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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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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.
See all STW Fixed Income Management LLC funds
Performance
The fund has returned 9.38 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.1% |
| 1 Year | 9.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 US Municipal Large Cap Index (75%) and the Barclays US Long Government Bond Index (25%), on an after-tax basis. The fund invests in a diversified portfolio of fixed income instruments of varying maturities. It invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in US dollar-denominated, investment-grade fixed income instruments. The fund may invest without limit in US dollar denominated foreign securities.
Fees
Fees are Average compared to funds in the same category.
STW Broad Tax-Aware Value Bond has an expense ratio of 0.46 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
