1 / 5 Stars
5 5 3 3 1
Zacks Investment Research
Standard & Poor's
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 8.63 percent over the past year, and 5.07 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||5.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund typically will invest, directly or through underlying funds and exchange-traded notes, approximately 50% to 100% of its total assets in alternative investments, including commodities, real estate assets, infrastructure assets, foreign currencies and hedge fund strategies; 0% to 50% of its total assets in equity-related investments; 0% to 50% of its total assets in fixed income-related investments and 0% to 40% in cash and cash equivalents. It may not invest more than 10% of its total assets in any one investment considered by Permal Asset Management Inc. ("Permal") to be an alternative investment.
Fees are Above Average compared to funds in the same category.
Permal Alternative Core Fund has an expense ratio of 0.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.