3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#37 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 -1.36 percent over the past year, 1.13 percent over the past three years, 1.65 percent over the past five years, and 2.49 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||1.1%|
|5 Years (Annualized)||1.7%|
|10 Years (Annualized)||2.5%|
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 0.38 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.