1789 Growth and Income Fund

U.S. News evaluated 233 Moderate Allocation 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 20.91 percent over the past year, and 9.60 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 7.4%
1 Year 20.9%
3 Years (Annualized) 9.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds (ETFs) that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.

Fees

Fees are Above Average compared to funds in the same category.
1789 Growth and Income Fund has an expense ratio of 1.24 percent.

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Risk

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

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