5 / 5 Stars
5 5 1 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 12.16 percent over the past year, 9.05 percent over the past three years, 12.97 percent over the past five years, and 9.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||6.4%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||13.0%|
|10 Years (Annualized)||9.1%|
The investment seeks high total investment return through a combination of current income and capital appreciation. The fund normally invests at least 80% of its net assets in fixed income securities. It normally focuses on good relative value based on the credit outlook of the issuer, good structural fit within the objectives and constraints of the portfolio, and maximum total return potential. The fund may invest up to 20% in preferred stock and convertible preferred stock. It may invest up to 20% of its total assets in foreign securities. The fund may also invest up to 35% of its total assets in securities of below investment grade quality bonds.
Fees are Low compared to funds in the same category.
Great-West Loomis Sayles Bond Fund has an expense ratio of 0.90 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.