2 / 5 Stars
4 5 2 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#29 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 19.43 percent over the past year, 11.58 percent over the past three years, 14.88 percent over the past five years, and 6.15 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||6.1%|
The investment seeks total return, consisting of long-term capital appreciation and current income. The fund normally invests at least 80% of its net assets in US fixed income and equity securities. The following are the ranges within which the fund, under normal market circumstances, expects to allocate its assets among the various asset classes: (1) US equities-20-90%; (2) investment grade fixed income-0-70%; (3) high yield fixed income-0-15%; and (4) cash equivalents-0-50%. It may, but is not required to, use exchange-traded or over-the-counter derivative instruments for risk management purposes or as part of the fund's investment strategies.
Fees are Above Average compared to funds in the same category.
UBS U.S. Allocation Fund has an expense ratio of 1.03 percent.
Risk is High compared to funds in the same category according to Morningstar.