Rx Dynamic Growth Fund

Scorecard
5 / 5 Stars
Lipper
1 1 5 1 1
Zacks Investment Research
2 (Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D (Sell)

#14 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.

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Performance

The fund has returned 21.41 percent over the past year, and 9.59 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 3.6%
1 Year 21.4%
3 Years (Annualized) 9.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
Rx Dynamic Growth Fund has an expense ratio of 0.88 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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