Pathway Advisors Conservative Fund

Class Other (PWCNX)

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 3.84 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.5%
1 Year 3.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through a primary emphasis on income with a secondary emphasis on growth of capital. The fund pursues its objective - seeking total return through a primary emphasis on income with a secondary emphasis on growth of capital - by investing in a diversified portfolio of underlying funds resulting in an allocation of the fund's investments that normally provides exposure of approximately 15% to 35% to equity securities of large-, mid- and small-capitalization companies and 65% to 85% to fixed-income securities, with a neutral allocation to equity securities of 25% and to fixed-income securities of 75%.

Fees

Fees are Above Average compared to funds in the same category.
Pathway Advisors Conservative Fund has an expense ratio of 1.98 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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