2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 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 9.44 percent over the past year, 3.60 percent over the past three years, 9.85 percent over the past five years, and 4.02 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.0%|
|3 Years (Annualized)||3.6%|
|5 Years (Annualized)||9.9%|
|10 Years (Annualized)||4.0%|
The investment seeks maximum total return from capital growth and income. The fund invests in securities that, in the Adviser's opinion, offer the opportunity for maximum total return from capital growth and income. It normally invests at least 25% of its assets in "ETF's" that represent interests in a portfolio of common stocks or fixed income securities seeking to track the performance of a securities index or similar benchmark, such as the S&P 500 Index, the NYSE Composite Index, the NASDAQ Composite Index or the Russell 1000 Index. The fund may also invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities.
Fees are Low compared to funds in the same category.
API Efficient Frontier Core Income Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.