4 / 5 Stars
1 1 4 1 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#19 in Tactical Allocation
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.
The fund has returned 19.78 percent over the past year, and 10.04 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.6%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation without regard to current income. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with it or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. The investments of the fund and portfolio funds will be comprised of equity securities, principally consisting of common stock, preferred stock, convertible preferred stock, convertible bonds, and warrants.
Fees are Low compared to funds in the same category.
Rx Dynamic Growth Fund has an expense ratio of 0.88 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.