6.3 in Long Government
U.S. News evaluated 16 Long Government Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 3 / 5 Stars |
| Lipper | 5 3 1 3 2 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | E+ (Sell) |
Fund Overview
The investment seeks to provide a rate of return that exceeds the rate of inflation over a business cycle by investing in U.S. Treasury securities with an emphasis on both income and capital appreciation. The fund typically invests at least 90% of the fund's total assets in U.S. Treasury securities and in repurchase agreements collateralized by such securities. It adjusts the average maturity and effective duration of the fund's portfolio based on HIMCO's assessment of multi-year trends in national and international economic conditions and interest rates, changes in inflationary pressures, and the value of long term U.S. Treasury bonds relative to inflation.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | -8.0% |
| 1 Year | 32.8% |
| 3 Years (Annualized) | 6.9% |
| 5 Years (Annualized) | 10.9% |
| 10 Years (Annualized) | 9.5% |
Performance
The fund has returned 32.82 percent over the past year, 6.89 percent over the past three years, 10.87 percent over the past five years, and 9.54 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.98 | 0.98 |
| Stocks | 0.0 | 0.0 |
| Bonds | 99.02 | 99.02 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| % Net Assets | |
|---|---|
| U S Treas Bd Stripped Prin Pmt | 15.5 |
| U S Treas Bd Stripped Prin Pmt | 12.02 |
| U S Treas Bd Stripped Prin Pmt | 9.63 |
| U S Treas Bd Stripped Prin Pmt | 8.93 |
| US Treasury Bond 4.25% | 8.62 |
Fees
Wasatch-Hoisington U.S. Treasury Fund has an expense ratio of 0.75 percent.
