1 / 5 Stars
5 5 2 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 6.06 percent over the past year, and -0.58 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.2%|
|3 Years (Annualized)||-0.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its assets in Latin American securities (i.e., equity and debt securities of Latin American companies, sovereign debt of Latin American countries, and investment companies that primarily invest in the securities of issuers in, or seek to track the performance of indices based on, Latin American markets). It defines Latin American countries as countries in Central America (including Mexico) and South America, excluding the Caribbean islands.
Fees are Low compared to funds in the same category.
Strategic Latin America Fund has an expense ratio of 1.80 percent.
Risk is High compared to funds in the same category according to Morningstar.