2 / 5 Stars
4 4 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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 13.55 percent over the past year, 0.29 percent over the past three years, and 8.80 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.9%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||8.8%|
|10 Years (Annualized)||N/A|
The investment seeks a high total rate of return (income from short-term trading plus capital appreciation) on an annual basis. Under normal market conditions, the fund will invest at least 80% in equity securities or derivatives of such securities. It invests in equity securities of any market capitalization, investment style, market sector or industry. The fund may also seek exposure to securities of foreign issuers. Hundredfold Advisors LLC ("Hundredfold" or the "Subadviser") actively manages the Equity Fund's portfolio by attempting to anticipate, and respond to, trends in equity securities. It is non-diversified.
Fees are Low compared to funds in the same category.
Hundredfold Select Equity Fund has an expense ratio of 2.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.