3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 276 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 -1.32 percent over the past year, 2.47 percent over the past three years, 5.82 percent over the past five years, and 4.45 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-1.4%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||5.8%|
|10 Years (Annualized)||4.5%|
The investment seeks maximum total return consistent with preservation of capital. The fund invests in a portfolio of bonds and other debt obligations (debentures, notes, mortgage-backed and asset-backed) and maintains a market value weighted average maturity of more than five years. It invests at least 80% of the fund's net assets in bonds (U.S. government, corporate and convertible issues). The fund may invest up to 20% of its net assets in corporate bonds which are rated below the top three rating categories.
Fees are Above Average compared to funds in the same category.
COUNTRY Bond Fund has an expense ratio of 0.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.