Changing Parameters Fund

Class Other (CPMPX)
Scorecard
2 / 5 Stars
Lipper
2 2 5 2 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

#29 in Multisector Bond

U.S. News evaluated 82 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 4.01 percent over the past year, 4.08 percent over the past three years, and 3.02 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 4.0%
3 Years (Annualized) 4.1%
5 Years (Annualized) 3.0%
10 Years (Annualized) N/A

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Summary

The investment seeks total return. The fund seeks to achieve its investment objective by investing primarily in a combination of long and short positions in equity and fixed income securities (which may include common stocks, bonds, preferred stocks, shares of open-end and closed-end investment companies and exchange-traded funds ("ETFs"), futures contracts, options on futures contracts and U.S. Treasury instruments). It typically invests in U.S. Treasuries with maturities of any duration, or their derivatives, and the fund's allocation of its investments between the equity and fixed income market segments may vary without limitation. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Changing Parameters Fund has an expense ratio of 1.75 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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