SiM Dynamic Allocation Diversified Income Fund

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Performance

The fund has returned 4.80 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 2.9%
1 Year 4.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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. It may also invest in REITs and individual fixed income securities of any maturity, some of which could include investment grade and below investment grade securities.

Fees

Fees are Above Average compared to funds in the same category.
SiM Dynamic Allocation Diversified Income Fund has an expense ratio of 1.35 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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See Also:

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