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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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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 10.62 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.2% |
| 1 Year | 10.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide risk-managed income as its primary objective over the long term. The fund normally seeks to provide risk-managed income on a monthly basis by employing an asset allocation strategy that is designed to accommodate the fund's targeted annual payout percentage. It allocates its assets by investing in a combination of equities, nominal and inflation-linked fixed income securities, third party exchange-traded funds ("ETFs"), real estate investment trusts ("REITs"), exchange-listed options, and other exchange-traded and over-the-counter ("OTC") derivative securities.
Fees
Fees are Above Average compared to funds in the same category.
UBS Multi-Asset Income Fund has an expense ratio of 0.95 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
