1 / 5 Stars
2 1 4 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#119 in Conservative Allocation
U.S. News evaluated 201 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 -4.69 percent over the past year, 3.90 percent over the past three years, 6.08 percent over the past five years, and 4.06 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||-4.7%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||6.1%|
|10 Years (Annualized)||4.1%|
The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund normally seeks to invest in the following investment categories in accordance with following Target Percentages, subject to certain quarterly and other adjustments (Target Percentage in parentheses): gold (20%); silver (10%); Swiss franc assets (20%); hard asset securities (25%); and large capitalization growth stocks (25%). It may hold money market funds, money market instruments, bank deposits, investment grade, short term corporate bonds and banker's acceptances, and similar investments without limit. The fund is non-diversified.
Fees are High compared to funds in the same category.
Midas Perpetual Portfolio has an expense ratio of 2.48 percent.
Risk is High compared to funds in the same category according to Morningstar.