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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 148 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 6.19 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 1.7% |
| 1 Year | 6.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 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 and allocates its investment primarily between, Indexed Investments that primarily track non-U.S. developed and emerging markets and market sectors, and cash positions. It may invest in fixed-income Indexed Investments with portfolios comprised of domestic or foreign corporate and/or government bonds issued by any size company, municipality or government body in any sector of any maturity or yield.
Fees
Fees are Above Average compared to funds in the same category.
Stadion Olympus Fund has an expense ratio of 2.70 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
