GuidePath SM Tactical Constrained Asset Allocation Fund

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.

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Performance

The fund has returned 10.40 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 0.5%
1 Year 10.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return, consisting of a combination of long-term capital appreciation and current income, while moderating risk and volatility in the portfolio. The fund operates as a fund of funds. Its asset allocation mix is expected to be 75% equities, 23% fixed income securities and 2% cash equivalent investments. Over time, the asset allocation mix may change as a result of changing capital market assumptions or short-term market opportunities. The fixed income allocations generally will range from 10% to 45%, including cash equivalents ranging from 2% to 20% and alternative strategies ranging from 0% to 30%.

Fees

Fees are Above Average compared to funds in the same category.
GuidePath SM Tactical Constrained Asset Allocation Fund has an expense ratio of 1.00 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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