2 / 5 Stars
3 3 5 3 2
Zacks Investment Research
5 (Strong Sell)
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 1.19 percent over the past year, 1.67 percent over the past three years, 3.85 percent over the past five years, and 1.89 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.5%|
|3 Years (Annualized)||1.7%|
|5 Years (Annualized)||3.8%|
|10 Years (Annualized)||1.9%|
The investment seeks the highest available current income consistent with liquidity and low risk to principal; total return is a secondary goal. The fund normally invests at least 80% of its net assets in bonds and other debt securities. It invests mainly in investment-grade bonds and other debt securities from U.S. government and corporate issuers. Although it may invest in securities of any maturity, the fund normally seeks to maintain an average portfolio duration of two years or less.
Fees are Low compared to funds in the same category.
Lehman Brothers Income Funds Short Duration Bond Fund has an expense ratio of 0.70 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.