4 / 5 Stars
4 2 3 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 183 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 3.02 percent over the past year, 6.50 percent over the past three years, 14.87 percent over the past five years, and 5.71 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.2%|
|3 Years (Annualized)||6.5%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||5.7%|
The investment seeks current income with limited credit risk. The fund invests in securities that, in the Adviser's opinion, offer the opportunity for current income with somewhat limited credit risk. The adviser 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 are Above Average compared to funds in the same category.
API Efficient Frontier Income Fund has an expense ratio of 1.68 percent.
Risk is High compared to funds in the same category according to Morningstar.