3 / 5 Stars
3 1 1 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#60 in High Yield Bond
U.S. News evaluated 174 High Yield 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 8.83 percent over the past year, 4.20 percent over the past three years, 17.23 percent over the past five years, and 7.80 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.1%|
|3 Years (Annualized)||4.2%|
|5 Years (Annualized)||17.2%|
|10 Years (Annualized)||7.8%|
The investment seeks maximum total return with an emphasis on high current income. The fund normally invests at least 80% of its assets in high-yield fixed-income securities, which include debt securities and preferred stocks. It invests in a diversified portfolio of lower-quality, high-risk U.S. and foreign corporate bonds, commonly referred to as high-yield 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") (which may include bonds having default credit ratings), or that are unrated but are considered by the Advisor, to be of comparable quality.
Fees are Above Average compared to funds in the same category.
Aegis High Yield Fund has an expense ratio of 1.20 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.