4 / 5 Stars
1 1 5 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#39 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 3.37 percent over the past year, and 2.53 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.1%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks total return through a combination of capital appreciation and current income. The fund invests in no-load, institutional, and exchange-traded funds that are registered under the Investment Company Act of 1940 and not affiliated with the fund or making direct investments in portfolio securities based upon institutional research, recommendations, and trading signals from investment model managers or other third-party research providers. The Portfolio will be comprised of fixed income securities, principally consisting of bonds, corporate debt securities, convertible securities, Treasury Inflation-Protected Securities, and other treasuries.
Fees are Low compared to funds in the same category.
Rx Dynamic Total Return Fund has an expense ratio of 0.84 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.