Pax World High Yield Bond Fund

Scorecard
1 / 5 Stars
Lipper
1 1 3 1 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

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 10.11 percent over the past year, 7.31 percent over the past three years, 10.02 percent over the past five years, and 7.06 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 10.1%
3 Years (Annualized) 7.3%
5 Years (Annualized) 10.0%
10 Years (Annualized) 7.1%

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Summary

The investment seeks high current income; as a secondary investment objective, it seeks capital appreciation. Under normal market conditions, the High Yield Bond Fund invests at least 80% of its assets (plus any borrowings for investment purposes) in high-yield, fixed income securities (such as bonds, notes or debentures) that are rated below BBB-by Standard & Poor's Ratings Group or below Baa3 by Moody's Investors Service, similarly rated by another major rating service, or unrated and determined by the High Yield Bond Fund's investment adviser to be of comparable quality.

Fees

Fees are Above Average compared to funds in the same category.
Pax World High Yield Bond Fund has an expense ratio of 1.21 percent.

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Risk

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

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See Also:

Top Pax World Funds