1 / 5 Stars
5 5 5 5 2
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 251 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 9.52 percent over the past year, 6.10 percent over the past three years, 8.74 percent over the past five years, and 3.11 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||6.1%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||3.1%|
The investment seeks modest capital appreciation and income. The fund invests no less than 25%, and up to 75%, of the market value of its assets, plus any borrowings for investment purposes, in debt securities traded in U.S. markets. It will correspondingly invest no less than 25% and no more than 75% in equity securities traded in U.S. markets, including common stocks and preferred stocks of any market capitalization. The fund may also purchase exchange traded funds and other derivatives. It may invest up to 10% of its net assets in non-investment grade U.S. dollar denominated bonds.
Fees are Above Average compared to funds in the same category.
ICON Risk-Managed Balanced Fund has an expense ratio of 1.47 percent.
Risk is Low compared to funds in the same category according to Morningstar.