3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#18 in Short-Term Government
U.S. News evaluated 49 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 0.78 percent over the past year, 0.83 percent over the past three years, 1.64 percent over the past five years, and 2.68 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.9%|
|3 Years (Annualized)||0.8%|
|5 Years (Annualized)||1.6%|
|10 Years (Annualized)||2.7%|
The investment seeks to maximize total return (capital appreciation and income) with minimal reasonable risk. The fund will invest, under normal circumstances, at least 80% of its net assets in securities issued or guaranteed by the U.S. government or by its agencies, instrumentalities or sponsored enterprises and repurchase agreements relating to such securities. Its dollar-weighted average maturity, under normal circumstances, will range between two and five years.
Fees are Low compared to funds in the same category.
Northern Short-Intermediate U.S. Government Fund has an expense ratio of 0.40 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.