| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
4
4
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#56 in Moderate Allocation
U.S. News evaluated 279 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 11.36 percent over the past year, 10.21 percent over the past three years, 5.81 percent over the past five years, and 7.91 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.3% |
| 1 Year | 11.4% |
| 3 Years (Annualized) | 10.2% |
| 5 Years (Annualized) | 5.8% |
| 10 Years (Annualized) | 7.9% |
Summary
The investment seeks a combination of growth of capital and current income, with relatively low risk and relatively low fluctuations in value. The fund normally invests primarily in common stocks and investment-grade bonds with at least 25% of its assets in bonds and at least 25% of its assets in common stock. It may invest up to 25% of its assets in securities within a single industry. The fund may invest without limitation in foreign securities. Under normal circumstances, the equity securities in which the fund invests are predominantly those of U.S. companies.
Fees
Fees are Above Average compared to funds in the same category.
Senbanc Balanced Fund has an expense ratio of 1.11 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
