3 / 5 Stars
4 4 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#33 in Conservative Allocation
U.S. News evaluated 183 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 7.31 percent over the past year, 6.37 percent over the past three years, and 10.38 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||N/A|
The investment seeks current income and; secondarily, long term capital appreciation. The fund invests (except when maintaining a temporary defensive position) in a combination of (i) fixed income funds, and (ii) equity funds that utilize diverse investment styles, such as growth and/or value investing. It invests between 20% and 60% of its net assets in equity underlying funds and international equity exchange traded funds ("ETFs"). The fund invests between 40% and 80% of its net assets in fixed income underlying funds.
Fees are Average compared to funds in the same category.
TCW Conservative Allocation Fund has an expense ratio of 0.40 percent.
Risk is Average compared to funds in the same category according to Morningstar.