Zeo Strategic Income Fund

Class Inst (ZEOIX)

U.S. News evaluated 82 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.26 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.8%
1 Year 4.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks income and moderate capital appreciation. The fund's adviser seeks to achieve the fund's investment objective by investing primarily in fixed income securities and by managing interest rate, default and currency risks. It invests in individual fixed income securities without restriction as to issuer credit quality, capitalization, country, security maturity or currency. The fund may invest in junk bonds that are in default, subject to bankruptcy or reorganization. It is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Zeo Strategic Income Fund has an expense ratio of 1.50 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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