3 / 5 Stars
4 4 5 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 122 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 0.59 percent over the past year, and 2.32 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.7%|
|3 Years (Annualized)||2.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide a high level of current income. The fund invests primarily in investment-grade debt securities of domestic entities. It normally expects to maintain weighted average portfolio duration of up to 3 years. The fund may hold securities that are downgraded to non-investment grade and would no longer qualify for initial investment.
Fees are Low compared to funds in the same category.
Semper Short Duration Fund has an expense ratio of 0.85 percent.
Risk is Average compared to funds in the same category according to Morningstar.