1 / 5 Stars
1 1 5
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 2.74 percent over the past year, -3.83 percent over the past three years, and -3.89 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.1%|
|3 Years (Annualized)||-3.8%|
|5 Years (Annualized)||-3.9%|
|10 Years (Annualized)||N/A|
The investment seeks a moderate total rate of return on an annual basis. The fund normally invests at least 40% of net assets outside the U.S. The Subadviser employs an investment strategy that alternates between positions designed to profit from market trends, such as entering into "long" and "short" positions in domestic and international securities, and investing in cash or cash equivalents as a temporary defensive measure. It may also invest directly in foreign currencies and individual foreign securities or indirectly through ADRs. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Hundredfold Select Global Fund has an expense ratio of 2.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.