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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 200 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 9.26 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 2.1% |
| 1 Year | 9.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to preserve capital and provide moderate income and moderate 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. The adviser allocates approximately 70% of Portfolio assets to fixed income ETFs.
Fees
Fees are Low compared to funds in the same category.
TOPS Capital Preservation 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.
