5 / 5 Stars
3 4 4 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#19 in Intermediate-Term Bond
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 8.79 percent over the past year, and 6.97 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks maximum investment return through a combination of current income and capital appreciation. The fund invests in fixed-income securities and in related derivatives, such as interest rate, credit, equity and foreign currency derivatives (futures, options, swaps, options on swaps, and caps and floors). It invests primarily in investment-grade bonds. The fund may invest in securities of any duration. It may invest up to 50% of its assets in below investment-grade bonds.
Fees are Above Average compared to funds in the same category.
Sentinel Total Return Bond Fund has an expense ratio of 0.89 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.