3 / 5 Stars
2 3 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 178 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 8.01 percent over the past year, 5.95 percent over the past three years, and 9.93 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||5.4%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||9.9%|
|10 Years (Annualized)||N/A|
The investment seeks total return with an emphasis on current income. The fund is a "fund of funds". It intends to allocate and reallocate its assets among a 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, such as managed futures, commodity-linked instruments, equity sectors, currencies and floating rate loans.
Fees are Average compared to funds in the same category.
Aberdeen Diversified Income Fund has an expense ratio of 0.25 percent.
Risk is High compared to funds in the same category according to Morningstar.