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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
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TheStreet.com
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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.
Performance
The fund has returned 3.38 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.5% |
| 1 Year | 3.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund invests its assets across a wide range of fixed income securities, currencies and other investments to generate total returns under a variety of market conditions and economic cycles. It normally invests 80% of its net assets (plus borrowings for investment purposes, if any) in fixed income securities and/or investments that provide exposure to fixed income securities. The fund may invest in fixed income securities of any credit quality, including non-investment grade securities (often referred to as high yield securities or "junk bonds").
Fees
Fees are Low compared to funds in the same category.
UBS Fixed Income Opportunities Fund has an expense ratio of 0.95 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
