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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 30 Long-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 Advisory Research funds
Performance
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.2% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income; long term capital appreciation is a secondary objective. 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. It primarily invests (up to 80% of its total assets) in preferred securities, but the fund's advisor retains broad discretion to allocate the fund's investments across various asset classes. The fund may invest up to 20% of its assets in securities of non-U.S. issuers.
