Pathway Advisors Growth and Income Fund

Class Other (PWGFX)

U.S. News evaluated 187 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 13.42 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 13.4%
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 growth of capital and income. The fund pursues its objective - seeking total return through growth of capital and income - by investing in a diversified portfolio of underlying funds resulting in an allocation of the fund's investments that normally provides exposure of approximately 45% to 65% to equity securities of large-, mid- and small-capitalization companies and 35% to 55% to fixed-income securities, with a neutral allocation to equity securities of 55% and to fixed-income securities of 45%.

Fees

Fees are High compared to funds in the same category.
Pathway Advisors Growth and Income 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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