4 / 5 Stars
4 3 3 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
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 13.23 percent over the past year, 8.29 percent over the past three years, 11.86 percent over the past five years, and 5.53 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.4%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||11.9%|
|10 Years (Annualized)||5.5%|
The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests dynamically in a number of global asset classes, including equity/credit, fixed-income, and inflation-indexed instruments. Equity securities will comprise no more than 75% of the fund's investments. The fund may invest in fixed-income securities with a range of maturities from short- to long-term. It may invest up to 20% of its assets in high-yield securities.
Fees are Low compared to funds in the same category.
AllianceBernstein Global Risk Allocation has an expense ratio of 0.71 percent.
Risk is Average compared to funds in the same category according to Morningstar.