2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
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 7.71 percent over the past year, and 4.03 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.0%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks a high rate of current income with less volatility than common stocks as measured by the standard deviation; it seeks total return as a secondary investment objective. The fund invests in a portfolio of high income securities that may include stocks, preferred stocks, master limited partnerships, convertible preferred stock, convertible bonds, real estate investment trusts, and bonds selected by applying quantitative modeling techniques that use numerous factors including dividend yield, price momentum, trading volume, bid/ask spread, and price as compared to simple and exponential moving averages.
Fees are Low compared to funds in the same category.
AmericaFirst Income Trends Fund has an expense ratio of 2.21 percent.
Risk is Average compared to funds in the same category according to Morningstar.