2 / 5 Stars
2 1 5 3 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 128 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 0.84 percent over the past year, and 1.18 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.4%|
|3 Years (Annualized)||1.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return and preservation of capital. Under normal circumstances, the Portfolio invests at least 80% of its assets in fixed-income securities of US issuers, including US government securities, corporate securities, mortgage-related and asset-backed securities, convertible securities, municipal securities, structured products, preferred stocks and inflation- indexed-securities. It may invest up to 20% of its assets in other securities which need not be fixed-income securities of US issuers.
Fees are Low compared to funds in the same category.
Lazard US Short Duration Fixed Income Portfolio has an expense ratio of 0.70 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.