1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 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 5.97 percent over the past year, 6.42 percent over the past three years, 6.35 percent over the past five years, and 5.49 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.1%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||6.4%|
|10 Years (Annualized)||5.5%|
The investment seeks current income; preservation of capital is as a secondary objective. The fund invests in a diversified portfolio of U.S. dollar denominated corporate obligations and other fixed income securities that are rated BBB-/Baa3 or better. It normally invests at least 80% of its net assets (plus any borrowings for investment purposes) in corporate bonds. The fund may also invest in U.S. Treasury and agency obligations. It may invest in U.S. dollar denominated obligations of U.S. and non-U.S. issuers.
Fees are High compared to funds in the same category.
RidgeWorth Corporate Bond Fund has an expense ratio of 1.58 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.