2 / 5 Stars
1 1 5 2 4
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 12.19 percent over the past year, and 2.48 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||2.5%|
|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 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. Under normal market conditions, it invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs.
Fees are Low compared to funds in the same category.
Astor Long/Short ETF Fund has an expense ratio of 2.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.