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U.S. News evaluated 53 Nontraditional Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Bandon Capital Management, LLC funds
Performance
The fund has returned 3.61 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.5% |
| 1 Year | 3.6% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks consistent positive returns throughout various fixed income market cycles. The fund normally invests at least 80% of assets in fixed income securities. It invests without restriction as to issuer capitalization, credit quality or country and without restriction as to a security's maturity, currency or structural features, such as an issuer's right to prepay. The fund uses fixed income options, financial futures, options on futures and swaps for hedging purposes and as substitutes for traditional securities. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Bandon Isolated Alpha Fixed Income Fund has an expense ratio of 2.20 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
