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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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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.
See all Strategic Income Management, LLC funds
Performance
The fund has returned 13.67 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.3% |
| 1 Year | 13.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Low compared to funds in the same category.
SiM Dynamic Allocation Equity Income Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
