4 / 5 Stars
5 4 1 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#2 in Long-Term Bond
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.
The fund has returned 9.61 percent over the past year, 9.47 percent over the past three years, 10.37 percent over the past five years, and 5.97 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||10.3%|
|3 Years (Annualized)||9.5%|
|5 Years (Annualized)||10.4%|
|10 Years (Annualized)||6.0%|
The investment seeks return characteristics similar to those of high quality corporate bonds, with a duration range of between nine and fourteen years. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in long duration fixed income securities and synthetic instruments or derivatives having economic characteristics similar to fixed income securities. It invests in a broad array of investment grade fixed income instruments, including securities issued or guaranteed by the U.S. government and its agencies and instrumentalities and corporate bonds.
Fees are Average compared to funds in the same category.
SEI Institutional Investments Trust Long Duration Fund has an expense ratio of 0.16 percent.
Risk is Average compared to funds in the same category according to Morningstar.