5 / 5 Stars
5 2 1 1 1
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
U.S. News evaluated 97 World 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 17.63 percent over the past year, and 14.48 percent over the past three years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.5%|
|3 Years (Annualized)||14.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide capital appreciation and income production, with capital preservation as a secondary consideration. The fund invests at least 80% of its net assets in fixed-income securities and financial instruments that provide exposure to fixed-income securities. It also may invest in money market funds that invest principally in U.S. Treasury bills, notes and bonds and repurchase agreements backed by such securities. The fund may invest up to 20% of its net assets in equity securities. It is non-diversified.
Fees are Low compared to funds in the same category.
Chou Income Fund has an expense ratio of 1.50 percent.
Risk is High compared to funds in the same category according to Morningstar.