2 / 5 Stars
2 2 5 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#184 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 -0.39 percent over the past year, 2.45 percent over the past three years, 3.48 percent over the past five years, and 3.66 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.2%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||3.7%|
The investment seeks to provide its shareholders with a high level of current income and total return. The fund invests at least 85% of its assets in investment-grade securities and maintains a dollar-weighted average effective maturity of between two and ten years. Under normal circumstances, at least 80% of the fund's assets will be invested in bonds, including government and corporate bonds, mortgage-backed and asset-backed securities, and U.S. dollar denominated bonds issued by non-U.S. entities. Some of these instruments may not be insured and may earn below-market rates of return. Some investments may be unrated, lower-rated, or illiquid securities.
Fees are Above Average compared to funds in the same category.
Domini Social Bond Fund has an expense ratio of 0.95 percent.
Risk is Low compared to funds in the same category according to Morningstar.