4 / 5 Stars
3 3 5 2 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#25 in Short-Term Bond
U.S. News evaluated 128 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 3.50 percent over the past year, 3.20 percent over the past three years, 4.55 percent over the past five years, and 3.52 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.6%|
|3 Years (Annualized)||3.2%|
|5 Years (Annualized)||4.5%|
|10 Years (Annualized)||3.5%|
The investment seeks a high level of current income with relative stability of principal. The fund invests at least 90% of its total assets in the following: (a) U.S. dollar-denominated corporate debt securities (domestic or foreign) with long-term ratings of "A -" or better, or an equivalent rating; (b) obligations of or guaranteed by the U.S. government, its agencies or instrumentalities; (c) collateralized obligations and (d) commercial paper obligations rated within the highest grade by one of the Rating Organizations.
Fees are Low compared to funds in the same category.
William Blair Income Fund has an expense ratio of 0.85 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.