2 / 5 Stars
3 4 3 1 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 278 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 14.20 percent over the past year, 9.09 percent over the past three years, and 4.19 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||5.8%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and current income. The fund normally invests in a diversified portfolio of global fixed income and equity securities. Between 40% to 80% of its assets may be invested in domestic and international equity securities, including emerging markets equity securities. The balance of the fund's portfolio will be invested in fixed income asset classes and cash. Additionally, up to 40% of its assets may be invested in non-core equity classes/styles such as real estate, infrastructure or commodities, and hedged equity, which may also be internationally diversified.
Fees are High compared to funds in the same category.
Frost Strategic Balanced Fund has an expense ratio of 1.35 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.