4 / 5 Stars
Zacks Investment Research
Standard & Poor's
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 5.05 percent over the past year, 3.48 percent over the past three years, 5.53 percent over the past five years, and 5.40 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.4%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||5.4%|
The investment seeks maximum total return, consistent with capital preservation and prudent investment management. Normally, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a diversified portfolio of fixed-income instruments of varying maturities which may be represented by forwards or derivatives such as options, futures contracts, or swap agreements. It may invest up to 30% of its total assets in non-U.S. dollar-denominated securities, and may invest beyond this limit in U.S. dollar-denominated securities of foreign issuers.
Fees are Above Average compared to funds in the same category.
VY PIMCO Bond Portfolio has an expense ratio of 0.58 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.