3 / 5 Stars
3 3 5 1 5
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 10.99 percent over the past year, 7.21 percent over the past three years, 9.35 percent over the past five years, and 5.04 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.1%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||5.0%|
The investment seeks to provide current income and a reasonable level of capital appreciation. The fund invests in a mix of equity and fixed-income securities that may be appropriate for investors, such as those in early retirement, who need to draw income from investments while obtaining a measure of long-term capital growth as a hedge against inflation. Its focus on bonds for greater stability of principal also makes it suitable for conservative investors seeking income and modest growth, especially those concerned about market volatility. The Manager monitors the performance of the fund's subadvisers and allocates the fund's assets among its subadvisers.
Fees are Low compared to funds in the same category.
Target Conservative Allocation Fund has an expense ratio of 2.27 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.