Brandes Core Plus Fixed Income Fund

Scorecard
4 / 5 Stars
Lipper
3 4 4 2 1
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
B- (Buy)

U.S. News evaluated 273 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.89 percent over the past year, 4.66 percent over the past three years, and 7.81 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 4.9%
3 Years (Annualized) 4.7%
5 Years (Annualized) 7.8%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize long-term total return, consisting of both current income and capital appreciation. The fund invests at least 80% of its net assets measured at the time of purchase in fixed income and other income producing securities. It may invest up to 25% of its total fixed income assets, measured at the time of purchase, in non-U.S. dollar securities and may engage in currency hedging.

Fees

Fees are Above Average compared to funds in the same category.
Brandes Core Plus Fixed Income Fund has an expense ratio of 0.70 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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