2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#98 in Conservative Allocation
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.
The fund has returned 3.56 percent over the past year, 4.49 percent over the past three years, 14.48 percent over the past five years, and 3.16 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||4.5%|
|5 Years (Annualized)||14.5%|
|10 Years (Annualized)||3.2%|
The investment seeks current income, and capital appreciation is a secondary objective. The fund invests at least 80% of assets in dividend paying or other income producing securities. It generally invests in corporate bonds, government bonds, dividend-paying common stocks, preferred and convertible preferred stocks, income trusts (including business trusts, oil royalty trusts and real estate investment trusts), money market instruments and cash equivalents. The fund may also invest up to 35% of its assets in domestic high yield fixed income securities of any duration and maturity.
Fees are Above Average compared to funds in the same category.
IMS Strategic Income Fund has an expense ratio of 1.95 percent.
Risk is High compared to funds in the same category according to Morningstar.