3 / 5 Stars
1 2 5 5 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#60 in Short-Term Bond
U.S. News evaluated 111 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 1.94 percent over the past year, 3.16 percent over the past three years, 3.35 percent over the past five years, and 3.03 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.4%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||3.3%|
|10 Years (Annualized)||3.0%|
The investment seeks current income consistent with the maturity and quality standards described in the fund's prospectus and preservation of capital. The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better. The fund primarily invests in intermediate-term debt securities denominated in U.S. dollars.
Fees are Low compared to funds in the same category.
American Funds Intermediate Bond Fund Of America Fund has an expense ratio of 0.61 percent.
Risk is Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 4 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year, 4 for five years, and 5 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12