2 / 5 Stars
2 2 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 187 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 7.97 percent over the past year, and 4.16 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.7%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks long-term capital appreciation by actively allocating its assets across asset classes, market sectors, and specific investments. Its portfolio will be actively managed, and the allocation of the fund's assets to asset classes, market sectors, and issuers will change over time, sometimes rapidly. The Adviser currently expects that the fund will typically invest at least 20% of its assets in equity securities and other equity-related investments and 20% of its assets in debt obligations and short-term investments. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
DoubleLine Multi-Asset Growth Fund has an expense ratio of 1.38 percent.
Risk is Low compared to funds in the same category according to Morningstar.