3 / 5 Stars
2 2 3 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 84 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 -1.09 percent over the past year, 5.77 percent over the past three years, 10.47 percent over the past five years, and 3.90 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||10.5%|
|10 Years (Annualized)||3.9%|
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-linked instruments. Its investments within each asset class are generally index-based--typically, portfolios of individual securities intended to track the performance of the particular asset class and, primarily for certain types of assets such as credit assets, derivatives intended to track such performance. Equity securities will comprise no more than 75% of the fund's investments.
Fees are High compared to funds in the same category.
AllianceBernstein Global Risk Allocation has an expense ratio of 1.38 percent.
Risk is Average compared to funds in the same category according to Morningstar.