2 / 5 Stars
1 1 5 5 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#55 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 0.62 percent over the past year, 1.01 percent over the past three years, 1.78 percent over the past five years, and 2.26 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.3%|
|3 Years (Annualized)||1.0%|
|5 Years (Annualized)||1.8%|
|10 Years (Annualized)||2.3%|
The investment seeks to maximize total returns consistent with preservation of capital. The fund normally invests at least 80% of its net assets in fixed income securities that mature within two years from the date of settlement. It may concentrate its investments in obligations of U.S. and foreign banks and bank holding companies. The fund may use bond (interest rate) futures and options contracts, swaps and other types of derivatives to hedge against changes in interest rates.
Fees are Low compared to funds in the same category.
LWAS/DFA Two-Year Corporate Fixed Income Portfolio has an expense ratio of 0.30 percent.
Risk is Low compared to funds in the same category according to Morningstar.