1 / 5 Stars
4 4 3 1 4
Zacks Investment Research
Standard & Poor's
4 / 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 15.88 percent over the past year, 8.09 percent over the past three years, and 11.09 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||11.1%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund is designed to provide diversification among different asset classes by investing its assets in a combination of mutual funds advised by the Adviser or other investment advisers and exchange traded funds ("ETFs"), collectively referred to as "underlying funds."
Fees are Above Average compared to funds in the same category.
Frost Moderate Allocation Fund has an expense ratio of 1.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.