1 / 5 Stars
2 2 3 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
#58 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 -2.77 percent over the past year, 1.79 percent over the past three years, 2.35 percent over the past five years, and 3.23 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||1.8%|
|5 Years (Annualized)||2.3%|
|10 Years (Annualized)||3.2%|
The investment seeks to provide current income consistent with preservation of capital. The fund seeks to achieve its objective by investing exclusively in a diversified portfolio of U.S. government securities. It may invest in mortgage-backed securities issued by U.S. government-sponsored entities or agencies or instrumentalities of U.S. government agencies. The fund has no limitations on the range of maturities of the debt securities in which it may invest.
Fees are High compared to funds in the same category.
Waddell & Reed Advisor Government Securities Fund has an expense ratio of 1.00 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.