7.5 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 | 4 4 1 4 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | C+ (Hold) |
Fund Overview
The investment seeks maximum total return, consistent with prudent investment management. The fund invests under normal circumstances at least 65% of total assets in a diversified portfolio of Fixed Income Instruments of varying maturities, which may be represented by forwards or derivatives such as options, futures contracts or swap agreements. It invests primarily in investment-grade debt securities, but may invest up to 10% of total assets in high-yield securities ("junk bonds").
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | -1.2% |
| 1 Year | 16.9% |
| 3 Years (Annualized) | 13.7% |
| 5 Years (Annualized) | 10.6% |
| 10 Years (Annualized) |
Fund Opinion
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.
Value Line 2012-03-09
Performance
The fund has returned 16.91 percent over the past year, 13.66 percent over the past three years, and 10.59 percent over the past five years.
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year and 1 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.
Value Line 2012-03-09
Holdings
Fees
PIMCO Long Duration Total Return Fund has an expense ratio of 0.50 percent.
Risk
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.
Value Line 2012-03-09