5 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Moderate Allocation
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 13.75 percent over the past year, 10.65 percent over the past three years, 13.85 percent over the past five years, and 7.32 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||13.8%|
|10 Years (Annualized)||7.3%|
The investment seeks to achieve a high total investment return, consistent with the preservation of capital and prudent economic risk. The fund ordinarily invests 50-65% of its total assets in equity securities and invests the remainder in bonds and other fixed income securities, as well as cash or cash equivalents. It invests at least 25% of its total assets in equity securities. The fund invests at least 25% of total assets in fixed income securities.
Fees are Average compared to funds in the same category.
Managers AMG Chicago Equity Partners Balanced Fund has an expense ratio of 0.92 percent.
Risk is Low compared to funds in the same category according to Morningstar.