3 / 5 Stars
4 4 4 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#87 in Intermediate-Term Bond
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 1.10 percent over the past year, 5.64 percent over the past three years, and 6.29 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-1.4%|
|3 Years (Annualized)||5.6%|
|5 Years (Annualized)||6.3%|
|10 Years (Annualized)||N/A|
The investment seeks maximum long term total return, consistent with reasonable risk. The fund invests at least 80% of its net assets in fixed income securities and invests primarily in a diversified portfolio of investment grade, fixed-income obligations. It invests principally in debt obligations issued or guaranteed by the U.S. government and by U.S. corporations. The fund may also invest in mortgage-backed securities issued or guaranteed by the U.S. government, its agencies or instrumentalities or by government sponsored corporations. It may invest up to 20% of assets in foreign securities.
Fees are High compared to funds in the same category.
Delaware Pooled Core Focus Fixed Income Fund has an expense ratio of 0.43 percent.
Risk is Average compared to funds in the same category according to Morningstar.