3 / 5 Stars
2 3 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#9 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 19.55 percent over the past year, 9.37 percent over the past three years, and 13.24 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.6%|
|3 Years (Annualized)||9.4%|
|5 Years (Annualized)||13.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund is a "fund of funds". It normally allocates 75-85% of its assets based on a "static" allocation among the underlying funds and 15-25% of its assets based on a "tactical allocation" to those funds and to other investments. The static portion of the fund's allocation is divided between the underlying funds based on asset allocation target ranges of 70-90% in equity funds (of which 10-35% of the static portion of the fund may be in foreign equity funds), 10-30% in fixed-income funds and up to 10% in alternative funds that provide asset diversification.
Fees are Low compared to funds in the same category.
Oppenheimer Portfolio Series Active Allocation Fund has an expense ratio of 0.54 percent.
Risk is Average compared to funds in the same category according to Morningstar.