3 / 5 Stars
3 4 2 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 120 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 15.34 percent over the past year, 7.26 percent over the past three years, 11.58 percent over the past five years, and 6.93 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.5%|
|3 Years (Annualized)||7.3%|
|5 Years (Annualized)||11.6%|
|10 Years (Annualized)||6.9%|
The investment seeks total return. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in underlying funds (the "underlying funds") and, to a limited extent, in direct investments, such as exchange-traded notes ("ETNs"). It intends to allocate and reallocate its assets among a wide 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.
Fees are Low compared to funds in the same category.
Aberdeen Dynamic Allocation Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.