Trust For Credit Unions Ultra-Short Duration Government Portfolio

Class No Load (TCUUX)
Scorecard
3 / 5 Stars
Lipper
---
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 55 Ultrashort Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all Trust for Credit Unions funds

See full Ultrashort Bond rankings

See more fund rankings

Performance

The fund has returned -0.08 percent over the past year, 0.35 percent over the past three years, 0.74 percent over the past five years, and 2.25 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 0.1%
1 Year -0.1%
3 Years (Annualized) 0.3%
5 Years (Annualized) 0.7%
10 Years (Annualized) 2.2%

See more TCUUX performance

Summary

The investment seeks to achieve a high level of current income, consistent with low volatility of principal, by investing in obligations authorized under the Federal Credit Union Act. Under normal circumstances, the fund invests at least 80% of the net assets (measured at the time of purchase) in U.S. government securities, including mortgage-related securities representing an interest in or collateralized by other mortgage-related securities and/or in repurchase agreements collateralized by U.S. government securities. It is expected that a substantial portion of the assets will be invested in mortgage-related securities.

Fees

Fees are Low compared to funds in the same category.
Trust For Credit Unions Ultra-Short Duration Government Portfolio has an expense ratio of 0.34 percent.

See more TCUUX fees

Risk

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

See more TCUUX risk

See Also:

Top Trust for Credit Unions Funds