Sterling Capital Securitized Opportunities Fund

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.

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Performance

The fund has returned 3.37 percent over the past year, and 2.27 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 3.4%
1 Year 3.4%
3 Years (Annualized) 2.3%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in a diversified portfolio of securitized obligations of any kind (including asset-backed securities, commercial mortgage-backed securities and collateralized mortgage obligations). It will invest primarily in securities that are investment grade. The fund may invest up to 15% of its total assets in bonds that are below investment grade, which are commonly referred to as "high yield" or "junk" bonds.

Fees

Fees are High compared to funds in the same category.
Sterling Capital Securitized Opportunities Fund has an expense ratio of 1.64 percent.

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Risk

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

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