3 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 280 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 3.12 percent over the past year, 5.84 percent over the past three years, 9.60 percent over the past five years, and 4.22 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.7%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||9.6%|
|10 Years (Annualized)||4.2%|
The investment seeks total return. The fund invests primarily in debt obligations that are rated within the three highest ratings categories assigned by a nationally recognized statistical ratings organization, or of comparable quality, at the time of purchase. It invests at least 80% of its assets in bonds and maintains the dollar-weighted average maturity of its portfolio between three and ten years. The fund also invests in money market instruments.
Fees are Above Average compared to funds in the same category.
Cavanal Hill Intermediate Bond Fund has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.