4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 13.11 percent over the past year, 8.99 percent over the past three years, 16.45 percent over the past five years, and 6.74 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||9.0%|
|5 Years (Annualized)||16.4%|
|10 Years (Annualized)||6.7%|
The investment seeks maximum aggregate rate of return over the long term. The fund is an asset allocation fund that attempts to maximize returns with a mix of stocks, bonds and money market securities. The sub-adviser buys and sells securities for the fund by changing its investment mix among common stocks, intermediate and long-term bonds (fixed income securities) and money market securities. As a result, its investments may change often. Also, the fund can invest 100% in just one of these asset classes.
Fees are Above Average compared to funds in the same category.
VALIC Company I Asset Allocation Fund has an expense ratio of 0.75 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.