New Path Tactical Allocation Fund

U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 7.68 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date -0.1%
1 Year 7.7%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund invests primarily in shares of exchange-traded funds that track various indices ("ETFs"). These indices may track the performance of the equity, fixed income and/or commodities markets, in general, or the performance of specific sectors or market segments. It may also invest in exchange-traded notes. The fund may invest up to 20% of its net assets in Underlying ETFs that hold commodity-linked derivative instruments or invest in the securities of issuers involved in commodity-related businesses. It may also invest in Underlying ETFs that hold real estate investment trusts ("REITs"). The fund is non-diversified.

Fees

Fees are Low compared to funds in the same category.
New Path Tactical Allocation Fund has an expense ratio of 1.25 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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