Semper Short Duration Fund

Scorecard
4 / 5 Stars
Lipper
5 4 5 1 2
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

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 2.62 percent over the past year, and 2.21 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 1.7%
1 Year 2.6%
3 Years (Annualized) 2.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide a high level of current income. Under normal market conditions, the fund invests primarily in investment-grade debt securities of domestic entities. Investment-grade debt securities are those rated in one of the four highest rating categories by a nationally recognized statistical rating organization. An unrated debt security may be treated as investment grade if determined by the Adviser to be of comparable quality.

Fees

Fees are Low compared to funds in the same category.
Semper Short Duration Fund has an expense ratio of 0.85 percent.

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Risk

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

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