3 / 5 Stars
4 4 5 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#39 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 0.92 percent over the past year, 1.93 percent over the past three years, 3.77 percent over the past five years, and 3.22 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.5%|
|3 Years (Annualized)||1.9%|
|5 Years (Annualized)||3.8%|
|10 Years (Annualized)||3.2%|
The investment seeks total return that is consistent with preservation of capital. The fund invests normally at least 80% of its net assets in bonds and other fixed income securities of varying maturities, and normally invests at least 65% of its net assets in bonds and other fixed income securities with more than one year to maturity. It seeks to maintain a portfolio effective duration of no greater than three years. The fund generally invests in investment grade fixed income securities (i.e., securities rated within the four highest grades by a major ratings agency or unrated securities that the fund's subadvisers determine are of comparable quality).
Fees are Low compared to funds in the same category.
Vantagepoint Low Duration Bond Fund has an expense ratio of 0.63 percent.
Risk is Average compared to funds in the same category according to Morningstar.