Bandon Isolated Alpha Fixed Income Fund

U.S. News evaluated 79 Nontraditional 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 -3.45 percent over the past year, and 0.98 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 1.5%
1 Year -3.4%
3 Years (Annualized) 1.0%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks consistent positive returns throughout various fixed income market cycles. Under normal market conditions, the fund invests (long or short) at least 80% of its assets in fixed income securities. It invests without restriction as to issuer capitalization, credit quality (including in lower-rated fixed income securities known as high yield or junk bonds) 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 is non-diversified.

Fees

Fees are Above Average compared to funds in the same category.
Bandon Isolated Alpha Fixed Income Fund has an expense ratio of 2.20 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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