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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 12.79 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.5% |
| 1 Year | 12.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund is a fund-of-funds that invests, normally invests at least 80% of assets in 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. No more than 15% of the portfolio will be allocated to fixed income ETFs with an average portfolio credit quality below investment grade (commonly referred to as "junk bond" credit quality).
Fees
Fees are Average compared to funds in the same category.
TOPS Moderate Growth ETF Portfolio has an expense ratio of 0.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
