2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#52 in Aggressive Allocation
U.S. News evaluated 115 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 16.58 percent over the past year, 9.33 percent over the past three years, 13.64 percent over the past five years, and 6.64 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.6%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||6.6%|
The investment seeks moderately high, long-term capital appreciation with low, current income. The fund normally invests 80% of its assets in equity securities and 20% of its assets in debt securities. It is a "fund of funds" that invests primarily in a combination of other mutual funds of the Trust ("underlying funds"). Within the broad asset classes of equity and debt, the fund diversifies its holdings by investing in underlying funds that represent a variety of investment styles and security types, including alternative or non-traditional investment strategies.
Fees are Low compared to funds in the same category.
PL Portfolio Optimization Moderate Aggressive Fund has an expense ratio of 0.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.