2 / 5 Stars
2 2 5 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#69 in Intermediate-Term Bond
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 0.71 percent over the past year, 2.94 percent over the past three years, and 6.07 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.0%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||6.1%|
|10 Years (Annualized)||N/A|
The investment seeks to preserve capital and maximize total return. The fund invests primarily in U.S. dollar denominated fixed income securities that the Advisor believes are undervalued. It may invest in all types of fixed income securities but will typically invest in fixed income securities such as corporate bonds, U.S. government securities and mortgage-backed securities. At least 80% of its net assets (including the amount of any borrowings for investment purposes) will be invested in fixed income investments, which include fixed income securities and shares of other investment companies that invest primarily in fixed income securities.
Fees are Above Average compared to funds in the same category.
CM Advisors Fixed Income Fund has an expense ratio of 0.79 percent.
Risk is Low compared to funds in the same category according to Morningstar.