4 / 5 Stars
3 3 5 3 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#31 in Intermediate-Term Government
U.S. News evaluated 77 Intermediate Government 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 -0.19 percent over the past year, 2.67 percent over the past three years, 5.46 percent over the past five years, and 4.41 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.6%|
|3 Years (Annualized)||2.7%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||4.4%|
The investment seeks to provide current income. The fund invests at least 80% of its assets in U.S. government securities. The securities in which the fund invests generally will have a minimum rating no lower than the lowest investment grade category (i.e., rated BBB or Baa, or higher, or unrated and considered by the Adviser to be comparable in quality) at the time of purchase. The fund normally maintains an average dollar-weighted effective maturity of four to twelve years.
Fees are High compared to funds in the same category.
BMO Government Income Fund has an expense ratio of 0.80 percent.
Risk is Average compared to funds in the same category according to Morningstar.