| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
2
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#110 in High Yield Bond
U.S. News evaluated 166 High Yield Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 4.48 percent over the past year, 5.04 percent over the past three years, and 5.45 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.5% |
| 1 Year | 4.5% |
| 3 Years (Annualized) | 5.0% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income and capital appreciation. Under normal conditions, the fund primarily invests (up to 100% of its net assets) in high yield securities (also known as "junk bonds"). Its investments in high yield securities will not be limited in duration, but typically will be in securities having a duration of two to six years at the time of purchase. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Intrepid Income Fund has an expense ratio of 1.15 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
