4 / 5 Stars
4 3 4 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#5 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.
The fund has returned 9.43 percent over the past year, 8.09 percent over the past three years, 8.34 percent over the past five years, and 7.54 percent over the past decade.
|Trailing Returns||Updated 05.31.2013|
|Year to date||4.0%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||8.3%|
|10 Years (Annualized)||7.5%|
The investment seeks to preserve capital and attain long-term total returns. The fund invests primarily in income bearing securities, including a wide range of debt and dividend-paying equity securities. Its fixed income investments may include, but are not limited to, U.S. Federal and Agency obligations, investment grade corporate debt, domestic high yield debt or "junk bonds", floating-rate debt, convertible debt, collateralized debt, municipal debt, foreign debt and/or depositary receipts and preferred stock. The fund may also invest up to 100% of its assets in foreign debt (including emerging markets) and/or depositary receipts. It is non-diversified.
Fees are Below Average compared to funds in the same category.
Osterweis Strategic Income Fund has an expense ratio of 0.92 percent.
Risk is Low compared to funds in the same category according to Morningstar.