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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 22 Multicurrency Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned -9.73 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | -1.9% |
| 1 Year | -9.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks income and capital appreciation. The fund's adviser seeks to achieve the fund's investment objective primarily through two complementary strategies: investing in investment grade income securities and investing in foreign currency-linked securities, funds, and/or derivatives. On average, the fixed income portion of the fund's portfolio will have an average maturity of 5 years or less, although the fund will invest in individual securities of any maturity. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
FX Strategy Fund has an expense ratio of 1.59 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
