2 / 5 Stars
2 2 5 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#55 in Intermediate-Term Government
U.S. News evaluated 82 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 0.98 percent over the past year, 4.00 percent over the past three years, 4.81 percent over the past five years, and 4.35 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.3%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||4.4%|
The investment seeks income. The fund normally invests at least 80% of its net assets in U.S. government securities. It invests substantially all of its assets in Government National Mortgage Association obligations (Ginnie Maes). The mortgage loans may have either fixed or adjustable interest rates. As the underlying mortgage loans are paid off, Ginnie Maes provide investors with monthly payments of interest and principal as well as any unscheduled prepayments on the underlying mortgage loans.
Fees are Low compared to funds in the same category.
Franklin U.S. Government Securities Fund has an expense ratio of 0.73 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12