3 / 5 Stars
2 2 5 1 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#49 in Short-Term Bond
U.S. News evaluated 120 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 0.88 percent over the past year, 1.39 percent over the past three years, 2.64 percent over the past five years, and 2.79 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||0.3%|
|3 Years (Annualized)||1.4%|
|5 Years (Annualized)||2.6%|
|10 Years (Annualized)||2.8%|
The investment seeks current income. Under normal circumstances, the fund invests at least 80% of the value of its net assets in U.S. corporate fixed income securities. The fund's investment advisor will select investment grade securities and unrated securities determined to be of comparable quality, but also may invest up to 15% of the fund's total assets in lower-rated debt securities ("junk bonds"). The fund seeks to maintain a weighted average maturity of no more than three years.
Fees are High compared to funds in the same category.
Wilmington Short Term Corporate Bond Fund has an expense ratio of 0.86 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.