5 / 5 Stars
5 5 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 19.17 percent over the past year, and 15.83 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.8%|
|3 Years (Annualized)||15.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks high current income and long-term growth of income, as well as capital appreciation. The fund normally invests in a diversified portfolio of debt and equity securities and may shift its investments from one asset class to another. The equity securities consist primarily of common and preferred stocks with market capitalizations greater than $1 billion. The fund may invest up to 100% of total assets in bonds rated below investment grade. It may invest up to 25% of total assets in securities denominated in foreign currencies and may invest without limit in U.S. dollar-denominated securities of foreign issuers.
Fees are Above Average compared to funds in the same category.
Hotchkis and Wiley Capital Income Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.