| Scorecard |
|---|
|
5 / 5 Stars
|
|
Lipper
5
5
3
3
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 322 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 7.84 percent over the past year, and 8.62 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 0.3% |
| 1 Year | 7.8% |
| 3 Years (Annualized) | 8.6% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return consistent with current income. The fund invests at least 80% of its assets in corporate debt securities, including convertible debt securities. Although it will invest primarily in U.S. dollar denominated securities with a minimum rating in the lowest investment grade category at the time of purchase, the fund may invest up to 20% of its assets in debt securities that are below investment grade, also known as high yield securities or "junk bonds," and non-U.S. dollar denominated foreign debt securities. It normally maintains an average dollar-weighted effective maturity of three to fifteen years.
Fees
Fees are High compared to funds in the same category.
BMO TCH Corporate Income Fund has an expense ratio of 0.79 percent.
Risk
Risk is High compared to funds in the same category according to Morningstar.
