3 / 5 Stars
5 5 5 2 4
Zacks Investment Research
Standard & Poor's
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 9.07 percent over the past year, and 4.98 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||5.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks current income and long-term capital appreciation, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 25% (with a target of approximately 40% to 60%) of its net assets in the equity securities of domestic and foreign dividend-paying companies of any size market capitalization, and at least 25% (with a target of approximately 40% to 50%) of its net assets in domestic and foreign fixed income securities. The fund may invest without limitation in securities of foreign issuers, and may invest up to 50% of its net assets in the securities of issuers in emerging markets.
Fees are Low compared to funds in the same category.
WBI Absolute Return Balanced Fund has an expense ratio of 1.73 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.