2 / 5 Stars
3 3 5 5 1
Zacks Investment Research
Standard & Poor's
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.
The fund has returned 7.12 percent over the past year, and 3.86 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.2%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||N/A|
|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 normally invests in other investment companies, equity securities and fixed income securities. Its exposure to equities typically results in a net equity level between 35% and 65%, measured as long minus inverse positions. The fund invests in inverse ETF positions. It normally has 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 1.46 percent.
Risk is Average compared to funds in the same category according to Morningstar.