2 / 5 Stars
1 1 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#92 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 -0.48 percent over the past year, 1.31 percent over the past three years, 2.63 percent over the past five years, and 2.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.4%|
|3 Years (Annualized)||1.3%|
|5 Years (Annualized)||2.6%|
|10 Years (Annualized)||2.0%|
The investment seeks to create income with an emphasis on safety of principal. The fund invests, under normal conditions, in a mix of U.S. government, Government Agency and Corporate debt instruments. At the time of purchase, positions must be rated BBB or higher ("investment grade"). In general, the average maturity of the portfolio will be between two (2) and fifteen (15) years. At least 40% of its total assets must be invested in securities issued, guaranteed or otherwise backed by the U.S. government or government agencies.
Fees are High compared to funds in the same category.
STAAR General Bond Fund has an expense ratio of 1.61 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.