3 / 5 Stars
4 4 5 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#38 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 2.93 percent over the past year, 2.90 percent over the past three years, 3.83 percent over the past five years, and 2.97 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.8%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||3.8%|
|10 Years (Annualized)||3.0%|
The investment seeks to maximize total return, consisting of capital appreciation and current income. The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in fixed-income securities of U.S. and foreign issuers rated investment grade or the unrated equivalent as determined by the adviser. Typically, its portfolio can be expected to have an average effective maturity and an average effective duration of three years or less. It is non-diversified.
Fees are Low compared to funds in the same category.
Dreyfus Short Term Income Fund has an expense ratio of 0.90 percent.
Risk is Average compared to funds in the same category according to Morningstar.