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U.S. News evaluated 278 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all 7Twelve Advisors, LLC funds
Performance
The fund has returned 12.37 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 3.1% |
| 1 Year | 12.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide superior volatility risk-adjusted returns when compared to the bond and equity markets in general. The Portfolio's adviser allocates assets among securities that represent 7 broad asset classes and 12 subcategories using the adviser's 7TwelveTM asset allocation model (the "7TwelveTM Model"). The adviser usually selects exchange-traded funds ("ETFs") or mutual funds that each invest primarily in securities representing one of the 12 subcategories of assets selected under the 7TwelveTM Model. It invests at least 25% of its assets in equity securities (common stocks) and at least 25% of its assets in bonds.
Fees
Fees are High compared to funds in the same category.
7Twelve Balanced Portfolio has an expense ratio of 1.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
