5 / 5 Stars
5 5 2 3 1
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 85 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 17.05 percent over the past year, 9.59 percent over the past three years, and 22.88 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||9.6%|
|5 Years (Annualized)||22.9%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation and to achieve positive returns through all market cycles. The fund intends to achieve its investment objective by investing, under normal circumstances, in individual equity and fixed income securities. It will invest in equity securities regardless of market capitalization. The fund may invest in fixed income securities regardless of maturity or credit rating.
Fees are Low compared to funds in the same category.
AmericaFirst Quantitative Strategies Fund has an expense ratio of 2.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.