5 / 5 Stars
2 2 4 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#33 in Short-Term Bond
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 3.26 percent over the past year, 3.17 percent over the past three years, 5.19 percent over the past five years, and 4.34 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.8%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||5.2%|
|10 Years (Annualized)||4.3%|
The investment seeks high current income consistent with preservation of capital. Under normal market conditions, the fund invests (at the time of investment) at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in corporate bonds and notes, government securities, taxable municipal obligations, securities backed by mortgages or other assets and Treasury Inflation-Protected Securities ("TIPS"). Under normal circumstances, the dollar-weighted average maturity of the fund's portfolio will be between 3 and 10 years.
Fees are Low compared to funds in the same category.
Orion/Monetta Trust Intermediate Bond Fund has an expense ratio of 1.84 percent.
Risk is High compared to funds in the same category according to Morningstar.