2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#19 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 9.27 percent over the past year, 4.06 percent over the past three years, and 4.23 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||4.1%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||N/A|
The investment seeks to provide a total return from a diversified portfolio of stocks and bonds. The fund allocates assets among various types of U.S. and foreign equity and fixed income investments based on the following model allocation: 0-40% equity securities, 0-60% convertible bonds, 0-100% fixed income securities and 0-100% cash or cash-like instruments. The allocation to equity securities and convertible bonds will not exceed 60% of the fund's total assets except for temporary defensive positions. The fund may invest in high-yield securities which are rated below investment grade. It may enter into short sales. The fund is non-diversified.
Fees are Low compared to funds in the same category.
JPMorgan Strategic Preservation Fund has an expense ratio of 1.33 percent.
Risk is Low compared to funds in the same category according to Morningstar.