2 / 5 Stars
2 2 5 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 178 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 6.29 percent over the past year, 5.41 percent over the past three years, and 8.97 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||5.3%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||9.0%|
|10 Years (Annualized)||N/A|
The investment seeks current income and preservation of capital. The fund is a "fund-of-funds," which seeks to achieve its investment goal by primarily investing in a diversified portfolio of affiliated underlying equity and fixed-income funds (although a portion of its assets may be invested in cash, cash equivalents, or in money market funds). These affiliated underlying funds, in turn, invest in a variety of U.S. and foreign equity and fixed-income securities. It expects to allocate 20-40% of its assets in equity funds, and 60-80% of its assets in fixed-income funds. The fund may invest between 0-45% of its assets in any individual underlying fund.
Fees are Average compared to funds in the same category.
Touchstone Conservative Allocation Fund has an expense ratio of 0.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.