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Lipper
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Zacks Investment Research
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Standard & Poor's
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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 14.36 percent over the past year, and 9.97 percent over the past three years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.2% |
| 1 Year | 14.4% |
| 3 Years (Annualized) | 10.0% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital growth consistent with its asset allocation strategy. The fund invests in a combination of other Penn Series funds. These underlying funds invest their assets directly in equity, fixed income, money market and other securities in accordance with their own investment objectives and policies. It intends to invest primarily in a combination of underlying funds; however, the fund may invest directly in equity and fixed income securities and cash equivalents, including money market securities. It may invest 85%-100% of assets in equity funds and up to 15% of assets in fixed income and money market funds.
Fees
Fees are Average compared to funds in the same category.
Penn Series Aggressive Allocation Fund has an expense ratio of 0.33 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
