2 / 5 Stars
1 1 2 5 5
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#32 in World Bond
U.S. News evaluated 98 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 -1.60 percent over the past year, 1.13 percent over the past three years, and 4.35 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.4%|
|3 Years (Annualized)||1.1%|
|5 Years (Annualized)||4.4%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize total returns. The fund seeks to maximize total returns from a universe of U.S. and foreign debt securities maturing in five years or less from the date of settlement. The debt securities in which the Portfolio may invest include obligations issued or guaranteed by the U.S. and foreign governments, their agencies and instrumentalities, corporate debt obligations, bank obligations, commercial paper, repurchase agreements, obligations of other domestic and foreign issuers, securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States, and obligations of supranational organizations.
Fees are Low compared to funds in the same category.
DFA Selectively Hedged Global Fixed Income Portfolio has an expense ratio of 0.18 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.