2 / 5 Stars
1 1 4 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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 3.95 percent over the past year, and 3.33 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.0%|
|3 Years (Annualized)||3.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks income. The fund seeks to achieve its investment objective through investment in any income-producing securities issued by companies that pass the FFV Scorecard ®, a proprietary screening methodology developed by Trinity Fiduciary Partners, LLC. Income-producing securities may include corporate bonds, preferred stocks, convertible stocks and investment companies (including open-end funds or exchange traded funds) that may invest in income-producing securities, or in the case of exchange traded funds, track a fixed income index. The fund may also invest in inverse ETFs for hedging purposes.
Fees are Above Average compared to funds in the same category.
Epiphany FFV Strategic Income Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.