1 / 5 Stars
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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 20.33 percent over the past year, 3.91 percent over the past three years, and 8.07 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.4%|
|3 Years (Annualized)||3.9%|
|5 Years (Annualized)||8.1%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing in affiliated underlying funds (the "Compass Funds") advised by the fund's investment adviser, Compass Efficient Model Portfolios, LLC (the "Advisor"). These Compass Funds invest in a portfolio of equities (including common stocks), fixed income securities (of any credit quality or maturity) and futures contracts. It may also invest in these asset classes directly or through exchange traded funds ("ETFs"). The fund invests primarily in fixed income, equity and alternative (including commodity, currency, hedging and real estate) securities.
Fees are Above Average compared to funds in the same category.
Catalyst Compass EMP Long-Term Growth Fund has an expense ratio of 1.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.