TOPS® Moderate Growth ETF Portfolio

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.

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Performance

The fund has returned 15.91 percent over the past year, and 8.49 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 5.4%
1 Year 15.9%
3 Years (Annualized) 8.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks capital appreciation. The fund is a fund-of-funds that invests, under normal market conditions, at least 80% of its assets in exchange-traded funds ("ETFs"). It restricts investment in fixed income ETFs to those with an average maturity of 20 years or less and invests primarily in ETFs with average portfolio credit quality of investment grade. The adviser allocates approximately 35% of Portfolio assets to fixed income ETFs and allocates approximately 65% of Portfolio assets to a combination of equity ETFs, REIT ETFs and natural resource ETFs.

Fees

Fees are Average compared to funds in the same category.
TOPS® Moderate Growth ETF Portfolio has an expense ratio of 0.20 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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Moderate Allocation Funds

Highest Returns (10-year)

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