2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 273 Intermediate-Term Bond 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 4.06 percent over the past year, 3.31 percent over the past three years, 4.24 percent over the past five years, and 3.77 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||4.2%|
|10 Years (Annualized)||3.8%|
The investment seeks to maximize total return consistent with the preservation of capital and prudent investment management. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in a diversified portfolio of fixed income securities and instruments. It will primarily invest in investment grade securities at the time of purchase. The fund may invest in derivative instruments. It may invest in securities of any maturity.
Fees are High compared to funds in the same category.
Aberdeen Core Fixed Income Fund has an expense ratio of 1.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.