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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 124 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 31.01 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.5% |
| 1 Year | 31.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high total return through a combination of current income and capital appreciation. The fund will invest at least 70% of its assets in equity securities. Its non-U.S. equity investments, which will consist generally of American Depositary Receipts but may include direct foreign investments as well, will be limited to 10% of the equity portion. The fund may invest up to 30% of its assets in fixed-income securities, including below investment-grade fixed-income securities (commonly known as "junk bonds"), corporate debt and government and agency fixed-income securities (the "fixed-income portion").
Fees
Fees are High compared to funds in the same category.
Loomis Sayles Capital Income Fund has an expense ratio of 1.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
