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.

See all TOPS funds

See full Moderate Allocation rankings

See more fund rankings


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

See more fund performance


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

See more fund fees


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

See more fund risk

Moderate Allocation Funds

Highest Returns (10-year)

See More Funds