Schroder Broad Tax-Aware Value Bond Fund

Class Inst (STWTX)

U.S. News evaluated 20 Long-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.26 percent over the past year.

Trailing Returns Updated 06.30.2014
Year to date 10.5%
1 Year 11.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to achieve a total return that exceeds that of the fund's benchmark, a composite index composed of the BofA Merrill Lynch U.S. Municipal Large Cap Index (75%) and the Barclays U.S. Long Government Bond Index (25%), on an after-tax basis. The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in U.S. dollar-denominated, investment-grade fixed income debt instruments.

Fees

Fees are Above Average compared to funds in the same category.
Schroder Broad Tax-Aware Value Bond Fund has an expense ratio of 0.46 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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