3 / 5 Stars
2 2 3 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#35 in Intermediate-Term Government
U.S. News evaluated 76 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 -2.46 percent over the past year, 2.37 percent over the past three years, 2.84 percent over the past five years, and 4.25 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||-2.0%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||2.8%|
|10 Years (Annualized)||4.2%|
The investment seeks to provide investment results approximating the performance of the Barclays Capital U.S. Treasury Index. The fund invests substantially all (and at least 80%) of its net assets in a representative sample of the U.S. Treasury obligations included in the Barclays U.S. Treasury Index. It will buy and sell securities with the goal of achieving an overall duration and total return similar to that of the Barclays U.S. Treasury Index. The Barclays U.S. Treasury Index is an unmanaged index that includes a broad range of U.S. Treasury obligations and is considered representative of U.S. Treasury bond performance overall.
Fees are Low compared to funds in the same category.
Northern U.S. Treasury Index Fund has an expense ratio of 0.15 percent.
Risk is High compared to funds in the same category according to Morningstar.