3 / 5 Stars
2 2 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 83 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 4.27 percent over the past year, 4.87 percent over the past three years, 13.57 percent over the past five years, and 3.67 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.9%|
|3 Years (Annualized)||4.9%|
|5 Years (Annualized)||13.6%|
|10 Years (Annualized)||3.7%|
The investment seeks total return through current income and capital appreciation. The fund will invest at least 80% of its net assets in income producing securities including foreign investment grade debt (including developed market government bonds), emerging market debt, international and domestic high yield debt (including lower-quality securities, "high yield" or "junk bonds"), US investment grade corporate debt, US government debt securities and floating rate notes ("FRNs"). Under normal circumstances, the managers intend to invest at least 40% of the fund's net assets outside of the United States and in at least three different countries.
Fees are Above Average compared to funds in the same category.
Henderson Strategic Income Fund has an expense ratio of 1.85 percent.
Risk is High compared to funds in the same category according to Morningstar.