4 / 5 Stars
2 2 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#8 in Ultrashort Bond
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.
The fund has returned -0.23 percent over the past year, and 1.46 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.3%|
|3 Years (Annualized)||1.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total return; total return includes both income and capital appreciation. The fund seeks to outperform the Merrill Lynch 1-Year U.S. Treasury Note Index through an actively managed diversified portfolio of securities. It invests primarily in investment grade debt securities rated in the highest three categories by at least one of the following three nationally recognized statistical rating organizations: Fitch Ratings, Moody's Investors Service, Inc. and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. The anticipated weighted average duration for the fund is between 0.5 to 2 years.
Fees are Low compared to funds in the same category.
William Blair Low Duration Fund has an expense ratio of 0.55 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.