3 / 5 Stars
4 3 4 5 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#25 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 12.96 percent over the past year, 8.04 percent over the past three years, 11.86 percent over the past five years, and 6.97 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||8.0%|
|5 Years (Annualized)||11.9%|
|10 Years (Annualized)||7.0%|
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, that have the potential to provide both capital appreciation and income. It invests primarily in securities of U.S. issuers. The fund may invest in companies of any market capitalization that its investment adviser believes are undervalued relative to the company's peers or the securities market in general and provide an attractive risk/reward value.
Fees are Above Average compared to funds in the same category.
Greenspring Fund has an expense ratio of 0.93 percent.
Risk is Low compared to funds in the same category according to Morningstar.