3 / 5 Stars
2 4 1 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 144 World 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 10.21 percent over the past year, 7.08 percent over the past three years, and 1.75 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.3%|
|3 Years (Annualized)||7.1%|
|5 Years (Annualized)||1.7%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund is a "fund of funds". It intends to allocate and reallocate its assets among a range of non-traditional or alternative asset classes in a flexible and dynamic way to capture return from such non-traditional or alternative sources. The fund's non-traditional or alternative exposures include industry sector equity strategies, long-short strategies, foreign currency trading strategies, floating rate bank loans, emerging market bonds, managed futures strategies, real estate and other non-core investments.
Fees are Low compared to funds in the same category.
Aberdeen Diversified Alternatives Fund has an expense ratio of 0.25 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.