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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 18.07 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.1% |
| 1 Year | 18.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
