| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
3
1
1
3
1
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C
(Hold)
|
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.
See all Northeast Investors funds
Performance
The fund has returned 14.69 percent over the past year, 8.45 percent over the past three years, 6.03 percent over the past five years, and 6.86 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.9% |
| 1 Year | 14.7% |
| 3 Years (Annualized) | 8.4% |
| 5 Years (Annualized) | 6.0% |
| 10 Years (Annualized) | 6.9% |
Summary
The investment seeks the production of income. The fund invests primarily in marketable securities of established companies which the Trustees believe provide reasonable income and which, where consistent with this objective, may have potential for capital appreciation. It emphasizes debt securities which are rated as lower than investment-grade by either of the two principal rating services or unrated securities having similar characteristics.
Fees
Fees are Above Average compared to funds in the same category.
Northeast Investors Growth Fund has an expense ratio of 1.00 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
Fund Opinions
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 2 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 5 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2013-03-12
