3 / 5 Stars
3 3 2 3 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 129 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 4.87 percent over the past year, 4.74 percent over the past three years, and 11.94 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.8%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||11.9%|
|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 asset classes in a flexible and dynamic way to capture return from a number of equity, fixed income and other sources. The fund may also allocate assets to a limited extent to underlying funds that pursue alternative investment strategies, such as managed futures, commodity-linked instruments, equity sectors, currencies and floating rate loans.
Fees are High compared to funds in the same category.
Aberdeen Dynamic Allocation Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.