2 / 5 Stars
4 4 1 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.40 percent over the past year, and 8.20 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are High compared to funds in the same category.
API Master Allocation Fund has an expense ratio of 1.72 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.