Intermediate Government
Category |
Growth of 10k
05-18-13
Barclays US Agg Bond TR USD
Intermediate Government
| Top Decile Average Return | 4.51 | 4.16 | 2.99 | 3.89 | 7.83 | 11.74 | 16.75 | 10.26 | 10.37 | 6.62 | |
| Bottom Decile Average Return | 1.21 | 1.74 | 1.16 | 2.27 | 3.45 | -4.18 | -3.23 | 2.40 | 4.44 | 1.17 | |
| Total Return % | 1.90 | 3.01 | 1.91 | 3.47 | 6.09 | 4.76 | 4.74 | 5.66 | 6.70 | 2.80 | |
| +/-Barclays US Agg Bond TR USD | -2.20 | -1.33 | -0.52 | -0.86 | -0.88 | -0.48 | -1.19 | -0.88 | -1.14 | -1.41 | |
| +/-Barclays US Government TR USD | -0.46 | -0.47 | -0.74 | -0.01 | -2.57 | -7.63 | 6.94 | 0.14 | -2.32 | 0.78 | |
| Expense Ratio % | 1.04 | 1.04 | 1.02 | 1.01 | 1.00 | 0.97 | 0.97 | 0.97 | 0.96 | 0.96 | |
| Income Ratio % | 3.49 | 3.18 | 3.50 | 3.92 | 4.19 | 4.14 | 3.61 | 3.13 | 2.66 | 2.05 | |
| Turnover Ratio % | 273 | 251 | 246 | 233 | 211 | 288 | 303 | 289 | 310 | 345 | |
| Net Assets $bil | 0.42 | 0.38 | 0.36 | 0.36 | 0.36 | 0.41 | 0.42 | 0.41 | 0.43 | 0.44 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| Western Asset Mortgag | 7.43 | |
| Western Asset Mortgag | 7.38 | |
| Columbia US Govt Mort | 7.22 | |
| Putnam American Gover | 7.18 | |
| Columbia US Govt Mort | 7.17 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| Equity Residential | 0.00 | |
| Public Storage | 0.00 | |
| Essex Property Trust | 0.00 | |
| Duke Realty Corp | 0.00 | |
| Equity Lifestyle Prop | 0.00 | |