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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 13.77 percent over the past year, 8.92 percent over the past three years, and 2.94 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 13.8% |
| 3 Years (Annualized) | 8.9% |
| 5 Years (Annualized) | 2.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes, in securities of exchange-traded funds. It typically expects to allocate its investments in Underlying ETFs such that 10% of such allocation is invested in Underlying ETFs that invest primarily in fixed-income securities and money market instruments and approximately 90% of such allocation is invested in Underlying ETFs that invest primarily in equity securities, and may include other investments such as commodities and commodity futures. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Ibbotson Aggressive Growth ETF Asset Allocation Portfolio has an expense ratio of 0.53 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
