Leader Total Return Fund

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.

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Performance

The fund has returned 12.06 percent over the past year, and 7.89 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 12.1%
3 Years (Annualized) 7.9%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and capital appreciation to produce a high total return. The fund seeks to achieve its investment objective by investing primarily in domestic and foreign fixed income securities of various maturities and credit qualities that are denominated in U.S. dollars or foreign currencies. Fixed income security types include bonds, notes, debentures and other evidence of indebtedness issued by corporations, governments and their agencies or instrumentalities as well as mortgage-backed and asset-backed securities. It invests primarily in investment-grade securities, but may invest up to 40% of its total assets in high yield securities.

Fees

Fees are High compared to funds in the same category.
Leader Total Return Fund has an expense ratio of 1.85 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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See Also:

Top LEADER Funds