| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
5
1
5
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 8.48 percent over the past year, 6.90 percent over the past three years, 4.13 percent over the past five years, and 5.78 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.5% |
| 1 Year | 8.5% |
| 3 Years (Annualized) | 6.9% |
| 5 Years (Annualized) | 4.1% |
| 10 Years (Annualized) | 5.8% |
Summary
The investment seeks current income and reasonable level of capital appreciation. The fund invests in a mix of equity and fixed-income securities appropriate for a particular type of investor. It may serve as the cornerstone of a larger investment portfolio. The fund may be appropriate for investors, such as those in early retirement, who need to draw income from investments while obtaining a measure of long-term capital growth as a hedge against inflation. Its focus on bonds for greater stability of principal also makes it suitable for conservative investors seeking income and modest growth, especially those concerned about market volatility.
Fees
Fees are High compared to funds in the same category.
Target Conservative Allocation Fund has an expense ratio of 2.29 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
