4 / 5 Stars
4 4 2 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 19.30 percent over the past year, 10.76 percent over the past three years, and 14.25 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||10.8%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||N/A|
The investment seeks long term capital appreciation, and current income is also a consideration. The fund, which is a fund of funds, normally invests 80% of its assets in underlying funds that invest primarily in equity securities and 20% of its assets in underlying funds that invest primarily in fixed income securities, including exchange-traded funds ("ETFs"). The fund may, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives). It is non-diversified.
Fees are Above Average compared to funds in the same category.
BlackRock Growth Prepared Portfolio has an expense ratio of 0.75 percent.
Risk is High compared to funds in the same category according to Morningstar.