1 / 5 Stars
1 1 2 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 279 Moderate Allocation 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 -4.03 percent over the past year, -0.06 percent over the past three years, and 2.45 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.3%|
|3 Years (Annualized)||-0.1%|
|5 Years (Annualized)||2.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide growth and risk-adjusted total return. The fund's adviser seeks to achieve the fund's investment objectives by allocating assets in a combination of (1) open-end investment companies (mutual funds), (2) exchange-traded funds ("ETFs"), (3) closed-end investment companies (collectively "underlying funds"), and (4) equity and debt securities, including American Depositary Receipts ("ADRs") using the adviser's proprietary technical and fundamental screening models. It may invest in foreign markets.
Fees are High compared to funds in the same category.
Adaptive Allocation Fund has an expense ratio of 1.81 percent.
Risk is Average compared to funds in the same category according to Morningstar.