| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
5
3
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#175 in Intermediate-Term Bond
U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 4.73 percent over the past year, 6.01 percent over the past three years, 5.70 percent over the past five years, and 4.48 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.0% |
| 1 Year | 4.7% |
| 3 Years (Annualized) | 6.0% |
| 5 Years (Annualized) | 5.7% |
| 10 Years (Annualized) | 4.5% |
Summary
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
Fees are Above Average compared to funds in the same category.
Aberdeen Core Fixed Income Fund has an expense ratio of 0.78 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
