| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 200 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Strategic Income Management, LLC funds
Performance
The fund has returned 9.24 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.4% |
| 1 Year | 9.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide total return, consisting primarily of growth of income with some long-term capital appreciation. The fund is considered a "fund-of-funds" that seeks to achieve its investment objective by primarily investing in exchange-traded funds and other exchange-traded products such as exchange-traded notes, exchange-traded trusts and closed-end funds, that offer diversified exposure to various different types of investments, regions and sectors.
Fees
Fees are High compared to funds in the same category.
SiM Dynamic Allocation Diversified Income Fund has an expense ratio of 1.35 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
