TOPS® Growth ETF Portfolio

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 19.60 percent over the past year, and 12.94 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.7%
1 Year 19.6%
3 Years (Annualized) 12.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund is a fund-of-funds that invests, under normal market conditions, at least 80% of its assets in exchange-traded funds ("ETFs"). The adviser allocates approximately 85% of Portfolio assets to a combination of equity ETFs, REIT ETFs and natural resource ETFs, and allocates approximately 15% of Portfolio assets to fixed income ETFs. The fund invests in common and preferred stock ETFs without restriction as to underlying issuer country, capitalization or currency.

Fees

Fees are Low compared to funds in the same category.
TOPS® Growth ETF Portfolio has an expense ratio of 0.20 percent.

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Risk

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

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