3 / 5 Stars
1 1 2 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#29 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 5.86 percent over the past year, 6.22 percent over the past three years, and 2.81 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.9%|
|3 Years (Annualized)||6.2%|
|5 Years (Annualized)||2.8%|
|10 Years (Annualized)||N/A|
The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The fund invests in a diversified portfolio of common stocks and fixed income securities. It normally invests more than 50% of assets in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25% of the fund's assets in fixed income senior securities. The dollar-weighted average portfolio maturity of the fixed income securities held by the fund will normally not exceed 10 years.
Fees are Low compared to funds in the same category.
Plumb Balanced Fund has an expense ratio of 1.25 percent.
Risk is Low compared to funds in the same category according to Morningstar.