4 / 5 Stars
5 5 1 1 2
Zacks Investment Research
Standard & Poor's
3 / 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 -1.49 percent over the past year, 3.81 percent over the past three years, 8.99 percent over the past five years, and 7.48 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.8%|
|3 Years (Annualized)||3.8%|
|5 Years (Annualized)||9.0%|
|10 Years (Annualized)||7.5%|
The investment seeks current income with capital appreciation and growth of income. The fund normally invests at least 80% of its net assets in bonds issued by governments and government agencies located around the world. Its assets will be invested in issuers located in at least three countries (including the U.S.), and hold foreign currencies and attempt to profit from fluctuations in currency exchange rates. The fund focuses on bonds rated investment grade or the unrated equivalent as determined by the sub-adviser, but may invest up to 25% of its total assets in below investment grade bonds. It is non-diversified.
Fees are Low compared to funds in the same category.
Great-West Templeton Global Bond Fund has an expense ratio of 1.30 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.