WBI Absolute Return Dividend Growth Fund

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 11.75 percent over the past year, and 8.09 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date -2.0%
1 Year 11.7%
3 Years (Annualized) 8.1%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and current income. The fund will invest at least 80% of its net assets (including any borrowings for investment purpose) in dividend-paying equity securities of foreign and domestic companies. Up to 20% of the fund's net assets may be invested in non-dividend paying equities, domestic and foreign fixed income securities, ETFs, ETNs, and/or in option strategies to enhance the fund's returns or to mitigate risk and volatility. It may invest without limitation in securities of foreign issuers, and up to 50% of its net assets in the securities of issuers located in emerging markets.

Fees

Fees are Above Average compared to funds in the same category.
WBI Absolute Return Dividend Growth Fund has an expense ratio of 2.00 percent.

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Risk

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

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