2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#101 in Moderate Allocation
U.S. News evaluated 233 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 19.08 percent over the past year, 8.88 percent over the past three years, and 11.29 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||11.3%|
|10 Years (Annualized)||N/A|
The investment seeks a high total return through capital appreciation while attempting to preserve principal, and secondarily seeks current income. The fund invests in a diversified portfolio of common stocks and fixed income securities. More than 50% of its assets are normally invested in common stocks. The fund invests in many types of stocks, including a blend of large company stocks, small company stocks, growth stocks, and value stocks. It also normally invests at least 25% of the fund's assets in fixed income senior securities.
Fees are Above Average compared to funds in the same category.
Plumb Balanced Fund has an expense ratio of 1.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.