The Core Fund

Scorecard
2 / 5 Stars
Lipper
1 1 5 2 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 57 Ultrashort Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned -1.27 percent over the past year, -0.80 percent over the past three years, -0.00 percent over the past five years, and 1.95 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date -0.3%
1 Year -1.3%
3 Years (Annualized) -0.8%
5 Years (Annualized) -0.0%
10 Years (Annualized) 1.9%

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Summary

The investment seeks a high level of income. The fund's investment adviser seeks to achieve its investment objective by investing primarily in U.S. government securities. Normally, its portfolio will have a dollar-weighted average effective maturity of no more than 3 years. The adviser ordinarily allocates the fund's assets primarily among relatively higher-yielding sectors of the U.S. government securities universe.

Fees

Fees are Low compared to funds in the same category.
The Core Fund has an expense ratio of 0.58 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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See Also:

Top Institutional Investors Funds