2 / 5 Stars
1 1 4 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#33 in Multisector Bond
U.S. News evaluated 80 Multisector 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 4.43 percent over the past year, and 3.46 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.0%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return, consisting of income and capital growth, consistent with preservation of capital. The fund invests at least 80% of its total assets in a diversified portfolio of fixed income securities, or exchange traded funds that invest in fixed income securities. It invests primarily in investment grade fixed income securities with no limit on average duration. The fund invests up to 33% of total assets in lower quality, high-yielding debt securities. It invests up to 25% of the fund's total assets in securities denominated in foreign currencies, and may invest beyond this limit in U.S. dollar denominated securities of foreign issuers.
Fees are Low compared to funds in the same category.
AdvisorOne Flexible Income Fund has an expense ratio of 0.80 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.