4 / 5 Stars
5 5 2 4 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 9.29 percent over the past year, 8.19 percent over the past three years, 18.09 percent over the past five years, and 9.17 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||9.2%|
The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer.
Fees are Below Average compared to funds in the same category.
Loomis Sayles Global Equity and Income Fund has an expense ratio of 0.93 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.