5 / 5 Stars
5 5 5 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
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 1.49 percent over the past year, 2.93 percent over the past three years, 5.08 percent over the past five years, and 4.08 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||2.9%|
|5 Years (Annualized)||5.1%|
|10 Years (Annualized)||4.1%|
The investment seeks maximum total return that is consistent with preservation of capital and liquidity. The fund invests at least 80% of assets in investment grade bonds. It maintains an actively managed portfolio of bonds selected from several categories, including U.S. Treasuries and agency securities, commercial and residential mortgage-backed securities, asset-backed securities, and corporate bonds. The fund maintains an average duration between one and three years. It may invest up to 20% its net assets in securities of below investment grade quality bonds.
Fees are Low compared to funds in the same category.
Great-West Short Duration Bond Fund has an expense ratio of 0.60 percent.
Risk is Average compared to funds in the same category according to Morningstar.