3 / 5 Stars
2 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#106 in Moderate Allocation
U.S. News evaluated 249 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 15.97 percent over the past year, 9.50 percent over the past three years, 11.23 percent over the past five years, and 5.87 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||13.9%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||11.2%|
|10 Years (Annualized)||5.9%|
The investment seeks to provide income, with a secondary objective to provide capital growth, while managing risk. The fund invests primarily in shares of registered investment companies, including ETFs, that emphasize investments in equity securities such as common stocks, preferred stocks or securities convertible into stocks (domestic and foreign), that are economically tied to any countries or markets throughout the world, including those of companies economically tied to emerging markets, fixed income securities such as fixed rate debt, variable rate debt or high-yield, lower rated debt instruments, or in a composite of such securities.
Fees are Above Average compared to funds in the same category.
New Century Balanced Portfolio has an expense ratio of 1.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.