3 / 5 Stars
2 2 3 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
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 1.81 percent over the past year, 5.36 percent over the past three years, 13.85 percent over the past five years, and 3.85 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||4.4%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||13.9%|
|10 Years (Annualized)||3.9%|
The investment seeks to maximize total return. The fund will invest at least 40% of its net assets, plus the amount of any borrowing for investment purposes, in investments of issuers organized, located, or doing a substantial amount of business outside the United States, including investments that expose the fund to such issuers, and it will invest in issuers organized, located, or doing a substantial amount of business in or have investments that expose the fund to issuers organized, located, or doing a substantial amount of business in a minimum of three countries, including the United States.
Fees are Low compared to funds in the same category.
Managers AMG FQ Global Essentials Fund has an expense ratio of 1.41 percent.
Risk is Average compared to funds in the same category according to Morningstar.