Brandes Separate Managed Account Residential Trust Fund

Class No Load (SMARX)
Scorecard
5 / 5 Stars
Lipper
4 5 3 5 1
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
B- (Buy)

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.

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Performance

The fund has returned 8.80 percent over the past year, 7.52 percent over the past three years, and 13.39 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 4.5%
1 Year 8.8%
3 Years (Annualized) 7.5%
5 Years (Annualized) 13.4%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize total long-term return. The fund invests primarily in a diversified portfolio of debt securities. These include debt obligations issued or guaranteed by the U.S. government and foreign governments and their agencies and instrumentalities, debt securities issued by U.S. and foreign companies, collateralized mortgage obligations, and U.S. and foreign mortgage-backed and asset-backed debt securities. It may invest up to 60% of its total assets in non-U.S. dollar securities, and may engage in currency hedging. The fund may invest in debt instruments of any maturity or with no maturity.