3 / 5 Stars
3 2 3 2 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 279 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 8.35 percent over the past year, 8.65 percent over the past three years, 4.48 percent over the past five years, and 5.33 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.9%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||5.3%|
The investment seeks capital appreciation and income. The fund invests in equity, fixed income, and cash or cash equivalents using a tactical allocation approach: 40% to 65% invested in equity securities; 35% to 60% invested in fixed income securities; and up to 25% held in cash or cash equivalent securities. Diversified across stocks (including non-U.S.), bonds, and cash, the fund's tactical allocation approach seeks to generate a combination of capital appreciation and income. Between 15% and 50% of the fund's allocation to equity securities may be invested in non-U.S. securities, which may be done through American Depositary Receipts (ADRs).
Fees are High compared to funds in the same category.
Virtus Tactical Allocation Fund has an expense ratio of 2.05 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.