3 / 5 Stars
3 2 5 4 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#50 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 4.53 percent over the past year, 4.33 percent over the past three years, 6.95 percent over the past five years, and 4.64 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.0%|
|3 Years (Annualized)||4.3%|
|5 Years (Annualized)||6.9%|
|10 Years (Annualized)||4.6%|
The investment seeks preservation of principal with a reasonable level of current income. The fund invests primarily (80% or more of its net assets, including the amount of any borrowings for investment purposes) in investment-grade debt securities of domestic issuers, including the U.S. government and its agencies and instrumentalities, corporations and municipalities, as well as mortgage-backed securities and money market instruments. It may invest up to 20% of its net assets in equity securities, which include preferred stocks, common stocks paying dividends and securities convertible into common stock.
Fees are Above Average compared to funds in the same category.
Ave Maria Bond Fund has an expense ratio of 0.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.