1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#76 in Short-Term Bond
U.S. News evaluated 120 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 -0.17 percent over the past year, 0.19 percent over the past three years, and 0.76 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.1%|
|3 Years (Annualized)||0.2%|
|5 Years (Annualized)||0.8%|
|10 Years (Annualized)||N/A|
The investment seeks to achieve a generally stable return consistent with preservation of capital. The fund normally will invest at least 80% of its net assets in fixed income securities issued in the U.S. It will invest more than 25% of its total assets in dollar-denominated obligations of U.S. banks and U.S. subsidiaries and branches of foreign banks and bank holding companies when the yield to maturity on these investments exceeds the yield to maturity on all other eligible portfolio investments of similar quality for a period of five consecutive days during which the New York Stock Exchange is open for trading.
Fees are Below Average compared to funds in the same category.
SA U.S. Fixed Income Fund has an expense ratio of 0.65 percent.
Risk is Low compared to funds in the same category according to Morningstar.