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Lipper
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Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
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TheStreet.com
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U.S. News evaluated 91 World Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 36.19 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 36.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
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
Fees are Low compared to funds in the same category.
Chou Income Fund has an expense ratio of 1.50 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
