3 / 5 Stars
1 1 4 2 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
2 / 5 Stars
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 -0.21 percent over the past year, 3.50 percent over the past three years, 5.66 percent over the past five years, and 4.48 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.0%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||5.7%|
|10 Years (Annualized)||4.5%|
The investment seeks total return, consisting of current income and capital appreciation. The fund normally invests at least 80% of its net assets in income-producing securities. It invests up to 35% of its total assets in debt securities that are below investment-grade and up to 25% of the fund's total assets in debt securities of foreign issuers, including bonds denominated in foreign currencies. The fund invests principally in debt securities, including corporate, mortgage- and asset-backed securities, bank loans and U.S. government obligations.
Fees are High compared to funds in the same category.
Wells Fargo Advantage Income Plus Fund has an expense ratio of 1.62 percent.
Risk is Average compared to funds in the same category according to Morningstar.