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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 111 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 2.44 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.7% |
| 1 Year | 2.4% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide a high level of current income. The fund invests primarily in investment-grade debt securities of domestic entities. It normally expects to maintain weighted average portfolio duration of up to 3 years. The fund may hold securities that are downgraded to non-investment grade and would no longer qualify for initial investment.
Fees
Fees are Low compared to funds in the same category.
UCM Short Duration Fund has an expense ratio of 0.60 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
