2 / 5 Stars
4 3 2 3 1
Zacks Investment Research
Standard & Poor's
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 18.76 percent over the past year, 11.30 percent over the past three years, and 1.55 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.7%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||1.5%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation and to achieve positive returns through all market cycles. The fund intends to achieve its investment objective by investing, under normal circumstances, in individual equity and fixed income securities. It will invest in equity securities regardless of market capitalization. The fund may invest in fixed income securities regardless of maturity or credit rating. The fund may invest a portion of its portfolio in Acquired Funds managed by the Advisor.
Fees are Above Average compared to funds in the same category.
AmericaFirst Quantitative Strategies Fund has an expense ratio of 1.52 percent.
Risk is High compared to funds in the same category according to Morningstar.