3 / 5 Stars
2 2 3 3 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 190 Conservative 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 4.82 percent over the past year, 4.37 percent over the past three years, and 11.97 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||N/A|
The investment seeks total return with an emphasis on current income. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in underlying funds (the "underlying funds") and, to a limited extent, in direct investments, such as exchange-traded notes ("ETNs"). It intends to allocate and reallocate its assets among a wide range of asset classes in a flexible and dynamic way to capture income from a number of fixed income, equity and other sources. The fund may also allocate assets to a limited extent to underlying funds that pursue alternative investment strategies.
Fees are Above Average compared to funds in the same category.
Aberdeen Diversified Income Fund has an expense ratio of 1.25 percent.
Risk is High compared to funds in the same category according to Morningstar.