3 / 5 Stars
5 5 3 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#14 in Intermediate-Term Government
U.S. News evaluated 75 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 4.89 percent over the past year, 3.97 percent over the past three years, 3.79 percent over the past five years, and 4.47 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.8%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||3.8%|
|10 Years (Annualized)||4.5%|
The investment seeks a high level of current income derived from securities of the U.S. government and its agencies without incurring undue risk to principal. At least eighty percent (80%) of the fund will be invested in securities issued by the U.S. government or its agencies or instrumentalities, with the remainder of the fund invested in bank accounts fully insured by the FDIC or collateralized by bonds issued by the U.S. government or its agencies or U.S. Treasury or Agency Notes and Bills. The nominal maturity of it will normally range between 3-10 years. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Dupree Intermediate Government Bond Series has an expense ratio of 0.48 percent.
Risk is High compared to funds in the same category according to Morningstar.