Schroder Total Return Fixed Income Fund

Scorecard
2 / 5 Stars
Lipper
3 3 4 4 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#152 in Intermediate-Term Bond

U.S. News evaluated 280 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 -0.41 percent over the past year, 4.19 percent over the past three years, and 5.68 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year -0.4%
3 Years (Annualized) 4.2%
5 Years (Annualized) 5.7%
10 Years (Annualized) N/A

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Summary

The investment seeks a high level of total return. The fund normally invests at least 80% of its net assets in fixed income obligations. It may invest in securities of issuers located anywhere in the world, but will normally not invest more than 20% of its total assets in securities that are not denominated in the U.S. dollar. The fund invests principally in securities that, at the time of purchase, are rated "investment grade" (or considered by the adviser to be of comparable quality) although the fund may invest up to 20% of its total assets in securities below "investment grade," which are sometimes referred to as "junk bonds."

Fees

Fees are Above Average compared to funds in the same category.
Schroder Total Return Fixed Income Fund has an expense ratio of 0.65 percent.

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Risk

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

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