4 / 5 Stars
4 4 4 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#48 in Intermediate-Term Bond
U.S. News evaluated 280 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 0.57 percent over the past year, 4.71 percent over the past three years, 8.84 percent over the past five years, and 5.93 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.4%|
|3 Years (Annualized)||4.7%|
|5 Years (Annualized)||8.8%|
|10 Years (Annualized)||5.9%|
The investment seeks maximum long term total return, consistent with reasonable risk. The fund normally invests at least 80% of assets in fixed-income securities. Between 50% and 100% of the Portfolio's total assets will be invested in the U.S. investment grade sector. Under normal circumstances, up to 30% of the Portfolio's total assets will be allocated to the high yield sector. The Portfolio may invest up to 30% of its total assets in the international sector.
Fees are Average compared to funds in the same category.
Delaware Pooled Trust Core Plus Fixed Income Portfolio has an expense ratio of 0.45 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.