3 / 5 Stars
2 2 4 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#83 in Moderate Allocation
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.
The fund has returned 16.32 percent over the past year, 9.33 percent over the past three years, 13.02 percent over the past five years, and 5.75 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||9.3%|
|5 Years (Annualized)||13.0%|
|10 Years (Annualized)||5.7%|
The investment seeks capital growth, current income and preservation of capital. The fund invests in a mixed portfolio of common stocks and investment grade bonds, and normally invests approximately 60% of its total assets in common stocks and 40% in fixed income securities. Under normal circumstances, equity securities will represent at least 25% of total assets. Fixed income securities may represent as much as 75%, but not less than 25% of total assets.
Fees are Above Average compared to funds in the same category.
Advance Capital I Balanced Fund has an expense ratio of 1.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.