5 / 5 Stars
5 5 4 5 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#4 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.
The fund has returned 0.58 percent over the past year, 5.96 percent over the past three years, 14.18 percent over the past five years, and 7.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.3%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||14.2%|
|10 Years (Annualized)||7.0%|
The investment seeks a high level of total return consistent with the preservation of capital. The fund normally invests at least 80% of its assets in bonds of varying maturities, including mortgage- and asset-backed securities. The bonds in which the fund may invest also include debt securities, to-be-announced securities and other similar instruments issued by various U.S. and non-U.S. public- or private-sector entities. It invests primarily in investment grade securities, but may also invest up to 25% of its assets in non-investment grade securities, also known as high yield securities or "junk" bonds.
Fees are Average compared to funds in the same category.
Scout Core Plus Bond Fund has an expense ratio of 0.40 percent.
Risk is High compared to funds in the same category according to Morningstar.