1 / 5 Stars
2 2 2 1 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#67 in Aggressive 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.
The fund has returned 11.76 percent over the past year, 9.21 percent over the past three years, 14.42 percent over the past five years, and 4.70 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-3.3%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||4.7%|
The investment seeks long-term capital appreciation and income consistent with reduced risk. The fund invests in a flexible mix of common stocks, dividend-paying stocks, and investment grade fixed income securities. When the economy appears to be growing and strong, the fund tends to invest a higher proportion of its assets in stocks. When the economy appears to be contracting or weak, the fund tends to invest a higher proportion in fixed income securities. It invests at least 25% of its assets in fixed income securities and preferred stocks, and invests at least 25% in equity securities.
Fees are High compared to funds in the same category.
Pacific Advisors Balanced Fund has an expense ratio of 3.07 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.