3 / 5 Stars
4 3 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#70 in Moderate Allocation
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 11.58 percent over the past year, 8.97 percent over the past three years, 9.78 percent over the past five years, and 7.09 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.3%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||7.1%|
The investment seeks long-term capital appreciation through a total return approach to investing; income is an important, but secondary, objective. The fund invests in stocks its investment adviser believes are undervalued at the time of purchase and fixed income investments, including corporate, convertible, and high yield bonds, that have the potential to provide income, capital appreciation or a combination of both. The fund invests primarily in securities of U.S. issuers.
Fees are Above Average compared to funds in the same category.
Greenspring Fund has an expense ratio of 0.92 percent.
Risk is Low compared to funds in the same category according to Morningstar.