Outfitter Fund

Class Other (OTFTX)

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.

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Performance

The fund has returned 10.37 percent over the past year.

Trailing Returns Updated 03.31.2014
Year to date 1.9%
1 Year 10.4%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation as its primary objective, and investment income as the secondary objective. Under normal market conditions, the fund invests primarily in domestic & international (including those of emerging market countries) common stocks of large, mid and small capitalization companies, corporate bonds, and government bonds. It may invest up to 35% of total assets in foreign securities including American Depositary Receipts. The fund may invest in exchange traded funds (ETFs). It is non-diversified.