7.7 in Long-Term Bond
U.S. News evaluated 31 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
| Scorecard | |
|---|---|
| Morningstar | 4 / 5 Stars |
| Lipper | 5 5 1 2 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 3 / 5 Stars |
| TheStreet.com | A- (Buy) |
Fund Overview
The investment seeks total return. The fund normally invests at least 80% of assets in corporate bonds. It focuses on corporate bonds that have investment grade credit ratings from a nationally recognized statistical rating organization (NRSRO). The fund may invest up to 20% of assets in high-yield corporate bonds and may invest up to 35% of total assets in foreign securities. The average portfolio duration of the fund will generally vary within two years (plus or minus) of the current average duration of the Barclays Capital Long U.S. Corporate Index.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 1.2% |
| 1 Year | 16.7% |
| 3 Years (Annualized) | 21.6% |
| 5 Years (Annualized) | 10.8% |
| 10 Years (Annualized) | 10.0% |
Performance
The fund has returned 16.74 percent over the past year, 21.64 percent over the past three years, 10.77 percent over the past five years, and 10.04 percent over the past decade.
Holdings
Fees
Delaware Extended Duration Bond Fund has an expense ratio of 0.95 percent.