API Master Allocation Fund

Scorecard
1 / 5 Stars
Lipper
4 4 1 1 5
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
D+ (Sell)

U.S. News evaluated 135 Mid-Cap 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 19.95 percent over the past year, 9.69 percent over the past three years, and 15.03 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 19.9%
3 Years (Annualized) 9.7%
5 Years (Annualized) 15.0%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation and current income. The fund invests its assets in a variety of equity and debt securities. It also invests in the securities of other open-end mutual funds managed by the Adviser (each a "API Fund" and, collectively, the "API Funds"), but reserves the right to invest fund assets in other equity and debt securities as it deems appropriate in seeking to achieve the fund's investment objective. The Adviser does not presently intend to invest fund assets in individual equity or debt securities. The fund is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
API Master Allocation Fund has an expense ratio of 1.73 percent.

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Risk

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

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See Also:

Top American Pension Investors Funds