WOA All Asset I

Class Inst (WOAIX)

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.

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The fund has returned 17.28 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 6.5%
1 Year 17.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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The investment seeks maximum total returns. Under normal market conditions, the fund operates as a "fund of funds" investing primarily in exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), other open-end mutual funds and closed-end funds. Its investment adviser tactically allocates assets to four primary asset segments: global equity securities, global fixed income securities, cash, and commodities/currencies. The fund's strategy is unconstrained and the fund may invest up to 100% in any of these asset segments.


Fees are Above Average compared to funds in the same category.
WOA All Asset I has an expense ratio of 1.36 percent.

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Risk is N/A compared to funds in the same category according to Morningstar.

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Moderate Allocation Funds

Highest Returns (10-year)

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