1 / 5 Stars
1 1 2 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#175 in Moderate Allocation
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 3.83 percent over the past year, and 2.07 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||7.6%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund seeks to achieve its investment objective by investing in a portfolio of exchange traded funds ("ETFs"), equities, fixed income securities and futures contracts. It invests primarily in fixed income, equity and alternative (including commodity, currency, hedging and real estate) securities. The fund uses a proprietary global asset allocation model that seeks to produce lower volatility with a similar or greater return over a full market cycle compared to traditional market indexes. It will invest up to 25% of its total assets in a wholly-owned and controlled subsidiary (the "Subsidiary").
Fees are Above Average compared to funds in the same category.
Catalyst Compass EMP Long-Term Growth Fund has an expense ratio of 1.45 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.