1 / 5 Stars
1 1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 77 Nontraditional 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 -4.14 percent over the past year, and -2.23 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.9%|
|3 Years (Annualized)||-2.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks consistent positive returns throughout various fixed income cycles. The fund invests primarily in long and short positions in US Treasury bonds through a combination of (i) underlying funds linked to the performance of the current US Long Treasury Bond, (ii) exchange traded funds linked to the performance of various Treasury bonds, (iii) Treasury Bonds and (iv) Treasury bond futures and other derivatives. It invests at least 80% of its assets in US Treasury bonds, corporate bonds or underlying funds which invest primarily in US Treasury or corporate bonds.
Fees are High compared to funds in the same category.
CMG SR Tactical Bond Fund has an expense ratio of 2.90 percent.
Risk is High compared to funds in the same category according to Morningstar.