4 / 5 Stars
4 4 4 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#6 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 6.18 percent over the past year, 5.28 percent over the past three years, and 6.84 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.5%|
|3 Years (Annualized)||5.3%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||N/A|
The investment seeks a favorable long-term total return, primarily through high current income consistent with preserving capital. The fund invests at least 80% of its assets in bonds. For these purposes, bonds include fixed-income securities of all types. Its portfolio is divided into two segments. The first segment, which makes up at least 70% of the fund's assets, is invested primarily in a broad range of investment-grade bonds and fixed-income securities. The second segment, which will not exceed 30% of the fund's assets, is invested in fixed-income securities and bonds with special features in an effort to improve the fund's total return.
Fees are Average compared to funds in the same category.
TIAA-CREF Bond Plus Fund has an expense ratio of 0.33 percent.
Risk is Average compared to funds in the same category according to Morningstar.