| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
3
3
4
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#88 in Intermediate-Term Bond
U.S. News evaluated 320 Intermediate-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Sextant Mutual Funds funds
Performance
The fund has returned 5.79 percent over the past year, 6.76 percent over the past three years, 6.32 percent over the past five years, and 4.72 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.4% |
| 1 Year | 5.8% |
| 3 Years (Annualized) | 6.8% |
| 5 Years (Annualized) | 6.3% |
| 10 Years (Annualized) | 4.7% |
Summary
The investment seeks current income. The fund invests at least 80% of its assets in bonds. It maintains a dollar-weighted average maturity of ten years or more. The fund invests at least 65% of assets in bonds rated within the three highest grades (Aaa, Aa or A); and may not invest in a bond rated at time of purchase below the fourth highest grade (Baa).
Fees
Fees are Above Average compared to funds in the same category.
Sextant Bond Income Fund has an expense ratio of 0.90 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
