1 / 5 Stars
1 1 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#37 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 1.59 percent over the past year, 2.00 percent over the past three years, 4.31 percent over the past five years, and 3.71 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.7%|
|3 Years (Annualized)||2.0%|
|5 Years (Annualized)||4.3%|
|10 Years (Annualized)||3.7%|
The investment seeks high current income consistent with moderate risk of principal. The fund invests primarily in U.S. corporate bonds and securities issued by the U.S. government and its agencies that are considered investment grade or better. It invests to a lesser but still significant extent in U.S.-traded fixed income securities that are rated below "investment grade" or that are not rated. The fund may invest in bonds and U.S. government and agency securities of any maturity.
Fees are Low compared to funds in the same category.
Croft-Leominster Income Fund has an expense ratio of 1.10 percent.
Risk is Low compared to funds in the same category according to Morningstar.