3 / 5 Stars
2 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 13.22 percent over the past year, 5.71 percent over the past three years, 9.02 percent over the past five years, and 4.67 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||5.7%|
|5 Years (Annualized)||9.0%|
|10 Years (Annualized)||4.7%|
The investment seeks to maximize total return (capital appreciation plus income). The fund invests primarily in shares of any number of other no-load and load-waived mutual funds, which may include ETFs. Some of the underlying funds invest in the stocks of small, medium and large capitalization domestic or international companies while others invest in fixed-income securities of varying maturities and credit qualities, including government and corporate bonds, as well as high-yield securities or "junk bonds." It may commit up to 80% of its net assets at any given time to underlying funds that invest in high-yield or "junk bond" securities.
Fees are Above Average compared to funds in the same category.
Teberg Fund has an expense ratio of 1.75 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.