Ibbotson Growth ETF Asset Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.50 percent over the past year, 7.64 percent over the past three years, and 15.75 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.9%
1 Year 12.5%
3 Years (Annualized) 7.6%
5 Years (Annualized) 15.7%
10 Years (Annualized) N/A

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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 20% of such allocation is invested in Underlying ETFs that invest primarily in fixed-income securities and money market instruments and approximately 80% 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 Average compared to funds in the same category.
Ibbotson Growth ETF Asset Allocation has an expense ratio of 0.52 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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