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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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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.
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.2% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long term capital appreciation. The fund invests primarily in futures contracts and other financially-linked derivatives and instruments whose performance is expected to correspond to global equity markets, global interest rates markets as reflected in the government bond markets of developed countries and global commodities markets. It will also hold a large portion of its assets either directly or indirectly in cash, money market instruments or other cash equivalents, some of which will serve as margin or collateral for the fund's futures contracts or other derivatives positions. The fund is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Salient Risk Parity Fund has an expense ratio of 1.61 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
