| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
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 10.69 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.1% |
| 1 Year | 10.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Above Average compared to funds in the same category.
Sound Mind Investing Balanced Fund has an expense ratio of 1.15 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
