4 / 5 Stars
5 5 5 1 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#3 in Tactical Allocation
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 11.27 percent over the past year, 8.30 percent over the past three years, and 11.38 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||9.6%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||11.4%|
|10 Years (Annualized)||N/A|
The investment seeks a balance long term capital appreciation and high current income. The fund, which is a fund of funds, normally invests 40% of its assets in underlying funds that invest primarily in equity securities and 60% of its assets in underlying funds that invest primarily in fixed income securities. It may also directly invest in exchange-traded funds ("ETFs"). The fund may, when consistent with its investment objective, buy or sell options or futures, or enter into total return swaps and foreign currency transactions (collectively, commonly known as derivatives). It is non-diversified.
Fees are Low compared to funds in the same category.
BlackRock Conservative Prepared Portfolio has an expense ratio of 0.87 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.