4 / 5 Stars
3 4 3 3 4
Zacks Investment Research
Standard & Poor's
3 / 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 15.26 percent over the past year, 8.87 percent over the past three years, and 11.99 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.8%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||12.0%|
|10 Years (Annualized)||N/A|
The investment seeks a balance between long term capital appreciation and high current income, with a greater emphasis on capital appreciation. The fund, which is a fund of funds, normally invests 60% of its assets in underlying funds that invest primarily in equity securities and 40% of its assets in underlying funds that invest primarily in fixed income securities, including exchange-traded funds ("ETFs"). It 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). The fund is non-diversified.
Fees are Low compared to funds in the same category.
BlackRock Moderate Prepared Portfolio has an expense ratio of 1.42 percent.
Risk is Average compared to funds in the same category according to Morningstar.