WBI Absolute Return Dividend Income Fund

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all WBI FUNDS funds

See full World Stock rankings

See more fund rankings

Performance

Trailing Returns Updated 02.28.2014
Year to date -1.3%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

See more WBDIX performance

Summary

The investment seeks long-term capital appreciation and current income. Under normal market conditions, the Dividend Income Fund will invest at least 80% of its net assets (including any borrowings for investment purpose) in dividend-paying equity securities of foreign and domestic companies. Up to 20% of the fund's net assets may be invested in non-dividend paying equities, domestic and foreign fixed income securities, exchange-traded funds ("ETFs"), exchange-traded notes ("ETNs"), and/or in option strategies to enhance its returns or to mitigate risk and volatility.

Fees

Fees are Above Average compared to funds in the same category.
WBI Absolute Return Dividend Income Fund has an expense ratio of 1.75 percent.

See more WBDIX fees

Risk

Risk is N/A compared to funds in the same category according to Morningstar.

See more WBDIX risk