2 / 5 Stars
2 2 4 1 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#201 in Intermediate-Term Bond
U.S. News evaluated 320 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 2.91 percent over the past year, 4.82 percent over the past three years, 5.62 percent over the past five years, and 4.46 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.6%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||5.6%|
|10 Years (Annualized)||4.5%|
The investment seeks a superior rate of total return consisting of a high level of income plus price appreciation. The fund invests at least 80% of its net assets plus borrowings in U.S. Government and non-U.S. Government investment grade debt securities. Its investments may include mortgage-backed securities of any maturity or type guaranteed by, or secured by collateral that is guaranteed by, the U.S. government, its agencies, instrumentalities or its sponsored corporations; and privately-issued mortgage-backed and asset-backed securities of any maturity or type.
Fees are Above Average compared to funds in the same category.
Wright Total Return Bond Fund has an expense ratio of 0.95 percent.
Risk is Average compared to funds in the same category according to Morningstar.