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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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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.
See all BPV Family of Funds funds
Performance
The fund has returned 4.61 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.2% |
| 1 Year | 4.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation. The fund is actively managed to be diversified across the three broad asset classes of equities, fixed income, and commodities and other alternatives in an effort to reduce the volatility of returns. It may invest in equity securities that provide exposure to domestic and international markets, including mature and emerging markets, diverse market capitalizations, and multiple sectors. The fund may invest in fixed income securities of any maturity that provide exposure to sovereign or corporate debt. It may invest in securities that provide exposure to commodities and other alternative assets.
Fees
Fees are Above Average compared to funds in the same category.
BPV Core Diversification Fund has an expense ratio of 1.00 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
