2 / 5 Stars
1 2 5 2 3
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 75 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 10.48 percent over the past year, and 2.11 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||9.4%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return through a combination of capital appreciation and income. The fund invests at least 80% of its assets measured at the time of purchase in ETFs. It invests predominantly in exchange-traded funds ("ETFs"), in addition to index-based mutual funds ("underlying funds") that each invest primarily in (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents. The fund invests its assets across multiple asset classes by investing in ETFs and underlying funds that each invest primarily in securities of large capitalization domestic issuers.
Fees are Low compared to funds in the same category.
Astor Long/Short ETF Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.