2 / 5 Stars
1 1 5 4 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#36 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 0.76 percent over the past year, 1.16 percent over the past three years, and 2.06 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.3%|
|3 Years (Annualized)||1.2%|
|5 Years (Annualized)||2.1%|
|10 Years (Annualized)||N/A|
The investment seeks to provide a high level of income consistent with the preservation of capital and liquidity. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in debt obligations issued or guaranteed by the U.S. government, its agencies or instrumentalities, as well as investment-grade debt obligations (debt obligations rated in one of the four highest ratings categories by a nationally recognized statistical rating organization) of banks and corporations. It will maintain an average dollar-weighted maturity of 3 years or less for securities which the fund holds.
Fees are Below Average compared to funds in the same category.
TDAM Short-Term Bond Fund has an expense ratio of 0.43 percent.
Risk is Low compared to funds in the same category according to Morningstar.