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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
C+
(Hold)
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U.S. News evaluated 79 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 5.75 percent over the past year, 7.05 percent over the past three years, 5.90 percent over the past five years, and 5.94 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.8% |
| 1 Year | 5.7% |
| 3 Years (Annualized) | 7.1% |
| 5 Years (Annualized) | 5.9% |
| 10 Years (Annualized) | 5.9% |
Summary
The investment seeks total return, consisting of both current income and capital appreciation. The fund invests primarily in debt securities issued by U.S. and foreign companies and debt obligations issued or guaranteed by the U.S. government and foreign governments and their agencies and instrumentalities. It may make investments in U.S. and foreign mortgage-backed securities, collateralized mortgage obligations, asset-backed debt securities and other forms of debt obligations and income producing securities. The fund may invest up to 30% of its total fixed income assets in non-U.S. dollar securities and may engage in currency hedging.
Fees
Fees are Below Average compared to funds in the same category.
Brandes Credit Focus Yield Fund has an expense ratio of 0.95 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
