1 / 5 Stars
1 1 4 4 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 14.28 percent over the past year, 6.72 percent over the past three years, and 9.66 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||6.7%|
|5 Years (Annualized)||9.7%|
|10 Years (Annualized)||N/A|
The investment seeks long-term appreciation and capital preservation. The fund invests in a mix of equity and debt securities. It normally invests 40% of its assets in equity securities of U.S. companies, 20% in foreign equity securities, 25% in investment-grade debt securities with maturities of three years or longer, and 15% in short-term debt securities including money market instruments and cash. The fund follows a value investment style, favoring income-producing securities of more seasoned companies.
Fees are Above Average compared to funds in the same category.
Sextant Core Fund has an expense ratio of 1.01 percent.
Risk is Low compared to funds in the same category according to Morningstar.