5 / 5 Stars
5 2 4 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 183 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 3.49 percent over the past year, 7.71 percent over the past three years, and 15.47 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.8%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||N/A|
The investment seeks current income; capital appreciation is a secondary objective. The fund is designed to offer investors access to a diversified portfolio of complementary income-producing investment disciplines from specialized money managers through investment in a single mutual fund. It may invest in equity securities, including common stocks and preferred stocks. The fund may invest a significant portion of its assets in REITs and companies in the real-estate industry. It may invest in securities offered in initial public offerings ("IPOs") and Rule 144A securities. The fund may invest in convertible preferred stock and convertible debt securities.
Fees are Above Average compared to funds in the same category.
Natixis Diversified Income Fund has an expense ratio of 1.86 percent.
Risk is High compared to funds in the same category according to Morningstar.