3 / 5 Stars
5 4 4 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
#134 in Moderate Allocation
U.S. News evaluated 251 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 16.61 percent over the past year, and 8.74 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.0%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return which is composed of both income and capital appreciation. The fund invests in a diversified portfolio of equities and fixed income securities. The adviser determines how the fund's assets will be allocated between equity and fixed income securities. Under normal circumstances the fund will target an approximate mix of 60% equity securities and 40% fixed income securities. The adviser periodically rebalances the fund's asset allocation in response to market conditions and to ensure an appropriate mix of elements in the fund.
Fees are Average compared to funds in the same category.
Sound Mind Investing Balanced Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.