3 / 5 Stars
2 2 5 2 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#49 in Short-Term Bond
U.S. News evaluated 122 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 0.65 percent over the past year, 2.46 percent over the past three years, 3.68 percent over the past five years, and 3.13 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.8%|
|3 Years (Annualized)||2.5%|
|5 Years (Annualized)||3.7%|
|10 Years (Annualized)||3.1%|
The investment seeks to maximize total return in a manner consistent with the generation of current income, preservation of capital, and reduced price volatility. The fund normally intends to invest primarily all, but must invest at least 80%, of its assets in fixed income securities. It invests primarily in debt securities rated within the four highest credit categories (AAA, AA, A, BBB, or equivalent) by at least one nationally recognized statistical rating organization ("NRSRO"), or if unrated, deemed to be of comparable quality by the fund's sub-adviser.
Fees are Low compared to funds in the same category.
Tributary Short-Intermediate Bond Fund has an expense ratio of 0.83 percent.
Risk is Average compared to funds in the same category according to Morningstar.