5 / 5 Stars
5 5 2 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#7 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 18.23 percent over the past year, 13.19 percent over the past three years, 23.98 percent over the past five years, and 8.70 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-1.5%|
|3 Years (Annualized)||13.2%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of $150 million, as well as high-quality fixed-income obligations. It invests 50%-80% of assets in equity securities selected primarily for their growth potential, and 20%-50% in equity and fixed-income securities selected primarily for their income potential.
Fees are Above Average compared to funds in the same category.
Villere Balanced Fund has an expense ratio of 0.90 percent.
Risk is High compared to funds in the same category according to Morningstar.