| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
4
3
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#70 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.
Performance
The fund has returned 7.24 percent over the past year, 7.16 percent over the past three years, and 5.45 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.1% |
| 1 Year | 7.2% |
| 3 Years (Annualized) | 7.2% |
| 5 Years (Annualized) | 5.4% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize long-term total return, consisting of both current income and capital appreciation. The fund invests predominantly in U.S. dollar-denominated debt securities. These include debt securities issued by U.S. and foreign companies, debt obligations issued or guaranteed by the U.S. government and foreign governments, and U.S. and foreign mortgage-backed securities. It may invest up to 25% of total fixed income assets in non-U.S. dollar securities and may engage in currency hedging. The fund may invest in debt instruments of any maturity and it may invest in both investment-grade securities and non-investment grade securities.
Fees
Fees are Average compared to funds in the same category.
Brandes Core Plus Fixed Income Fund has an expense ratio of 0.50 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
