3 / 5 Stars
3 3 3 5 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#8 in Multisector Bond
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 4.09 percent over the past year, 5.77 percent over the past three years, 9.84 percent over the past five years, and 6.41 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||3.0%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||9.8%|
|10 Years (Annualized)||6.4%|
The investment seeks a high level of current income with moderate share price fluctuation. The fund diversifies its assets widely among a set of T. Rowe Price mutual funds representing specific market segments. It normally invests in domestic and international bond funds, a money market fund, and an income-oriented stock fund. The fund can invest in funds holding high-quality domestic and foreign bonds, high-yield bonds ("junk bonds"), short- and long-term securities, and dividend-paying stocks. It may sell shares of the underlying funds for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-11-12
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-11-12