4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 276 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 -0.24 percent over the past year, 2.89 percent over the past three years, 7.32 percent over the past five years, and 5.34 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-0.7%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||7.3%|
|10 Years (Annualized)||5.3%|
The investment seeks maximum total return, consistent with capital preservation and prudent investment management. The fund normally invests at least 65% of its total assets in a diversified portfolio of fixed-income instruments of varying maturities which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. The average portfolio duration of this Portfolio normally varies within two years (plus or minus) of the duration of the Barclays Capital U.S. Aggregate Bond Index. The fund invests primarily in investment-grade debt instruments, but may invest up to 10% of its total assets in high-yield securities.
Fees are Above Average compared to funds in the same category.
ING PIMCO Total Return Portfolio has an expense ratio of 0.58 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.