4 / 5 Stars
5 5 1 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 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 -0.40 percent over the past year, 5.79 percent over the past three years, and 10.88 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||5.8%|
|5 Years (Annualized)||10.9%|
|10 Years (Annualized)||N/A|
The investment seeks total investment return consisting of a combination of interest income, capital appreciation, and currency gains. Under normal market conditions, the fund invests primarily in fixed and floating rate debt securities and debt obligations (including convertible bonds) of governments, government-related or corporate issuers worldwide (collectively, "bonds"). Bonds include debt securities of any maturity, such as bonds, notes, bills and debentures. It regularly uses various currency related transactions involving derivative instruments. The fund may buy bonds rated in any category, including securities in default. It is non-diversified.
Fees are High compared to funds in the same category.
Templeton Global Total Return Fund has an expense ratio of 1.00 percent.
Risk is High compared to funds in the same category according to Morningstar.