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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
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.6% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks consistent total returns by seeking to balance risks across multiple asset classes. The fund normally allocates its investment risks across multiple asset classes that may respond differently to various economic and market environments. Generally, the manager seeks to allocate the fund's assets so that similar amounts of risk are allocated to equity securities, fixed income securities, and inflation-hedging assets. The manager employs a proprietary risk balancing process with the goal of generating attractive long-term risk-adjusted returns while being able to respond to shorter term changes in market volatility. It is non-diversified.
