1 / 5 Stars
1 1 5 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#85 in Short-Term Bond
U.S. News evaluated 122 Short-Term Bond 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 -0.10 percent over the past year, 0.25 percent over the past three years, 1.95 percent over the past five years, and 1.44 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.2%|
|3 Years (Annualized)||0.3%|
|5 Years (Annualized)||1.9%|
|10 Years (Annualized)||1.4%|
The investment seeks to provide safety of principal and a moderate rate of income that is subject to taxes. The fund invests at least 80% of its total assets in securities rated A or better. It may also invest up to 20% of its total assets in fixed-income foreign securities in developed or emerging-market countries. The fund may invest up to 20% of its total assets in fixed-income securities rated BB or B by national rating agencies, which are not investment-grade.
Fees are Low compared to funds in the same category.
AllianceBernstein Short Duration Plus Portfolio has an expense ratio of 0.94 percent.
Risk is Low compared to funds in the same category according to Morningstar.