3 / 5 Stars
5 5 5 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#9 in Conservative Allocation
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 12.02 percent over the past year, 9.09 percent over the past three years, and 10.35 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||12.1%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||10.3%|
|10 Years (Annualized)||N/A|
The investment seeks to provide current income; long-term capital appreciation is a secondary objective. The fund normally invests more than 80% of assets in dividend-paying and/or interest-bearing securities. It generally invests insecurities of domestic companies, but may also invest in securities of foreign companies and American Depositary Receipts ("ADRs"). The fund is permitted to invest in companies of any capitalization range.
Fees are Above Average compared to funds in the same category.
Westwood Income Opportunity Fund has an expense ratio of 1.15 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.