2 / 5 Stars
1 1 5 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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.
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%|
|3 Years (Annualized)||-0.8%|
|5 Years (Annualized)||-0.0%|
|10 Years (Annualized)||1.9%|
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 are Low compared to funds in the same category.
The Core Fund has an expense ratio of 0.58 percent.
Risk is Average compared to funds in the same category according to Morningstar.