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 | --- |
| Lipper | --- |
| Zacks Investment Research | --- |
| Standard & Poor's | 2 / 5 Stars |
| TheStreet.com | --- |
Fund Overview
The investment seeks to achieve a total return. The fund normally 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 instruments. It may invest in fixed income securities of any maturity or duration.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 2.8% |
| 1 Year | |
| 3 Years (Annualized) | |
| 5 Years (Annualized) | |
| 10 Years (Annualized) |
Performance
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 1.31 | 1.31 |
| Stocks | 0.0 | 0.0 |
| Bonds | 96.97 | 96.97 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 1.72 | 1.72 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 02.29.2012
Top Holdings
Performance as of 03.31.2012
Portfolio as of 02.29.2012
| % Net Assets | |
|---|---|
| Massachusetts St Sch Bldg Auth 5% | 2.93 |
| California Edl Facs Auth 5% | 2.83 |
| Garden St N J Preservation Tr Open 5.75% | 2.63 |
| Lower Colo Riv Auth 5% | 2.59 |
| Citigroup 8.125% | 2.46 |
