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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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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 | 4.6% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize long term total return. The fund invests in a combination of underlying exchange traded funds ("ETFs"). The sub-adviser expects to allocate substantially all of its assets among underlying index-based ETFs to achieve targeted exposure to global equities, commodities and derivative securities, as well as U.S. and international fixed income securities. The fund's allocation of its assets will generally vary as follows: 16% to 70% in global equities, including emerging markets; 0% to 8% in inflation-protected securities; 0% to 15% in commodities; 14% to 70% in fixed income securities; and 0% to 5% in derivative securities.
