TransWestern Institutional Short Duration Government Bond Fund

Class Inst (TWSGX)
Scorecard
4 / 5 Stars
Lipper
1 1 5 2 4
Zacks Investment Research
---
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

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.

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Performance

The fund has returned 0.04 percent over the past year, and 1.66 percent over the past three years.

Trailing Returns Updated 02.28.2014
Year to date 1.2%
1 Year 0.0%
3 Years (Annualized) 1.7%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide income consistent with liquidity, and limited credit and interest rate risk. The fund invests 100% of its assets in liquid, high-quality fixed and variable rate US Government bonds, cash and cash equivalents. Under current federal banking regulations these US Government bonds would receive a risk weighting of 0% to 20% for purposes of calculating risk-based capital requirements. The fund intends that a bank's investment in the fund would receive a 20% risk weighting. It seeks to maintain limited credit risk by restricting its investments to those rated Aaa by Moody's or AAA by S&P.

Fees

Fees are Low compared to funds in the same category.
TransWestern Institutional Short Duration Government Bond Fund has an expense ratio of 0.65 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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