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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 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 9.66 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.3% |
| 1 Year | 9.7% |
| 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 fund 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.
Fees
Fees are 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.
