2 / 5 Stars
2 2 5 3 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 183 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 7.25 percent over the past year, 3.50 percent over the past three years, and 7.90 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||7.9%|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return, with added emphasis on the protection of capital during unfavorable market conditions. The fund seeks to achieve its investment objective through investments in other investment companies (including exchange traded funds), equity securities and fixed income securities. The securities are selected using the Adviser's Contrarian Value ("ConValÒ") investment approach. To maintain economic diversification, the fund will, under normal circumstances, have broad-based exposure to worldwide (1) equity and (2) fixed-income markets including U.S., foreign developed, and foreign emerging markets.
Fees are Above Average compared to funds in the same category.
Wade Tactical L/S Fund has an expense ratio of 1.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.