| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
4
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all American Pension Investors funds
Performance
The fund has returned 18.54 percent over the past year, 9.13 percent over the past three years, 11.45 percent over the past five years, and 5.76 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.2% |
| 1 Year | 18.5% |
| 3 Years (Annualized) | 9.1% |
| 5 Years (Annualized) | 11.4% |
| 10 Years (Annualized) | 5.8% |
Summary
The investment seeks current income with limited credit risk. The fund invests in securities, derivatives and other financial instruments that, in the Adviser's opinion, offer the opportunity for current income with somewhat limited credit risk. It invests directly in equity or debt securities when it believes attractive investment opportunities exist. The Adviser may sell a security or redeem shares of an underlying fund given a variety of circumstances.
Fees
Fees are Above Average compared to funds in the same category.
API Efficient Frontier Income Fund has an expense ratio of 1.68 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
