3 / 5 Stars
5 5 1 5 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#9 in Long-Term Bond
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.
The fund has returned 11.47 percent over the past year, 12.44 percent over the past three years, 10.77 percent over the past five years, and 7.51 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||2.9%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||10.8%|
|10 Years (Annualized)||7.5%|
The investment seeks to provide a high and sustainable level of current income. The fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be intermediate- and long-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better by Moody's Investors Service; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3. The fund's dollar-weighted average maturity is expected to fall within a range that is five years shorter than or five years longer than that of its benchmark index.
Fees are Average compared to funds in the same category.
Vanguard Long Term Investment Grade Fund has an expense ratio of 0.22 percent.
Risk is Average compared to funds in the same category according to Morningstar.