3 / 5 Stars
2 2 4 5 4
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 280 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 0.04 percent over the past year, 3.61 percent over the past three years, and 4.78 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||1.6%|
|3 Years (Annualized)||3.6%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||N/A|
The investment seeks to track the performance of a broad, market-weighted bond index. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. Aggregate Float Adjusted Index. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key risk factors and other characteristics. The fund invests at least 80% of assets in bonds held in the index. It maintains a dollar-weighted average maturity consistent with that of the index, which generally ranges between 5 and 10 years.
Fees are Low compared to funds in the same category.
Vanguard Total Bond Market II Index Fund has an expense ratio of 0.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.