3 / 5 Stars
3 3 2 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 11.91 percent over the past year, 7.78 percent over the past three years, 14.35 percent over the past five years, and 6.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.6%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||6.0%|
The investment seeks capital growth with a moderate level of current income. The fund is a "fund of funds" which invests primarily in a variety of other mutual funds that are also advised by the fund's investment adviser (the "underlying funds"). It 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. The fund invests no more than 10% of its total assets, collectively, in unaffiliated pooled investment vehicles.
Fees are Below Average compared to funds in the same category.
Nuveen Strategy Growth Allocation Fund has an expense ratio of 0.65 percent.
Risk is High compared to funds in the same category according to Morningstar.