UTC North American Fund

Class No Load (UTCNX)
Scorecard
1 / 5 Stars
Lipper
1 1 2 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

#159 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.33 percent over the past year, 4.40 percent over the past three years, 9.10 percent over the past five years, and 1.85 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.3%
1 Year 12.3%
3 Years (Annualized) 4.4%
5 Years (Annualized) 9.1%
10 Years (Annualized) 1.9%

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Summary

The investment seeks high current income and capital appreciation. Under normal market conditions, the fund will maintain a level of at least 80% of its total assets invested in the types of debt and equity securities of North American companies. It invests primarily in fixed income securities of North American corporate issuers that are rated investment grade or better. The fund invests in equity securities of North American companies, including common stocks, preferred stocks, and convertible securities. It may also invest in ADRs and securities of foreign companies.

Fees

Fees are High compared to funds in the same category.
UTC North American Fund has an expense ratio of 2.49 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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