3 / 5 Stars
5 5 3 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#35 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 -1.30 percent over the past year, 3.66 percent over the past three years, 4.19 percent over the past five years, and 4.56 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.7%|
|3 Years (Annualized)||3.7%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||4.6%|
The investment seeks a high level of current income with liquidity and safety of principal. The fund principally invests in securities issued by the U.S. government and its agencies and instrumentalities and related to securities issued by the U.S. government and its agencies and instrumentalities. It mainly invests in government bonds with intermediate to long remaining maturities. The fund's average weighted maturity will ordinarily range between three and 15 years, taking into account expected prepayment of principal on certain investments.
Fees are High compared to funds in the same category.
JPMorgan Government Bond Fund has an expense ratio of 0.74 percent.
Risk is High compared to funds in the same category according to Morningstar.