4 / 5 Stars
5 5 3 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#19 in Moderate Allocation
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.
The fund has returned 19.59 percent over the past year, 10.97 percent over the past three years, 15.28 percent over the past five years, and 8.33 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.6%|
|3 Years (Annualized)||11.0%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||8.3%|
The investment seeks capital appreciation and current income. The fund will normally invest 25% to 75% of its assets in stocks and convertible securities and at least 25% of its total assets in fixed income securities. It may also invest in preferred stocks and warrants and may invest in securities issued by companies with large, medium, or small capitalizations. The sub-adviser seeks to diversify its bond holdings across the major fixed income sectors, individual issuers, and maturities to maintain a fixed income allocation dollar-weighted average maturity of five to ten years.
Fees are Above Average compared to funds in the same category.
Tributary Balanced Fund has an expense ratio of 1.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.