| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
5
5
2
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#206 in Large Blend
U.S. News evaluated 496 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 24.22 percent over the past year, and 14.44 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.4% |
| 1 Year | 24.2% |
| 3 Years (Annualized) | 14.4% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide above-average total return when compared to the broad U.S. equity market. Under normal circumstances, the fund invests in a combination of equity securities and fixed income securities that the fund's investment adviser believes will help the fund to achieve its investment objective. Its equity investments, which normally comprise the majority of the fund's assets, are primarily domestic securities of all capitalization ranges, although the fund may invest up to 50% of its assets in non-U.S. equity securities, all of which may be investments in emerging markets securities. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
USFS Funds Tactical Asset Allocation Fund has an expense ratio of 1.61 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
