1 / 5 Stars
1 1 4 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#253 in Large Blend
U.S. News evaluated 481 Large Blend 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 18.15 percent over the past year, 9.10 percent over the past three years, and 14.09 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.4%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||14.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital without regard to current income. The fund invests primarily in exchange traded funds ("ETFs"), other open-end mutual funds, and closed-end funds. It invests in (i) underlying funds that seek capital growth or appreciation by investing in common stock or securities convertible into or exchangeable for common stock, including the stock of foreign issuers, or (ii) individual securities that may provide capital appreciation. The fund may invest up to 30% of its total assets in fixed income securities such as government bonds, government agency bonds, and corporate bonds, of any credit quality and maturity.
Fees are Above Average compared to funds in the same category.
AdvisorOne Descartes Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.