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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 12.85 percent over the past year, and 9.42 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.9% |
| 1 Year | 12.9% |
| 3 Years (Annualized) | 9.4% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth and current income consistent with its asset allocation strategy. The fund invests in a combination of other Penn Series funds in accordance with its target asset allocations. These underlying funds invest their assets directly in equity, fixed income, money market and other securities in accordance with their own investment objectives and policies. The underlying funds are managed using both indexed and active management strategies. The fund may invest 70% -100% of assets in equity funds and up to 30% in fixed income and money market funds.
Fees
Fees are Low compared to funds in the same category.
Penn Series Moderately Aggressive Allocation Fund has an expense ratio of 0.32 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
