Institutional Investor Trust Sector Allocation Model Fund

Class Other (SAMSX)
Scorecard
3 / 5 Stars
Lipper
1 1 5 2 1
Zacks Investment Research
---
Standard & Poor's
1 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 487 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 21.03 percent over the past year, and 11.50 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 21.0%
3 Years (Annualized) 11.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to outperform the S&P500 modestly as the market moves up and dramatically as it moves down. The fund seeks to create value by avoiding extreme market losses rather than trying to capture extreme market gains. Its Sector Allocation Model invests solely in the exchange traded funds (ETFs) that represent the nine sectors of the Standard and Poors 500 Index (S&P) and the ETF representing the one- to three-month U.S. Treasury Note. Sectors are either in or out of the model, and all sectors in the model are equally weighted. The maximum allocation to any one sector is 25%.

Fees

Fees are Above Average compared to funds in the same category.
Institutional Investor Trust Sector Allocation Model Fund has an expense ratio of 1.00 percent.

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Risk

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

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See Also:

Top Institutional Investors Funds