4 / 5 Stars
4 4 4 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#47 in Intermediate-Term Bond
U.S. News evaluated 278 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 1.18 percent over the past year, 4.92 percent over the past three years, and 8.91 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.7%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||8.9%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
Brandes Core Plus Fixed Income Fund has an expense ratio of 0.50 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.