Ibbotson Conservative ETF Asset Allocation Portfolio

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.41 percent over the past year, 3.94 percent over the past three years, and 6.91 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 3.4%
3 Years (Annualized) 3.9%
5 Years (Annualized) 6.9%
10 Years (Annualized) N/A

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Summary

The investment seeks current income and preservation of capital. The fund normally invests at least 80% of its net assets plus the amount of any borrowings for investment purposes, in securities of exchange-traded funds. It typically expects to allocate its investments in Underlying ETFs such that 80% of such allocation is invested in Underlying ETFs that invest primarily in fixed-income securities and money market instruments and approximately 20% of such allocation is invested in Underlying ETFs that invest primarily in equity securities, and may include other investments such as commodities and commodity futures. The fund is non-diversified.

Fees

Fees are Average compared to funds in the same category.
Ibbotson Conservative ETF Asset Allocation Portfolio has an expense ratio of 0.53 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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