2 / 5 Stars
2 2 5 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
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.
The fund has returned -1.67 percent over the past year, and 0.55 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.9%|
|3 Years (Annualized)||0.6%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
UBS Fixed Income Opportunities Fund has an expense ratio of 1.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.