Wright Total Return Bond Fund

Class Other (WTRBX)
Scorecard
2 / 5 Stars
Lipper
1 2 4 1 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#126 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.

See all Wright funds

See full Intermediate-Term Bond rankings

See more fund rankings

Performance

The fund has returned 3.65 percent over the past year, 2.98 percent over the past three years, 4.58 percent over the past five years, and 4.42 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.3%
1 Year 3.6%
3 Years (Annualized) 3.0%
5 Years (Annualized) 4.6%
10 Years (Annualized) 4.4%

See more WTRBX performance

Summary

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 debt securities. There are no limits on the minimum or maximum weighted average maturity of the fund's portfolio or an individual security.

Fees

Fees are Above Average compared to funds in the same category.
Wright Total Return Bond Fund has an expense ratio of 0.95 percent.

See more WTRBX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more WTRBX risk