4 / 5 Stars
4 3 1
Zacks Investment Research
Standard & Poor's
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 8.35 percent over the past year, 7.49 percent over the past three years, and 10.27 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.5%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||10.3%|
|10 Years (Annualized)||N/A|
The investment seeks a moderate total rate of return (income plus capital appreciation) on an annual basis. The fund invests in any combination of equity and fixed-income securities based on market conditions and trends and the Subadviser's expectations and assessment of risks. Although the fund may invest directly in equity and fixed-income securities, it will primarily invest in such securities indirectly through securities that invest in or are a derivative of such securities, primarily including futures contracts, swap agreements, ETFs, naked and covered options on such instruments, currencies, and other investment companies. The fund is non-diversified.
Fees are High compared to funds in the same category.
Hundredfold Select Alternative Fund has an expense ratio of 2.44 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.