1 / 5 Stars
1 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
1 / 5 Stars
#50 in World Allocation
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 8.11 percent over the past year, 6.05 percent over the past three years, -2.13 percent over the past five years, and 7.13 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.6%|
|3 Years (Annualized)||6.1%|
|5 Years (Annualized)||-2.1%|
|10 Years (Annualized)||7.1%|
The investment seeks maximum total return from capital growth and income. The fund invests in securities, derivatives and other financial instruments that, in the Adviser's opinion, offer the opportunity for maximum total return from capital growth and income. It normally invests the majority of its assets in securities that it's Adviser has designated as "Index Securities". The fund may also invest in the common stock of U.S. and foreign issuers and in other U.S. and foreign securities.
Fees are Low compared to funds in the same category.
API Efficient Frontier Core Income Fund has an expense ratio of 1.47 percent.
Risk is High compared to funds in the same category according to Morningstar.