STAAR Short Term Bond Fund

Class No Load (SITBX)
Scorecard
1 / 5 Stars
Lipper
1 1 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D+ (Sell)

#80 in Short-Term Bond

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 0.46 percent over the past year, 0.55 percent over the past three years, 0.66 percent over the past five years, and 1.34 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 0.0%
1 Year 0.5%
3 Years (Annualized) 0.5%
5 Years (Annualized) 0.7%
10 Years (Annualized) 1.3%

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Summary

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, it is expected that the average maturity of the portfolio will be between six (6) months and three (3) years the majority of the time. At least 40% of its fund's total assets must be invested in securities issued, guaranteed or otherwise backed by the U.S. government or government agencies. The Dollar Weighted Average Maturity was 1.4 years.

Fees

Fees are Low compared to funds in the same category.
STAAR Short Term Bond Fund has an expense ratio of 1.52 percent.

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Risk

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

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See Also:

Top STAAR Investment Trust Funds