Trust For Credit Unions Short Duration Portfolio

Class No Load (TCUDX)
Scorecard
3 / 5 Stars
Lipper
4 4 5 4 4
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C- (Hold)

#9 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.

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Performance

The fund has returned 0.50 percent over the past year, 0.64 percent over the past three years, 1.60 percent over the past five years, and 2.62 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 0.4%
1 Year 0.5%
3 Years (Annualized) 0.6%
5 Years (Annualized) 1.6%
10 Years (Annualized) 2.6%

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Summary

The investment seeks to achieve a high level of current income, consistent with relatively low volatility of principal, by investing in obligations authorized under the Federal Credit Union Act. During normal market conditions, the Portfolio intends to invest a substantial portion of its assets in mortgage-related securities that are U.S. government securities. The Portfolio will attempt, through the purchase of securities with short or negative durations, to limit the effect of interest rate fluctuations on the Portfolio's NAV.

Fees

Fees are Low compared to funds in the same category.
Trust For Credit Unions Short Duration Portfolio has an expense ratio of 0.34 percent.

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Risk

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

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