3 / 5 Stars
4 3 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#12 in World Bond
U.S. News evaluated 100 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 0.27 percent over the past year, 3.40 percent over the past three years, 6.83 percent over the past five years, and 5.14 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||-0.8%|
|3 Years (Annualized)||3.4%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||5.1%|
The investment seeks to maximize current income, consistent with the protection of principal. The fund normally invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in non-U.S. dollar-denominated fixed income instruments. Foreign currency exposure normally will be limited to 30% of the fund's total assets. Up to 15% of the fund's total assets may be invested in fixed income securities of issuers located in emerging markets countries. The fund invests primarily in investment grade debt securities, but may invest up to 15% of its total assets in non-investment grade securities. It is non-diversified.
Fees are Low compared to funds in the same category.
Consulting Group International Fixed-Income Investments has an expense ratio of 0.63 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.