4 / 5 Stars
3 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#10 in Tactical Allocation
U.S. News evaluated 85 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 16.91 percent over the past year, 7.59 percent over the past three years, 13.56 percent over the past five years, and 6.41 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||6.4%|
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 invests primarily in no-load and load-waived mutual funds, including ETFs ("underlying funds"). The underlying funds invest primarily in individual securities such as common stocks and corporate or government bonds. The fund will invest predominantly in Core Equity underlying funds, which generally invest in diversified portfolios of equity securities of well-established U.S. and foreign companies with a wide range of market capitalizations.
Fees are Low 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.