2 / 5 Stars
1 1 2 1 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#77 in Aggressive Allocation
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.
The fund has returned 13.51 percent over the past year, 7.86 percent over the past three years, 2.33 percent over the past five years, and 5.00 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||11.4%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||2.3%|
|10 Years (Annualized)||5.0%|
The investment seeks long-term capital appreciation and income consistent with reduced risk. The fund's principal investment strategies are to invest in a flexible mix of common stocks, dividend-paying stocks, and investment grade fixed income securities, to weight the portfolio toward stocks, consisting primarily of companies with market capitalizations over $500 million, to invest at least 25% of its assets in fixed income securities and preferred stocks, and investing at least 25% in equity securities.
Fees are Low compared to funds in the same category.
Pacific Advisors Balanced Fund has an expense ratio of 3.30 percent.
Risk is Low compared to funds in the same category according to Morningstar.