2 / 5 Stars
2 2 4 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#142 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.
The fund has returned 1.85 percent over the past year, 4.43 percent over the past three years, and 5.85 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.8%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||N/A|
The investment seeks to preserve capital and maximize total return. The fund typically invests at least 80% of assets in fixed income investments, which include fixed income securities and shares of other investment companies that invest primarily in fixed income securities. It invests primarily in U.S. dollar denominated fixed income securities that the Advisor believes are undervalued. The fund may, without limitation, purchase fixed income securities of any credit quality, maturity, or yield.
Fees are Above Average compared to funds in the same category.
CM Advisors Fixed Income Fund has an expense ratio of 0.81 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.