1 / 5 Stars
5 5 3 2 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 246 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 11.62 percent over the past year, and 6.55 percent over the past three years.
|Trailing Returns||Updated 11.30.2013|
|Year to date||9.8%|
|3 Years (Annualized)||6.5%|
|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 Average compared to funds in the same category.
Permal Alternative Core Fund has an expense ratio of 1.02 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.