4 / 5 Stars
2 3 5 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#17 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 1.34 percent over the past year, 3.96 percent over the past three years, 6.24 percent over the past five years, and 4.03 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||4.0%|
|5 Years (Annualized)||6.2%|
|10 Years (Annualized)||4.0%|
The investment seeks income. The fund invests primarily in corporate debt securities and U.S. government securities. Under normal market conditions, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in debt securities (generally referred to as "bonds"). The fund can invest up to 35% of its total assets in lower-grade, high-yield debt securities that are below investment-grade (commonly referred to as "junk bonds").
Fees are Low compared to funds in the same category.
Oppenheimer Limited-Term Bond Fund has an expense ratio of 0.90 percent.
Risk is High compared to funds in the same category according to Morningstar.