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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 278 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 13.87 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 5.3% |
| 1 Year | 13.9% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation with less volatility than the equity markets as a whole. 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 also employs exchange-traded futures contracts to hedge market risk and reduce return volatility. The adviser allocates approximately 65% of Portfolio assets to a combination of equity ETFs, REIT ETFs and natural resource ETFs, and allocates approximately 35% of Portfolio assets to fixed income ETFs.
Fees
Fees are Below Average compared to funds in the same category.
TOPS Managed Risk Moderate Growth ETF Portfolio has an expense ratio of 0.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
