The so-called success rate for the trailing 10 years was highest among actively managed intermediate term bond
funds, at 39%.
Expanding the ranges to the top and bottom 5% of managers increases the dispersion to roughly 7% per year (over the same five-year period) for traditional large-cap growth and intermediate term bond
The paper further explores the role stable value products will serve in the retirement market of the future and examines the benefits of the asset class to its primary alternatives; money market funds and investment grade intermediate term bond
62%, outperforming its benchmark by 38 basis points and generating excess returns of 30 basis points above the Morningstar Intermediate Term Bond
Average," the firm added.
ATLANTA -- EARNEST Partners' Fixed Income Trust (EPFTX) ranks in the top 5% of Intermediate Term Bond
Funds, according to U.
As of 11/30/06, the TCW Total Return Bond Fund (I share) was rated against the following numbers of US-domiciled Intermediate Term Bond
funds over the following time periods: 949 funds in the last three years, 749 funds in the last five years and 363 funds in the last ten years.
Existing YieldQuest funds include the YieldQuest Core Equity Fund (YQCEX); the YieldQuest Total Return Bond Fund (YQTRX), which was ranked in the top decile among 1074 funds in the intermediate term bond
category for calendar year 2006 by Morningstar, based on total return, and; the YieldQuest Tax-Exempt Bond Fund (YQTEX), also ranked in the top decile among 260 funds in the muni national intermediate bond category in 12-month total return for calendar year 2006 by Morningstar.
As of 12/31/06, the TCW Core Fixed Income Fund (N share) was rated against the following numbers of US-domiciled Intermediate Term Bond
funds over the following time periods: 951 funds in the last three years, 759 funds in the last five years and 364 funds in the last ten years.
Among the 12 funds included in the allocations are: MainStay Large Cap Growth Fund, MainStay All Cap Growth Fund, MainStay Common Stock Fund, MainStay Map Fund, MainStay Small Cap Opportunity Fund, MainStay Small Cap Value Fund, MainStay Value Fund, MainStay International Equity Fund, MainStay Floating Rate Fund, MainStay High Yield Corporate Bond Fund, MainStay Intermediate Term Bond
Fund and MainStay Indexed Bond Fund.
Eight First American funds were designated as "Lipper Leaders for Preservation" -- Strategy Growth Allocation (A), Strategy Income Allocation (A), Equity Income (A,B,Y), Real Estate (A,B,Y), Intermediate Term Bond
(A,Y), Short Term Bond (A,Y), Relative Value (Y) and U.
In addition to the firm's flagship fund, the Domini Social Equity Fund, Domini also offers the Domini Social Bond Fund(SM) (Ticker: DSBFX), an intermediate term bond
fund and an FDIC-insured community development money market account through its partnership with South Shore Bank, the oldest and largest community development bank in the country.
The fund is an intermediate term bond
fund that will invest primarily in a mix of investment grade government, corporate, mortgage-backed and asset-backed securities.