3 / 5 Stars
3 3 4 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#58 in Intermediate-Term Bond
U.S. News evaluated 278 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 0.26 percent over the past year, 4.42 percent over the past three years, and 7.05 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.2%|
|3 Years (Annualized)||4.4%|
|5 Years (Annualized)||7.0%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return through income and capital appreciation. The fund intends to invest at least 65% of total assets in a "core" portfolio of investment-grade, U.S. dollar-denominated fixed-income securities which may include, but are not limited to, debt securities of the U.S. government and its agencies, corporate bonds, mortgages, and asset-backed securities. It will also maintain a "plus" portion of its portfolio in other sectors of the bond market, including high yield, non-U.S. dollar-denominated, and emerging market securities, to seek additional returns.
Fees are Average compared to funds in the same category.
T. Rowe Price Institutional Core Plus Fund has an expense ratio of 0.34 percent.
Risk is Average compared to funds in the same category according to Morningstar.