3 / 5 Stars
5 5 3 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 200 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 13.43 percent over the past year, 9.17 percent over the past three years, and 3.76 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||3.0%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||3.8%|
|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 Below Average compared to funds in the same category.
Aberdeen Diversified Income Fund has an expense ratio of 0.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.