SiM Dynamic Allocation Equity Income Fund

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.

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The fund has returned 18.83 percent over the past year, and 10.70 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.4%
1 Year 18.8%
3 Years (Annualized) 10.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks to provide total return, consisting primarily of long-term capital appreciation with growth of income. The fund is considered a "fund-of-funds" that seeks to achieve its investment objective by primarily investing in ETFs and other exchange-traded products such as ETNs, exchange-traded trusts and closed-end funds that offer diversified exposure to various different types of investments, regions and sectors. It seeks to offer the potential for total return from a medium to high level of capital growth and a medium level of income, with exposure to a medium to high level of principal risk.


Fees are Low compared to funds in the same category.
SiM Dynamic Allocation Equity Income Fund has an expense ratio of 1.35 percent.

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Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Strategic Income Management, LLC Funds