3 / 5 Stars
4 4 1 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
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 -2.47 percent over the past year, 2.82 percent over the past three years, and 7.61 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.0%|
|3 Years (Annualized)||2.8%|
|5 Years (Annualized)||7.6%|
|10 Years (Annualized)||N/A|
The investment seeks current income with capital appreciation and growth of income. Under normal market conditions, the fund invests at least 80% of its net assets in "bonds." Bonds include debt securities of any maturity, such as bonds, notes, bills and debentures. It invests predominantly in bonds issued by governments and government agencies located outside the U.S. The fund regularly uses various currency related transactions involving derivative instruments. It may invest up to 35% of its total assets in bonds that are rated below investment grade. The fund is non-diversified.
Fees are High compared to funds in the same category.
Templeton International Bond Fund has an expense ratio of 1.39 percent.
Risk is High compared to funds in the same category according to Morningstar.