| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
4
3
5
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
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|
U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 5.88 percent over the past year, 6.05 percent over the past three years, and 7.07 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.5% |
| 1 Year | 5.9% |
| 3 Years (Annualized) | 6.1% |
| 5 Years (Annualized) | 7.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in investment-grade fixed-income securities. Generally, the Adviser maintains a dollar-weighted average duration between three and ten years for the fund.
