2 / 5 Stars
4 4 5 1 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#142 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 2.84 percent over the past year, 2.56 percent over the past three years, 4.40 percent over the past five years, and 4.51 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.1%|
|3 Years (Annualized)||2.6%|
|5 Years (Annualized)||4.4%|
|10 Years (Annualized)||4.5%|
The investment seeks current income and secondarily, capital growth. The fund invests primarily in U.S. investment grade corporate and government fixed income securities, including mortgage and asset backed securities. It normally invests at least 80% of the value of its net assets in fixed income securities. The advisor will select investment grade fixed income securities and unrated securities determined to be of comparable quality, but also may invest up to 15% of the fund's total assets in lower-rated debt securities. The fund normally invests in securities with intermediate maturities, and it seeks to maintain a weighted average maturity of 3 to 5 years.
Fees are Above Average compared to funds in the same category.
Wilmington Intermediate Term Bond Fund has an expense ratio of 0.94 percent.
Risk is Low compared to funds in the same category according to Morningstar.