Croft-Leominster Income Fund

Class No Load (CLINX)
Scorecard
1 / 5 Stars
Lipper
1 1 5 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#41 in Multisector Bond

U.S. News evaluated 81 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 0.43 percent over the past year, 2.29 percent over the past three years, 5.34 percent over the past five years, and 3.51 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 0.2%
1 Year 0.4%
3 Years (Annualized) 2.3%
5 Years (Annualized) 5.3%
10 Years (Annualized) 3.5%

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Summary

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

Fees are Average compared to funds in the same category.
Croft-Leominster Income Fund has an expense ratio of 1.10 percent.

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Risk

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

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See Also:

Top Croft Funds