Semper MBS Total Return Fund

U.S. News evaluated 75 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

Trailing Returns Updated 02.28.2014
Year to date 2.5%
1 Year N/A
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide a high level of risk-adjusted current income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in mortgage-backed securities ("MBS"). The weighted average maturity of the fund's MBS investments will generally range from between 1 and 10 years and the fund may invest without limit in MBS that are rated below investment grade (i.e., "high yield" or "junk" ratings).

Fees

Fees are Above Average compared to funds in the same category.
Semper MBS Total Return Fund has an expense ratio of 0.75 percent.

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Risk

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

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See Also:

Top Semper Funds