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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Performance

The fund has returned 17.96 percent over the past year, and 9.94 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 18.0%
3 Years (Annualized) 9.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 2.10 percent.

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Risk

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

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