7.6 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 | 5 5 1 5 1 |
| Zacks Investment Research | 1 (Strong Buy) |
| Standard & Poor's | 5 / 5 Stars |
| TheStreet.com | C (Hold) |
Fund Overview
The investment seeks to track the performance of a market-weighted bond index with a long-term dollar-weighted average maturity. The fund employs a “passive management”—or indexing—investment approach designed to track the performance of the Barclays Capital U.S. Long Government/Credit Float Adjusted Index. It invests at least 80% of assets in bonds held in the index. The fund maintains a dollar-weighted average maturity consistent with that of the index, which generally ranges between 15 and 30 years.
| Trailing Returns | Updated 03.31.2012 |
|---|---|
| Year to date | -2.3% |
| 1 Year | 19.7% |
| 3 Years (Annualized) | 12.6% |
| 5 Years (Annualized) | 9.0% |
| 10 Years (Annualized) | 8.3% |
Performance
The fund has returned 19.69 percent over the past year, 12.56 percent over the past three years, 8.98 percent over the past five years, and 8.27 percent over the past decade.
Hypothetical Growth of $10,000
Updated 03.31.2012
Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.26 | 0.26 |
| Stocks | 0.0 | 0.0 |
| Bonds | 88.12 | 88.12 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 11.18 | 11.18 |
| Foreign Stocks | 0.0 | 0.0 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.45 | 0.45 |
Updated 12.31.2011
Top Holdings
Performance as of 03.31.2012
Portfolio as of 12.31.2011
| % Net Assets | |
|---|---|
| US Treasury Bond 4.375% | 4.11 |
| US Treasury Bond 4.25% | 3.52 |
| US Treasury Bond 4.5% | 3.49 |
| US Treasury Bond 4.625% | 2.93 |
| US Treasury Bond 4.25% | 2.93 |
Fees
Vanguard Long-Term Bond Fund has an expense ratio of 0.22 percent.
