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2 / 5 Stars
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Lipper
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Zacks Investment Research
1
(Strong Buy)
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Standard & Poor's
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TheStreet.com
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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 4.38 percent over the past year, 4.00 percent over the past three years, and 4.95 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.1% |
| 1 Year | 4.4% |
| 3 Years (Annualized) | 4.0% |
| 5 Years (Annualized) | 5.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return. The fund will principally invest in the following securities: commercial and residential mortgage-backed securities; obligations of non-U.S. governments and supra-national organizations, such as the World Bank, which are chartered to promote economic development; obligations of domestic and non-U.S. corporations; asset-backed securities; collateralized mortgage obligations; U.S. Treasury and agency securities; when-issued and delayed delivery securities; derivatives; cash equivalent investments; repurchase agreements and reverse repurchase agreements; and dollar rolls. It is non-diversified.
