3 / 5 Stars
2 2 2 3 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#22 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 14.57 percent over the past year, and 6.00 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.3%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term growth of capital; a secondary objective of the fund is to limit risk during unfavorable market conditions. The fund's adviser invests primarily in: (1) exchange traded funds ("ETFs") that invest primarily in U.S. and foreign common stocks of any capitalization and U.S. and foreign fixed income securities of any rating (including high-yield debt instruments), (2) U.S. and foreign common stocks of any capitalization, (3) U.S. and foreign fixed income securities of any rating, (4) derivative instruments, including credit default swaps, and (5) U.S. or foreign cash equivalents. It is non-diversified.
Fees are Low compared to funds in the same category.
Toews Hedged Growth Allocation Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.