| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
1
4
1
5
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
D
(Sell)
|
#34 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.
Performance
The fund has returned 10.86 percent over the past year, 2.60 percent over the past three years, and 2.61 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.7% |
| 1 Year | 10.9% |
| 3 Years (Annualized) | 2.6% |
| 5 Years (Annualized) | 2.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term capital appreciation, while maintaining a secondary emphasis on capital preservation. The fund invests primarily in 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. Cash positions include cash and short-term, highly liquid investments such as money market mutual funds.
Fees
Fees are Low compared to funds in the same category.
Stadion Managed Portfolio has an expense ratio of 1.51 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
