3 / 5 Stars
4 4 5 2 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#51 in Short-Term Bond
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.
The fund has returned 2.57 percent over the past year, 2.41 percent over the past three years, 3.38 percent over the past five years, and 3.44 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.6%|
|3 Years (Annualized)||2.4%|
|5 Years (Annualized)||3.4%|
|10 Years (Annualized)||3.4%|
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 (effective duration is a measure of the expected change in value of a fixed income security for a given change in interest rates). The fund generally invests in investment grade fixed income securities.
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.