2 / 5 Stars
1 1 4 1 5
Zacks Investment Research
Standard & Poor's
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.
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%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||4.2%|
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 are High compared to funds in the same category.
Cutler Fixed Income Fund has an expense ratio of 1.52 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.