2 / 5 Stars
2 2 5 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#39 in Short-Term Government
U.S. News evaluated 51 Short Government 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 0.03 percent over the past year, 0.25 percent over the past three years, 0.74 percent over the past five years, and 2.20 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||0.7%|
|10 Years (Annualized)||2.2%|
The investment seeks to provide as high a level of current income as is consistent with the preservation of capital. The fund invests at least 80% of assets in securities issued or guaranteed by the U.S. government or agencies or instrumentalities, and in repurchase agreements in respect of such securities. It may invest up to 35% of net assets in mortgage-related securities issued by U.S. government agencies or instrumentalities. The fund's average effective portfolio maturity and the average effective duration of the fund's portfolio will be less than three years.
Fees are Low compared to funds in the same category.
BNY Mellon Short Term U.S. Government Securities Fund has an expense ratio of 0.53 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.