2 / 5 Stars
1 1 5 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#152 in Intermediate-Term Bond
U.S. News evaluated 322 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 1.14 percent over the past year, 3.38 percent over the past three years, 4.70 percent over the past five years, and 4.15 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||-1.0%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||4.7%|
|10 Years (Annualized)||4.2%|
The investment seeks to maximize total return through investing in bonds, while minimizing risk as compared to the market. The fund is a diversified investment company that will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in bonds. It may purchase securities rated less than A, including up to 15% of its net assets in securities rated less than investment grade. The fund primarily invests in securities issued or guaranteed by the U.S. Government and its agencies, investment grade mortgage-backed securities and investment grade debt securities, including convertible bonds.
Fees are High compared to funds in the same category.
PIA Moderate Duration Bond Fund has an expense ratio of 0.50 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.