3 / 5 Stars
2 2 4 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#109 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 14.16 percent over the past year, 10.03 percent over the past three years, 14.35 percent over the past five years, and 5.37 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||5.4%|
The investment seeks to provide a high total investment return. The fund seeks to achieve its objective through a combined portfolio of equities such as corporate common stocks, and investment grade fixed-income securities such as U.S. government securities and treasury inflation-protected securities ("TIPS"). It normally invests at least 50% of its total assets in equity securities, at least 25% of its total assets in investment grade fixed-income securities, and may invest up to 25% of its total assets in high-quality money market securities.
Fees are Above Average compared to funds in the same category.
Holland Balanced Fund has an expense ratio of 1.73 percent.
Risk is Average compared to funds in the same category according to Morningstar.