3 / 5 Stars
3 4 3 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#40 in Moderate Allocation
U.S. News evaluated 247 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 13.82 percent over the past year, 7.74 percent over the past three years, 13.75 percent over the past five years, and 5.64 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.7%|
|3 Years (Annualized)||7.7%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||5.6%|
The investment seeks maximum total return. The fund seeks to achieve its investment objective by investing primarily in a combination of U.S. and foreign equity and debt securities and cash. It invests in equity securities, such as common and preferred stocks, principally for their capital appreciation potential and investment-grade debt securities principally for their income potential. The fund invests in cash principally for the preservation of capital, income potential or maintenance of liquidity. The portion of the fund invested in debt securities normally has a weighted average maturity of approximately five to ten years.
Fees are Average compared to funds in the same category.
GE Institutional Strategic Investment Fund has an expense ratio of 0.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.