TOPS® Balanced ETF Portfolio

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.83 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 1.1%
1 Year 7.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and capital appreciation. The fund is a fund-of-funds that invests, under normal market conditions, at least 80% of its assets in exchange-traded funds ("ETFs"). It restricts investment in fixed income ETFs to those with an average maturity of 20 years or less and invests primarily in ETFs with average portfolio credit quality of investment grade. The fund invests in common and preferred stock ETFs without restriction as to underlying issuer country, capitalization or currency. Under normal market conditions, the fund invests at least 25% of its assets in equity ETFs and at least 25% of its assets in fixed income ETFs.

Fees

Fees are Average compared to funds in the same category.
TOPS® Balanced ETF Portfolio has an expense ratio of 0.20 percent.

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Risk

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

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Conservative Allocations

Highest Returns (10-year)

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