3 / 5 Stars
2 1 2 3 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#8 in Tactical Allocation
U.S. News evaluated 98 Tactical 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 21.66 percent over the past year, and 4.32 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to limit the impact of large equity market declines, and the secondary investment objective is growth of capital. The fund invests primarily in U.S. Treasury bills, individual equity securities, exchange traded funds ("ETFs"), open-end mutual funds and closed-end funds that each invest primarily in equity securities. The adviser projects that the maximum risk level (as measured by return volatility) will be similar to a portfolio invested in a globally diversified equity portfolio composed of 60% large-cap U.S. stocks, 20% small- to mid-cap U.S. stocks and 20% international stocks.
Fees are Low compared to funds in the same category.
AdvisorOne Shelter Fund has an expense ratio of 1.15 percent.
Risk is Average compared to funds in the same category according to Morningstar.