2 / 5 Stars
1 1 1 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 14.13 percent over the past year, and 5.79 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.0%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return, which consists of current income and capital appreciation. The fund invests primarily in a broad range of income-producing securities. These include equity securities, such as dividend-paying common stocks and REITs and debt securities, such as interest-paying bonds and convertible bonds. The fund may also invest in preferred stock, master limited partnerships, bank notes and write covered calls on equities. Generally, at least 30% of the fund's assets will be invested in equity securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Catalyst/SMH Total Return Income Fund has an expense ratio of 2.30 percent.
Risk is High compared to funds in the same category according to Morningstar.