| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
2
1
5
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D+
(Sell)
|
#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.
Performance
The fund has returned 0.41 percent over the past year, and 2.82 percent over the past three years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -0.1% |
| 1 Year | 0.4% |
| 3 Years (Annualized) | 2.8% |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return in excess of that of its benchmark, the Citigroup 3 Month Treasury Bill Index. The fund normally invests directly and indirectly at least 80% of its assets in bonds. It may invest in any sector of the bond market and is not required to maintain a minimum or maximum allocation of investments in any one sector. The fund may invest up to 100% of its assets in junk bonds.
Fees
Fees are Low compared to funds in the same category.
GMO Asset Allocation Bond Fund has an expense ratio of 0.31 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
