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1 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 7.81 percent over the past year, and 2.07 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.4% |
| 1 Year | 7.8% |
| 3 Years (Annualized) | 2.1% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return through a combination of capital appreciation and income. The fund invests at least 80% of its assets measured at the time of purchase in ETFs. It invests predominantly in exchange-traded funds ("ETFs"), in addition to index-based mutual funds ("underlying funds") that each invest primarily in (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The fund invests its assets across multiple asset classes by investing in ETFs and underlying funds that each invest primarily in securities of large capitalization domestic issuers.
Fees
Fees are Above Average compared to funds in the same category.
Astor Long/Short ETF Fund has an expense ratio of 1.50 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
