4 / 5 Stars
4 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#10 in Tactical Allocation
U.S. News evaluated 84 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 12.85 percent over the past year, 7.25 percent over the past three years, 11.64 percent over the past five years, and 6.22 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||11.6%|
|10 Years (Annualized)||6.2%|
The investment seeks to obtain capital appreciation over the long term while at times providing a low level of current income to reduce portfolio volatility. The fund is a fund-of-funds and as such seeks to achieve its investment objective by investing primarily in no-load and load-waived mutual funds, including exchange-traded funds ("underlying funds"). It may invest up to 50% of its net assets in underlying funds that invest in securities of companies located in emerging markets. The fund typically invests substantially in core underlying funds.
Fees are High compared to funds in the same category.
FundX Conservative Upgrader Fund has an expense ratio of 1.42 percent.
Risk is Average compared to funds in the same category according to Morningstar.