Cutler Fixed Income Fund

Class No Load (CALFX)

U.S. News evaluated 322 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Cutler funds

See full Intermediate-Term Bond rankings

See more fund rankings

Performance

The fund has returned 0.89 percent over the past year, 3.79 percent over the past three years, 5.50 percent over the past five years, and 4.15 percent over the past decade.

Trailing Returns Updated 05.31.2013
Year to date -0.7%
1 Year 0.9%
3 Years (Annualized) 3.8%
5 Years (Annualized) 5.5%
10 Years (Annualized) 4.2%

See more CALFX performance

Summary

The investment seeks to achieve high income over the long-term. The fund invests principally in a diversified portfolio of investment grade fixed income securities that are believed to generate a high level of current income. It normally invests in investment grade fixed income securities consisting primarily of obligations issued by the U.S. government, agencies of the U.S. government, instruments related to U.S. government securities and U.S. corporate debt securities. Under normal conditions at least 80% of the fund's assets will be invested in fixed income securities.

Fees

Fees are High compared to funds in the same category.
Cutler Fixed Income Fund has an expense ratio of 1.52 percent.

See more CALFX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more CALFX risk

See Also:

Top Cutler Funds
Advertisement
Intermediate-Term Bonds
Rankings

See More Funds

Highest Returns (10-year)

See More Funds

Slide Shows
7 Mutual Funds That Make Huge Bets

These funds invest much of their portfolios in one company.

Why Dow 14,000 Is a Tough Milestone

History shows this mark to be one of the most difficult for the market.

Emerging Markets to Consider in 2013

The Philippines, China and other key emerging markets for this year.