7Twelve Balanced Portfolio

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 13.57 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.2%
1 Year 13.6%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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 Above Average compared to funds in the same category.
7Twelve Balanced Portfolio has an expense ratio of 1.20 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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Moderate Allocation Funds

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