2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 17.91 percent over the past year, 8.42 percent over the past three years, 12.05 percent over the past five years, and 6.50 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.0%|
|3 Years (Annualized)||8.4%|
|5 Years (Annualized)||12.1%|
|10 Years (Annualized)||6.5%|
The investment seeks to provide total return through a combination of capital appreciation and current income. The fund invests in a combination of growth-oriented Waddell & Reed Advisors equity mutual funds and Waddell & Reed Advisors bond and income-producing mutual funds. It has established target ranges for the allocation of the fund's assets. The range of fund net assets invested in equity funds will be from 40% to 75%; correspondingly, the range of fund net assets invested in bond and income-producing funds will be from 60% to 25%.
Fees are Average compared to funds in the same category.
Invested Balanced Portfolio has an expense ratio of 0.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.