3 / 5 Stars
5 5 5 3 2
Zacks Investment Research
Standard & Poor's
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.
The fund has returned 5.96 percent over the past year, 4.64 percent over the past three years, and 6.05 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||1.7%|
|3 Years (Annualized)||4.6%|
|5 Years (Annualized)||6.0%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize long-term total return. The fund has a flexible investment strategy and will invest in a variety of securities and instruments and use a variety of investment techniques in pursuing its objective. It normally invests at least 50% of its net assets in debt and fixed income securities rated at least Baa or BBB at the time of purchase by one or more Nationally Recognized Statistical Rating Organizations ("NRSROs") or unrated securities of comparable quality at the time of purchase.
Fees are Low compared to funds in the same category.
Western Asset Total Return Unconstrained Fund has an expense ratio of 1.10 percent.
Risk is Average compared to funds in the same category according to Morningstar.