| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
5
3
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#35 in World Bond
U.S. News evaluated 92 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 0.27 percent over the past year, 1.86 percent over the past three years, and 2.50 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | -0.5% |
| 1 Year | 0.3% |
| 3 Years (Annualized) | 1.9% |
| 5 Years (Annualized) | 2.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return (consisting of current income and capital appreciation). The fund normally invests at least 80% of its net assets, including any borrowings for investment purposes, in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") that have either adopted policies to invest at least 80% of their assets in fixed income securities that the Adviser believes offer the prospect of providing total return, or invest substantially all of their assets in such fixed income securities. It reserves the right to hold up to 100% of its assets as a temporary defensive measure in cash and money market instruments.
Fees
Fees are Below Average compared to funds in the same category.
RBB Free Market Fixed Income Fund has an expense ratio of 0.63 percent.
Risk
Risk is Low compared to funds in the same category according to Morningstar.
