TOPS® Managed Risk 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 6.83 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.9%
1 Year 6.8%
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 income and capital appreciation with less volatility than the fixed income and equity markets as a whole. 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 also employs exchange-traded futures contracts to hedge market risk and reduce return volatility. 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® Managed Risk Balanced ETF Portfolio has an expense ratio of 0.40 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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