5 / 5 Stars
5 5 4 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#16 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 19.93 percent over the past year, and 12.75 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||12.8%|
|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; the maximum allocation to either fixed income or equity securities at any given time is expected to be 75%. It may invest up to half of net assets in foreign securities (in developed and emerging markets). 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 1.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.