WBI Absolute Return Balanced Plus Fund

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

Trailing Returns Updated 02.28.2014
Year to date 1.4%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks current income and long-term capital appreciation, while also seeking to protect principal during unfavorable market conditions. Under normal market conditions, the Balanced Plus 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 which the Advisor believes have the capacity to increase dividends over time, and at least 25% (with a target of approximately 40% to 50%) of its net assets in domestic and foreign fixed income securities.

Fees

Fees are Low compared to funds in the same category.
WBI Absolute Return Balanced Plus Fund has an expense ratio of 1.75 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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