2 / 5 Stars
5 3 2 2 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 13.80 percent over the past year, and 7.81 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.1%|
|3 Years (Annualized)||7.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks and other equity securities (including preferred stocks and warrants), debt securities and convertible securities. It may also invest in other investment companies such as mutual funds and exchange traded funds (ETFs) that invest primarily in these same securities. The fund may also invest in ETFs that hold physical commodities such as gold, silver, and other precious metals.
Fees are Above Average compared to funds in the same category.
Pinnacle Growth and Income Fund has an expense ratio of 1.99 percent.
Risk is High compared to funds in the same category according to Morningstar.