3 / 5 Stars
4 4 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#20 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 -0.32 percent over the past year, 0.86 percent over the past three years, 1.59 percent over the past five years, and 2.53 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.2%|
|3 Years (Annualized)||0.9%|
|5 Years (Annualized)||1.6%|
|10 Years (Annualized)||2.5%|
The investment seeks to provide current income and secondarily, preservation of capital. The fund normally invests substantially all, but under normal circumstances no less than 80%, of the value of its net assets in a diversified portfolio of debt obligations issued or supported as to principal and interest by the U.S. government or its agencies and instrumentalities including mortgage backed securities, asset backed securities, variable and floating rate securities, zero coupon securities, and in repurchase agreements backed by such securities. It expects to maintain a duration of less than three years under normal market conditions.
Fees are High compared to funds in the same category.
Wilmington Short Duration Government Bond Fund has an expense ratio of 0.89 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.