PSI Total Return Fund

Class A (FXBAX)
Scorecard
1 / 5 Stars
Lipper
1 1 5 1 4
Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 273 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 3.04 percent over the past year, and 0.37 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.2%
1 Year 3.0%
3 Years (Annualized) 0.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return from income and capital appreciation. The fund's investment adviser seeks to achieve its investment objective by investing in a combination of (1) open-end investment companies ("mutual funds") and (2) exchange traded funds ("ETFs") that each invest primarily in fixed income securities, common stocks, or alternative assets, which the fund defines as commodity-related or real estate-related securities, and (3) derivatives using the adviser's quantitative analysis strategy. It is non-diversified.

Fees

Fees are High compared to funds in the same category.
PSI Total Return Fund has an expense ratio of 1.69 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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