1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#41 in World Allocation
U.S. News evaluated 120 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 10.85 percent over the past year, 0.09 percent over the past three years, 5.15 percent over the past five years, and 4.14 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||0.1%|
|5 Years (Annualized)||5.2%|
|10 Years (Annualized)||4.1%|
The investment seeks to preserve and increase the purchasing power value of its shares over the long term. The fund normally seeks to invest in the following investment categories in accordance with following Target Percentages, subject to certain quarterly and other adjustments (Target Percentage in parentheses): gold (20%); silver (10%); Swiss franc assets (20%); hard asset securities (25%); and large capitalization growth stocks (25%). The fund is non-diversified.
Fees are Low compared to funds in the same category.
Midas Perpetual Portfolio has an expense ratio of 1.69 percent.
Risk is Average compared to funds in the same category according to Morningstar.