4 / 5 Stars
5 5 4 1 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#4 in Multisector Bond
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 9.90 percent over the past year, 7.59 percent over the past three years, and 11.26 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||11.3%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of current income, while long-term capital appreciation is a secondary consideration. The fund invests in a broad range of income producing investments from throughout the world, primarily including debt obligations and income producing stocks. It invests a majority of assets in the debt obligations. The relative proportions of the fund's investments in debt obligations and in income producing stocks can be expected to vary over time. The fund may invest in debt obligations of any kind, of any quality, and of any maturity.
Fees are Low compared to funds in the same category.
Thornburg Strategic Income Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.