Pathway Advisors Aggressive Growth Fund

Class Other (PWAGX)

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 15.36 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 15.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through a primary emphasis on growth with a secondary emphasis on income. The fund pursues its objective - seeking total return through a primary emphasis on growth with a secondary emphasis on income - by investing in a diversified portfolio of underlying funds resulting in an allocation of the fund's investments that normally provides exposure of approximately 80% to 100% to equity securities of large-, mid- and small-capitalization companies and 0% to 20% to fixed-income securities, with a neutral allocation to equity securities of 90% and to fixed-income securities of 10%.

Fees

Fees are Above Average compared to funds in the same category.
Pathway Advisors Aggressive Growth Fund has an expense ratio of 1.98 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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