2 / 5 Stars
3 4 2 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#148 in Moderate Allocation
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 16.98 percent over the past year, 8.61 percent over the past three years, 17.54 percent over the past five years, and 6.59 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||8.6%|
|5 Years (Annualized)||17.5%|
|10 Years (Annualized)||6.6%|
The investment seeks capital growth with a moderate level of current income. The fund seeks to achieve its objective by providing high allocations to various underlying funds that invest primarily in equity securities, including small company and international company equity securities, with relatively little emphasis on underlying funds that invest primarily in fixed income securities. It may invest in an underlying absolute return fund in an effort to enhance the fund's returns and mitigate risk by holding an investment believed to have a reduced level of correlation with the equity and fixed income markets.
Fees are Average compared to funds in the same category.
Nuveen Strategy Growth Allocation Fund has an expense ratio of 0.40 percent.
Risk is High compared to funds in the same category according to Morningstar.