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Lipper
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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.
See all Pacific LifeFunds funds
Performance
The fund has returned 1.76 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.4% |
| 1 Year | 1.8% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 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.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
