2 / 5 Stars
4 4 1 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#11 in Long Government
U.S. News evaluated 12 Long Government 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 -5.24 percent over the past year, 7.57 percent over the past three years, 4.81 percent over the past five years, and 5.71 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||5.4%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||4.8%|
|10 Years (Annualized)||5.7%|
The investment seeks to maximize total return, consisting of capital appreciation and current income. To pursue its goal, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in U.S. Treasury securities. It also may invest in other securities issued or guaranteed by the U.S. government or its agencies or instrumentalities (including inflation-indexed bonds), and may enter into repurchase agreements. Under normal market conditions, the fund maintains an effective duration of 7.5 years or more, and a dollar-weighted average portfolio maturity of 10 years or more.
Fees are High compared to funds in the same category.
Dreyfus U.S. Treasury Long Term Fund has an expense ratio of 0.65 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.