4 / 5 Stars
5 5 2 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 47 Corporate Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 0.67 percent over the past year, 6.57 percent over the past three years, 11.29 percent over the past five years, and 6.03 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.6%|
|3 Years (Annualized)||6.6%|
|5 Years (Annualized)||11.3%|
|10 Years (Annualized)||6.0%|
The investment seeks total return. The fund invests primarily in corporate bonds. Under normal circumstances, it will invest at least 80% of its net assets in corporate bonds. The fund's focus is on corporate bonds that have investment grade credit ratings from a nationally recognized statistical rating organization (NRSRO). It may also invest up to 20% of its net assets in high yield corporate bonds ("junk bonds"). In addition, the fund may invest up to 35% of its total assets in foreign securities, but the fund's total non-U.S.-dollar currency exposure will be limited, in the aggregate, to no more than 25% of net assets.
Fees are High compared to funds in the same category.
Delaware Corporate Bond Fund has an expense ratio of 1.68 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.