1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 16.90 percent over the past year, 8.34 percent over the past three years, 12.59 percent over the past five years, and 5.25 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||5.3%|
The investment seeks capital appreciation. The fund will invest 60% to 90% of its total assets in underlying funds which invest mainly in equity securities, and 10% to 40% of its total assets in underlying funds which invest mainly in fixed income securities (including investment grade and high yield ("junk") bonds and floating rate securities). It will invest in underlying funds which invest in securities of U.S., international and emerging market issuers.
Fees are Low compared to funds in the same category.
Sterling Capital Strategic Allocation Growth Fund has an expense ratio of 0.52 percent.
Risk is Average compared to funds in the same category according to Morningstar.