4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#21 in Intermediate-Term Government
U.S. News evaluated 80 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 -2.09 percent over the past year, 2.55 percent over the past three years, 5.38 percent over the past five years, and 4.91 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-2.3%|
|3 Years (Annualized)||2.6%|
|5 Years (Annualized)||5.4%|
|10 Years (Annualized)||4.9%|
The investment seeks current income consistent with the preservation of capital. The fund primarily invests in high quality, low-risk obligations of the U.S. government and its agencies with maturities of between five and fifteen years. It normally invests in non-callable obligations issued or guaranteed by the U.S. government and U.S. government agencies, AAA-rated, dollar-denominated obligations of foreign governments, obligations of supranational organizations, and futures contracts on U.S. Treasury securities.
Fees are Low compared to funds in the same category.
DFA Intermediate Government Fixed Income Portfolio has an expense ratio of 0.13 percent.
Risk is High compared to funds in the same category according to Morningstar.