Giant 5 Total Index System

Class Inv (INDEX)
Scorecard
1 / 5 Stars
Lipper
2 2 1 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
1 / 5 Stars
TheStreet.com
E+ (Sell)

#344 in Large Blend

U.S. News evaluated 492 Large Blend 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 -0.39 percent over the past year, 0.03 percent over the past three years, and 12.79 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 3.4%
1 Year -0.4%
3 Years (Annualized) 0.0%
5 Years (Annualized) 12.8%
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund pursues its investment objective through a "fund of funds" approach, whereby it primarily invests in unaffiliated index funds and exchange traded funds. The underlying funds in turn primarily invest in one or more of the following 5 Essential Themes: real estate, energy, raw materials, bonds and capital markets. Under normal circumstances, the fund seeks to invest at least 80% of the fund's assets in underlying funds that invest at least 80% of their assets in a manner intended to replicate the performance of a specific index. It is non-diversified.

Fees

Fees are High compared to funds in the same category.
Giant 5 Total Index System has an expense ratio of 2.11 percent.

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Risk

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

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See Also:

Top Giant 5 Funds Funds