| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
1 / 5 Stars
|
|
TheStreet.com
---
|
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 12.40 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 4.3% |
| 1 Year | 12.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks income and capital appreciation to produce a high total return. The fund invests primarily in investment-grade securities, but may invest up to 40% of its total assets in high yield securities. It defines junk bonds as those rated lower than Baa3 by Moody's Investors Service ("Moody's") or lower than BBB- by Standard and Poor's Rating Group ("S&P"), or, if unrated, determined by the advisor to be of similar credit quality. The fund invests primarily in U.S. dollar denominated securities, but may invest up to 30% of its total assets in securities denominated in foreign currencies, whether issued by U.S. or foreign entities.
Fees
Fees are High compared to funds in the same category.
Leader Total Return Fund has an expense ratio of 1.85 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
