Estabrook Investment Grade Fixed Income Fund

Class Inst (EEFIX)
Scorecard
2 / 5 Stars
Lipper
4 4 3 2 3
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

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.

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Performance

The fund has returned 5.53 percent over the past year, and 4.63 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 3.6%
1 Year 5.5%
3 Years (Annualized) 4.6%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve high current income and capital appreciation. The fund, under normal circumstances, seeks to achieve its investment objective by investing at least 80% of its assets in investment grade fixed income securities. It typically selects fixed income securities from several sectors including U.S. Treasuries and agency securities and corporate bonds. Although the fund invests primarily in investment grade fixed income securities, it may invest up to 20% of its total assets in high yield securities, or "junk bonds," rated Ba1 or lower by Moody's or BB+ or lower by S&P and Fitch.

Fees

Fees are Above Average compared to funds in the same category.
Estabrook Investment Grade Fixed Income Fund has an expense ratio of 0.70 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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