Giant 5 Total Index System

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

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.

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Performance

The fund has returned 13.81 percent over the past year, 2.44 percent over the past three years, and 9.80 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 9.8%
1 Year 13.8%
3 Years (Annualized) 2.4%
5 Years (Annualized) 9.8%
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 1.97 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