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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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 10.12 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | 10.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 REIT ETFs and natural resource ETFs without restriction as to underlying issuer capitalization.
Fees
Fees are Average compared to funds in the same category.
TOPS Balanced ETF Portfolio has an expense ratio of 0.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
