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 18.27 percent over the past year, 12.86 percent over the past three years, 15.07 percent over the past five years, and 8.86 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.8%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||15.1%|
|10 Years (Annualized)||8.9%|
The investment seeks a high total investment return, consistent with the preservation of capital and with prudent investment risk. The Portfolio pursues an active asset allocation strategy whereby investments are allocated among three asset classes: equity securities, debt instruments, and money market instruments. It invests at least 50% of its total assets in the common stocks of established U.S. companies the sub-adviser believes to have above-average potential for capital growth. The remaining assets are generally invested in other securities, including convertibles, warrants, preferred stocks, corporate and government debt, bank loans and options.
Fees are Above Average compared to funds in the same category.
VY T. Rowe Price Capital Appreciation Portfolio has an expense ratio of 1.24 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.