1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#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.
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%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||9.1%|
|10 Years (Annualized)||1.9%|
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 are High compared to funds in the same category.
UTC North American Fund has an expense ratio of 2.49 percent.
Risk is Average compared to funds in the same category according to Morningstar.