Inflation Hedges Strategy Fund

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 1.96 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 2.0%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide current income and real (after inflation) total returns. The Adviser has selected and oversees multiple sub-advisers who manage separate segments of the fund's portfolio using distinct, complimentary, investment styles. The Adviser anticipates that the fund will allocate approximately up to 25% of its assets to the commodities strategy and approximately between 30% and 60% of its assets to the inflation linked bonds & leveraged loan strategies and between 20% and 50% to the natural resource equities strategy. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Inflation Hedges Strategy Fund has an expense ratio of 1.70 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Conservative Allocations

Highest Returns (10-year)

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