Advisory Research Strategic Income Fund

Class Other (ADVNX)

U.S. News evaluated 20 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 2.40 percent over the past year, 6.10 percent over the past three years, 13.62 percent over the past five years, and 3.49 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 3.5%
1 Year 2.4%
3 Years (Annualized) 6.1%
5 Years (Annualized) 13.6%
10 Years (Annualized) 3.5%

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Summary

The investment seeks high current income and to seek long term capital appreciation. The fund pursues its investment objectives primarily by investing in preferred securities and other income producing securities, including convertible securities, debt securities, common stocks, and securities of other investment companies. Under normal market conditions, the fund primarily invests in preferred and debt securities, but the fund's advisor retains broad discretion to allocate the fund's investments across various asset classes.

Fees

Fees are Above Average compared to funds in the same category.
Advisory Research Strategic Income Fund has an expense ratio of 0.90 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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