Not Scored 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 2 4 1 |
| Zacks Investment Research | --- |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | --- |
Fund Overview
The investment seeks maximum total return consistent with the preservation of capital. The fund usually invests at least 80% of net assets in fixed income securities. It may hold up to 30% of assets in obligations denominated in currencies other than the U.S. dollar, and may invest beyond this limit when considering U.S.-dollar-denominated securities of foreign issuers. The fund may invest and reinvest in long or short derivative instruments such as, but not limited to, futures contracts, options, and swap agreements.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 3.0% |
| 1 Year | 15.8% |
| 3 Years (Annualized) | 20.3% |
| 5 Years (Annualized) | 10.1% |
| 10 Years (Annualized) | 9.3% |
Performance
The fund has returned 15.82 percent over the past year, 20.28 percent over the past three years, 10.09 percent over the past five years, and 9.30 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.84 | 1.84 |
| Stocks | 0.0 | 0.0 |
| Bonds | 76.16 | 76.16 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 21.01 | 21.01 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.9 | 0.9 |
| Preferred | 0.08 | 0.08 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| % Net Assets | |
|---|---|
| At&T 6.5% | 2.66 |
| Barclays Bk 144A 10.179% | 1.94 |
| U S Treas Bd Stripped Prin Pmt | 1.91 |
| Metlife 5.875% | 1.87 |
| Jpmorgan Chase 5.6% | 1.79 |
Fees
GuideStone Funds Extended Duration Bond Fund has an expense ratio of 0.54 percent.
