| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
3
4
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D-
(Sell)
|
U.S. News evaluated 279 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 6.09 percent over the past year, -0.82 percent over the past three years, and 0.95 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.2% |
| 1 Year | 6.1% |
| 3 Years (Annualized) | -0.8% |
| 5 Years (Annualized) | 0.9% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a high total rate of return on an annual basis. The fund normally invests at least 80% in equity securities or derivatives of such securities. It invests in equity securities of any market capitalization, investment style, market sector or industry. The fund may also seek exposure to securities of foreign issuers. It is non-diversified.
Fees
Fees are High compared to funds in the same category.
Hundredfold Select Equity Fund has an expense ratio of 2.46 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
