2 / 5 Stars
2 2 1 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#39 in World Allocation
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 5.93 percent over the past year, 3.96 percent over the past three years, and 10.43 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||4.3%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund pursues its investment objective through a "fund of funds" approach, whereby it primarily invests in other unaffiliated mutual funds. The underlying funds in turn primarily invest in one or more of the following 5 Essential Themes: real estate, energy, raw materials, bonds and capital markets. The equity securities in which an underlying fund may invest include primarily common stock, preferred stock and warrants. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Giant 5 Total Investment System has an expense ratio of 2.12 percent.
Risk is High compared to funds in the same category according to Morningstar.