2 / 5 Stars
3 3 5 5 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#8 in Short-Term Government
U.S. News evaluated 53 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 0.26 percent over the past year, 0.48 percent over the past three years, 1.71 percent over the past five years, and 2.25 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||0.2%|
|3 Years (Annualized)||0.5%|
|5 Years (Annualized)||1.7%|
|10 Years (Annualized)||2.3%|
The investment seeks to maximize total returns available from the universe of debt obligations of the U.S. government and U.S. government agencies consistent with the preservation of capital. The fund will invest at least 80% of its net assets in government securities that mature within two years from the date of settlement. It may invest in futures contracts and options on futures contracts.
Fees are Low compared to funds in the same category.
LWAS/DFA Two-Year Government Portfolio has an expense ratio of 0.28 percent.
Risk is Low compared to funds in the same category according to Morningstar.