Rx Premier Managers Fund

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.

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Performance

The fund has returned 14.83 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 14.8%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks total return through a combination of capital appreciation and current income. The fund invests in open-end mutual funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. It will principally invest in portfolio funds or utilize investment model managers with a performance record of at least 5 years that have an investment objective similar to the fund's.

Fees

Fees are Low compared to funds in the same category.
Rx Premier Managers Fund has an expense ratio of 1.70 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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