2 / 5 Stars
1 1 5 5 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#160 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.
The fund has returned 2.66 percent over the past year, 2.45 percent over the past three years, 3.72 percent over the past five years, and 3.70 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.5%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||3.7%|
|10 Years (Annualized)||3.7%|
The investment seeks maximum total return, consistent with preservation of capital and prudent investment management. The fund seeks to achieve its investment objective by investing in a well-diversified portfolio of durable, performing fixed income instruments. These investments will be primarily focused in notes and bonds issued by domestic and foreign corporations and financial institutions and U.S. government, Government agencies and Government guaranteed issuers. It may invest in money market instruments, repurchase agreements, commercial paper and derivative instruments, including futures, swaps and options, to meet its investment objective.
Fees are Average compared to funds in the same category.
BBH Limited Duration Fund has an expense ratio of 0.31 percent.
Risk is Low compared to funds in the same category according to Morningstar.