2 / 5 Stars
2 2 4 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#166 in Intermediate-Term Bond
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 -0.09 percent over the past year, 3.20 percent over the past three years, 5.48 percent over the past five years, and 4.08 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||5.5%|
|10 Years (Annualized)||4.1%|
The investment seeks a superior rate of total return consisting of a high level of income plus price appreciation. Under normal circumstances, the fund invests at least 80% of its net assets plus borrowings for investment purposes in U.S. government and non-U.S. government investment grade. There are no limits on the minimum or maximum weighted average maturity of the fund's portfolio or an individual security.
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.