7.5 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 | 3 / 5 Stars |
| Lipper | 3 4 2 5 2 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 4 / 5 Stars |
| TheStreet.com | B (Buy) |
Fund Overview
The investment seeks to provide high income and some capital growth. The fund normally invests at least 80% of net assets in corporate debt securities. It may invest in other securities in an effort to enhance income and achieve capital growth. These include: convertible securities, preferred stock, and equities, together limited to no more than 10% of total assets; mortgage- and asset-backed securities, including some mortgage derivatives, together limited to no more than 5% of total assets; and U.S. Treasury and agency securities.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | 2.6% |
| 1 Year | 9.3% |
| 3 Years (Annualized) | 13.9% |
| 5 Years (Annualized) | 6.4% |
| 10 Years (Annualized) | 6.5% |
Performance
The fund has returned 9.26 percent over the past year, 13.95 percent over the past three years, 6.37 percent over the past five years, and 6.47 percent over the past decade.
Holdings
Fees
T. Rowe Price Corporate Income Fund has an expense ratio of 0.64 percent.