Sustainable Opportunities Fund

Class Inst (SOPNX)

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Milliman funds

See full Moderate Allocation rankings

See more fund rankings

Performance

The fund has returned 11.06 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 11.1%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more SOPNX performance

Summary

The investment seeks long-term capital appreciation and current income, consistent with capital preservation. The fund will provide exposure to a diversified portfolio of core holdings, futures contracts and cash with the dual goals of generating long-term capital appreciation and current income, while strategically managing portfolio volatility and downside risk. It is a fund of funds, and the core holdings will include exposure to equity markets (including U.S. large cap equity, U.S. mid cap equity, and U.S. small cap equity, along with foreign securities in both developed and emerging markets), and fixed income.

Fees

Fees are Average compared to funds in the same category.
Sustainable Opportunities Fund has an expense ratio of 0.50 percent.

See more SOPNX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more SOPNX risk