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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.
See all Ziegler Lotsoff Capital Management LLC funds
Performance
The fund has returned 6.71 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 3.2% |
| 1 Year | 6.7% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks high current income and capital appreciation. The fund normally invests at least 80% of net assets in U.S. and foreign debt securities consisting of corporate bonds and debentures, securities of real estate investment trusts that invest principally in mortgages and fixed income securities, securities of closed-end funds and exchange-traded funds that invest principally in fixed income securities, and preferred and convertible securities that the investment adviser believes have debt-like characteristics, both investment and non-investment grade credit quality. It is non-diversified.
Fees
Fees are Low compared to funds in the same category.
Ziegler Strategic Income Fund has an expense ratio of 1.37 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
