Chou Income Fund

Class Other (CHOIX)
Scorecard
5 / 5 Stars
Lipper
5 2 1 1 1
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

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.

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Performance

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%
1 Year 17.6%
3 Years (Annualized) 14.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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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.

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Risk

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

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See Also:

Top Chou America Funds