3 / 5 Stars
2 1 4 4 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#50 in Moderate Allocation
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, 8.29 percent over the past three years, 4.19 percent over the past five years, and 5.78 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.3%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||5.8%|
The investment seeks long-term capital growth and income through an actively managed portfolio of stocks, bonds and money market instruments. The fund will invest at least 25% of its assets in fixed income securities, such as U.S. government agency securities, corporate bonds and money market funds, and at most 75% of its assets in a diversified portfolio of domestic equity securities, such as common and preferred stock. It incorporates comprehensive environmental, social and governance (ESG) guidelines in portfolio construction.
Fees are Above Average compared to funds in the same category.
Walden Asset Management Fund has an expense ratio of 1.00 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.