Aegis High Yield Fund

U.S. News evaluated 179 High Yield 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 10.83 percent over the past year, 5.09 percent over the past three years, 11.53 percent over the past five years, and 7.77 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.2%
1 Year 10.8%
3 Years (Annualized) 5.1%
5 Years (Annualized) 11.5%
10 Years (Annualized) 7.8%

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Summary

The investment seeks to achieve maximum total return with an emphasis on high current income. Under normal circumstances, the fund invests at least 80% of its assets in high-yield fixed-income securities, which include debt securities and preferred stocks. The fund invests in a diversified portfolio of lower-quality, high-risk U.S. and foreign corporate bonds, commonly referred to as high-yield bonds (or "junk bonds") that are rated below investment grade by Moody's Investor Service, Inc. ("Moody's"), Standard & Poor's Corporation ("S&P"), or Fitch Ratings ("Fitch"), or that are unrated but are considered by the Advisor to be of comparable quality.

Fees

Fees are Above Average compared to funds in the same category.
Aegis High Yield Fund has an expense ratio of 1.45 percent.

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Risk

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

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See Also:

Top Aegis Funds