5 / 5 Stars
5 5 4 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Moderate Allocation
U.S. News evaluated 233 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 20.28 percent over the past year, and 13.83 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.6%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term total returns and capital preservation. The fund invests in both equity and fixed income securities that the Adviser believes can deliver attractive long-term returns and enhanced capital preservation. Under normal market conditions, the minimum allocation to either fixed income or equity securities is expected to be 25% of the fund's net assets; conversely, the maximum allocation to either fixed income or equity securities at any given time is expected to be 75%. It may invest up to 50% of its net assets in foreign securities. The fund's investments in any one sector may exceed 25% of net assets.
Fees are Above Average compared to funds in the same category.
Osterweis Strategic Investment Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.