3 / 5 Stars
3 3 4 4 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 273 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 3.99 percent over the past year, 3.77 percent over the past three years, 5.88 percent over the past five years, and 4.99 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||5.9%|
|10 Years (Annualized)||5.0%|
The investment seeks maximum long-term total return, consistent with reasonable risk. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed income securities. It will invest primarily in a diversified portfolio of investment grade, fixed income obligations, including securities issued or guaranteed by the U.S. government, its agencies, or instrumentalities (U.S. government securities), mortgage-backed securities (MBS), asset-backed securities (ABS), corporate bonds, and other fixed income securities.
Fees are Average compared to funds in the same category.
Delaware Pooled Core Focus Fixed Income Fund has an expense ratio of 0.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.