2 / 5 Stars
2 1 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#27 in Aggressive Allocation
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.
The fund has returned 12.31 percent over the past year, 8.59 percent over the past three years, 11.48 percent over the past five years, and 5.24 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||5.2%|
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest in a diversified portfolio of stocks, bonds and money market instruments, with at least 20% of the fund's assets invested in each of the following categories: i) domestic and foreign equity securities, such as common and preferred stock and (ii) fixed-income securities, such as U.S. government and agency securities, corporate bonds and money market funds. It may invest in companies of any size, but generally focuses on large capitalization companies.
Fees are Average compared to funds in the same category.
Walden Asset Management Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.