| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
5
3
2
1
1
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
---
|
|
TheStreet.com
D+
(Sell)
|
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 7.47 percent over the past year, 7.79 percent over the past three years, 7.01 percent over the past five years, and 7.50 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.3% |
| 1 Year | 7.5% |
| 3 Years (Annualized) | 7.8% |
| 5 Years (Annualized) | 7.0% |
| 10 Years (Annualized) | 7.5% |
Summary
The investment seeks to maximize current income; capital appreciation is a secondary consideration. The fund invests primarily in a diversified portfolio of primarily investment grade bonds and other debt instruments. It invests at least 80% of its assets in bonds and other debt instruments. The fund may invest in debt instruments of any type, including corporate bonds, securities issued or guaranteed by the U.S. government, its agencies or instrumentalities, mortgage-backed securities, asset-backed securities, and other fixed income securities. It may invest up to 20% of its assets in debt securities that are below investment grade.
Fees
Fees are Above Average compared to funds in the same category.
Value Line Core Bond Fund has an expense ratio of 1.32 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
