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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 79 Multisector Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 4.07 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 1.5% |
| 1 Year | 4.1% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
