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Top Asset Allocation Balanced Funds
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ShareToday we are featuring top-performing "asset allocation" balanced mutual funds that generally seek total return by investing through the most favorable allocation among asset classes.
Investors can find such funds by checking out the entire list of the Zacks #1 Rank Asset Allocation Balanced Funds list.
3 Top Performers
ING Principal Protection X A (IPXAX) was incepted in August, 2004. It seeks to participate in favorable equity market conditions while preserving at least the principal amount of the Fund as of the inception of the guarantee period.
The fund seeks to outperform the total return performance of the S&P 500 index during the index plus large cap period. It allocates assets appropriately to the equity component and to the fixed component during the guarantee period.
Unit holders have to make a minimum initial investment of $1,000 to enter the fund. The fund pays dividends annually. ExxonMobil Corp. (XOM), Procter & Gamble Co. (PG) and General Electric Co. (GE) are among the fund's top holdings.
Dreyfus Global Absolute Return A (DGPAX) was incepted in December, 2007. and seeks total return. The fund is not managed to a benchmark index.
The fund seeks to provide returns that are largely independent of market moves. It will seek to achieve investment exposure to global equity, bond and currency markets primarily through long and short positions in futures, options and forward contracts.
The fund is non-diversified. Its investments are focused among the major developed capital markets of the world, such as the United States, Canada, Japan, Australia and Western Europe.
Accessor Income Allocation A (AILAX) was incepted in September 2003. The fund seeks high current income and some stability of principal.
The fund generally invests in a combination of the Underlying Fixed-Income Funds and the Underlying Money Market Fund, and may invest in a limited amount of the Underlying Equity Funds and the Underlying Alternatives Funds.
The fund uses a conservative asset allocation strategy and is designed to provide income for investors with a low risk tolerance and a 1-3 year investment time horizon. Unit holders have to make a minimum initial investment of $5,000 to enter the fund.
Discover Many More Funds
Learn more about the new Zacks Mutual Fund Rank and discover some of the best market-beating mutual funds by browsing our new mutual funds section. This part of Zacks.com offers a variety of tools, including mutual fund research, a new mutual fund screener/>, helpful answers to frequently asked questions and quick access to prospectuses and other information.
By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward.
Read the full analyst report on IPXAX
Read the full analyst report on DGPAX
Read the full analyst report on AILAX
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| Market Summary | Feb 10, 2012 14:18 pm ET |