3 / 5 Stars
5 5 2 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Corporate Bond
U.S. News evaluated 49 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 6.75 percent over the past year, and 5.45 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.2%|
|3 Years (Annualized)||5.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total returns. The fund normally invests at least 80% of its net assets in fixed income securities considered to be investment grade quality. It primarily invests in securities that mature within three to fifteen years from the date of settlement and maintains an average dollar-weighted portfolio duration of between three and ten years. The fund's investments may include foreign securities denominated in foreign currencies. It may concentrate its investments in obligations of U.S. and foreign banks and bank holding companies.
Fees are Average compared to funds in the same category.
DFA Intermediate-Term Extended Quality Portfolio Fund has an expense ratio of 0.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.