5 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 233 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 20.02 percent over the past year, 11.31 percent over the past three years, and 14.38 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.5%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||14.4%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal market conditions, the Portfolio invests in a diversified portfolio of debt instruments and equity securities. The equity securities in which the Portfolio invests consist primarily of common stocks. The Portfolio seeks income by selecting investments such as corporate, foreign, and U.S. Treasury bonds, as well as stocks with dividend yields the sub-adviser ("Sub-Adviser") believes are attractive. It may invest up to 100% of its total assets in debt instruments that are rated below investment-grade.
Fees are Above Average compared to funds in the same category.
VY Franklin Income Portfolio has an expense ratio of 0.76 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.