* As of 31-Aug-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|iShares Core US Aggregate Bond||9.20||29.66|
|iShares International Select Div||4.63||15.82|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||2.95%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||79|
|% Rank in Category (ytd):||21.41%|
|Morningstar Risk Rating:||3|
The investment seeks to provide long-term capital appreciation with an emphasis on absolute (positive) returns and low correlation to traditional financial market indices such as the S&P 500Â® Index.
The fund utilizes a "multi-manager" approach whereby the fund's assets are allocated to one or more sub-advisers ("Sub-Advisers") in percentages determined at the discretion of the fund's investment adviser. The Adviser also manages a portion of the fund's assets and monitors Sub-Adviser trading with the dual objectives of maximizing each Sub-Adviser's investment flexibility and assuring that the fund as a whole complies with investment restrictions. View More