| Scorecard |
|---|
|
---
|
|
Lipper
---
|
|
Zacks Investment Research
---
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
---
|
U.S. News evaluated 48 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 Plan Investment Fund funds
Performance
The fund has returned 1.01 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 0.2% |
| 1 Year | 1.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return consistent with current income and capital preservation. The fund invests in investment-grade corporate debt securities, asset-backed securities, and non-government mortgage-backed securities, in addition to U.S. government securities and U.S. government agency securities. The Advisor will seek to manage the magnitude of fluctuation by limiting the Portfolio's duration range from three months to 18 months with a target duration of 12 months. The Portfolio may also invest in government securities that are supported by the full faith and credit of the U.S. government.
Fees
Fees are Low compared to funds in the same category.
Ultrashort Duration Bond Portfolio has an expense ratio of 0.40 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
