5 / 5 Stars
5 5 1 3 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
The fund has returned 14.53 percent over the past year, 13.43 percent over the past three years, 13.28 percent over the past five years, and 9.00 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||3.1%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||13.3%|
|10 Years (Annualized)||9.0%|
The investment seeks total return. The fund invests primarily in corporate bonds. Its focus is on corporate bonds that have investment grade credit ratings from a nationally recognized statistical rating organization (NRSRO). The bonds the fund managers select for the portfolio are typically rated BBB- and above. The fund may also invest in unrated bonds, if the fund managers believe their credit quality is comparable to those that have investment grade ratings. It may also invest up to 20% of its net assets in high yield corporate bonds ("junk bonds").
Fees are High compared to funds in the same category.
Delaware Extended Duration Bond Fund has an expense ratio of 1.70 percent.
Risk is Average compared to funds in the same category according to Morningstar.