1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
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.
The fund has returned 3.04 percent over the past year, and 0.37 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.2%|
|3 Years (Annualized)||0.4%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return from income and capital appreciation. The fund's investment adviser seeks to achieve its investment objective by investing in a combination of (1) open-end investment companies ("mutual funds") and (2) exchange traded funds ("ETFs") that each invest primarily in fixed income securities, common stocks, or alternative assets, which the fund defines as commodity-related or real estate-related securities, and (3) derivatives using the adviser's quantitative analysis strategy. It is non-diversified.
Fees are High compared to funds in the same category.
PSI Total Return Fund has an expense ratio of 1.69 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.