2 / 5 Stars
2 1 3 1 5
Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#38 in World Allocation
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.
The fund has returned 10.85 percent over the past year, 5.06 percent over the past three years, and 2.81 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||5.1%|
|5 Years (Annualized)||2.8%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund invests primarily in an allocation of indexed investments and cash positions to achieve its investment objective. Indexed investments include exchange-traded funds or ETFs, groups of securities related by index or sector made available through certain brokers at a discount brokerage rate, and index-based mutual funds or other investment companies.
Fees are Low compared to funds in the same category.
Stadion Core Advantage Portfolio Trust has an expense ratio of 1.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.