2 / 5 Stars
1 1 4 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#159 in Intermediate-Term Bond
U.S. News evaluated 280 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 0.20 percent over the past year, 3.22 percent over the past three years, 4.92 percent over the past five years, and 4.43 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||4.9%|
|10 Years (Annualized)||4.4%|
The investment seeks to provide investors with a competitive total return. The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in bonds. It invests at least 65% of total assets in bonds that are rated Baa/BBB or better. The fund may invest up to 20% of its assets in international fixed income securities and may invest up to 20% of its assets in high yield securities. The adviser limits the fund's average duration to +/- 20% of the fund's benchmark, the Barclays Capital U.S. Aggregate Index.
Fees are Above Average compared to funds in the same category.
American Independence Boyd Watterson Core Plus Fund has an expense ratio of 0.77 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.