4 / 5 Stars
2 2 5 5 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#11 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 1.40 percent over the past year, 3.47 percent over the past three years, and 5.19 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||2.0%|
|3 Years (Annualized)||3.5%|
|5 Years (Annualized)||5.2%|
|10 Years (Annualized)||N/A|
The investment seeks total return. The fund's overall investment strategy is to invest in a portfolio consisting primarily of Treasury securities, U.S. government agency securities, (including mortgage-backed securities issued or guaranteed by U.S. government agencies or instrumentalities), mortgage-backed securities (MBS), asset-backed securities and investment-grade corporate securities. It may invest its assets in securities of other investment companies, including the securities of affiliated money market funds, as an efficient means of implementing its investment strategies and/or managing its uninvested cash.
Fees are Low compared to funds in the same category.
Federated Short-Intermediate Total Return Bond Fund has an expense ratio of 0.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.