4 / 5 Stars
5 5 5 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#48 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 1.01 percent over the past year, 4.76 percent over the past three years, 7.06 percent over the past five years, and 5.39 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.3%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||7.1%|
|10 Years (Annualized)||5.4%|
The investment seeks total return through current income and, secondarily, capital appreciation. The fund invests at least 80% of its net assets plus any borrowings for investment purposes in bonds. It may invest up to 80% of its total assets in mortgage-backed and asset-backed securities. The fund may invest up to 10% of its total assets in high yield securities known as junk bonds and up to 35% of its total assets in obligations rated BBB or Baa by one of the major credit rating agencies.
Fees are Above Average compared to funds in the same category.
Commerce Bond Fund has an expense ratio of 0.72 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.