PL Short Duration Bond Fund

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.

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Performance

The fund has returned 1.84 percent over the past year, and 1.37 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 0.9%
1 Year 1.8%
3 Years (Annualized) 1.4%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks current income; capital appreciation is of secondary importance. The fund normally invests at least 80% of its assets in fixed income securities (including derivatives on such securities). Normally it will focus on high quality, investment grade securities. The fund's average duration will not likely exceed 3 years. The fund may invest up to 55% of its assets in investment grade corporate debt securities, including derivatives thereof. It may invest up to 15% of its assets in foreign debt denominated in U.S. dollars.

Fees

Fees are Low compared to funds in the same category.
PL Short Duration Bond Fund has an expense ratio of 0.55 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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See Also:

Top Pacific Life Funds Funds