2 / 5 Stars
2 2 4 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#206 in Intermediate-Term Bond
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.
The fund has returned 5.64 percent over the past year, 4.98 percent over the past three years, 5.71 percent over the past five years, and 4.36 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.4%|
|3 Years (Annualized)||5.0%|
|5 Years (Annualized)||5.7%|
|10 Years (Annualized)||4.4%|
The investment seeks high current income consistent with preservation of capital. The fund invests at least 80% of net assets in corporate bonds and notes, government securities, taxable municipal obligations, securities backed by mortgages or other assets and TIPS. The dollar-weighted average maturity of its portfolio will be between 3 and 10 years. At least 70% of total assets must be invested in U.S. government securities or securities rated in the four highest investment grade categories by Moody's or S&P, or their equivalent. The fund may invest up to 25% of its assets in bonds and other fixed-income securities of foreign issuers payable in U.S. dollars.
Fees are High compared to funds in the same category.
Orion/Monetta Trust Intermediate Bond Fund has an expense ratio of 1.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.