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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 16.97 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 10.5% |
| 1 Year | 17.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation with less volatility than the equity market in general. The fund invests at least 80% of its assets (defined as net assets plus any borrowing for investment purposes) measured at the time of purchase in ETFs. The Sector Tactical Asset Rotation (S.T.A.R.) ETF fund (the "fund") invests predominantly in exchange-traded funds ("ETFs"), in addition to index-based mutual funds ("underlying funds") that each invest primarily in (1) equity securities, (2) fixed-income securities, (3) alternative/specialty securities or (4) cash equivalents.
Fees
Fees are Low compared to funds in the same category.
Astor S.T.A.R. ETF Fund Featuring AlphaDex has an expense ratio of 1.50 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
