1 / 5 Stars
1 1 4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 -1.23 percent over the past year, -0.75 percent over the past three years, 0.32 percent over the past five years, and 0.39 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||-0.7%|
|5 Years (Annualized)||0.3%|
|10 Years (Annualized)||0.4%|
The investment seeks high current income, preservation of capital, and rising future income, consistent with prudent investment risk. The fund invests at least 80% of its assets in U.S. government fixed income securities. It invests in zero-coupon bonds, foreign securities (primarily through American Depositary Receipts ("ADRs")), dividend-paying stocks, and high-quality money market securities. The fund invests a higher proportion of its assets in shorter-term bonds when the Manager believes interest rates will rise, and a higher proportion in longer-term bonds when the Manager believes interest rates will fall.
Fees are High compared to funds in the same category.
Pacific Advisors Government Securities Fund has an expense ratio of 3.85 percent.
Risk is High compared to funds in the same category according to Morningstar.