4 / 5 Stars
5 4 5 1 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
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 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%|
|3 Years (Annualized)||2.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 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.