1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 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 7.11 percent over the past year, 4.42 percent over the past three years, and 10.36 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.8%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return, which consists of current income and capital appreciation. The TRI fund invests primarily in a broad range of income-producing securities. These include equity securities, such as dividend-paying common stocks and REITs and debt securities, such as interest-paying bonds and convertible bonds. The fund may also invest in preferred stock, master limited partnerships, bank notes and write covered calls on equities. Generally, at least 30% of the fund's assets will be invested in equity securities. The fund is non-diversified.
Fees are High compared to funds in the same category.
Catalyst/SMH Total Return Income Fund has an expense ratio of 2.30 percent.
Risk is High compared to funds in the same category according to Morningstar.