Zacks #1 Ranked Government Bond Mutual Funds - Best of Funds
05 October 2012 - 10:19PM
Zacks
For investors looking at parking their funds with bonds, U.S.
government securities are probably the safest possible investments
in the category. Default risk is almost non-existent in this case,
thought the trade-off is that the yields on such instruments are
consequentially lower, a price for the quality of the investments.
Moreover, interest payments on many treasury securities are exempt
from local and state taxes. Consequentially, mutual funds holding
government securities are the safest bond funds and a natural
choice for the risk averse.
Below we will share with you 5 top rated government bond mutual
funds. Each has earned a Zacks #1 Rank (Strong Buy) as we expect
these mutual funds to outperform their peers in the future.
To view the Zacks Rank and past performance of all government bond
funds, investors can click here to see the complete list of
funds.
Wasatch-Hoisington US Treasury (WHOSX) seeks return
higher than the inflation rate over a business cycle. The fund
invests at least 90% of its assets in U.S Treasury securities and
repurchase agreements backed by such instruments. The fund also
purchases long term U.S. Treasury Bonds. The government bond mutual
fund returned 26.2% over the last one year period.
The government bond mutual fund has a minimum initial investment
of $2,000 and an expense ratio of 0.75% compared to a category
average of 0.83%.
Vanguard Long-Term Treasury Investor (VUSTX) utilizes a
large share of its assets to purchase securities issued by the U.S.
Treasury, including bills, bond and notes. The fund aims at
maintaining a weighted average maturity period of 15 to 30 years.
The government bond mutual fund returned 19.41% over the last one
year period.
The Fund Manager is David R. Glocke and he has managed this
government bond fund since 2001.
ProFunds US Government Plus (GVPSX) seeks daily returns
which are 1.25 times the daily price movement of the most recently
issued Long Bond. The fund purchases domestic government bonds and
derivatives that provide such daily returns. The government bond
mutual fund returned 27.9% over the last one year period.
As of April 2012, this government bond mutual fund held 7
issues, with 21.26% of its total assets invested in US Treasury
Bond 3.125%.
T. Rowe Price US Treasury Long-Term (PRULX) invests at
least 85% of its assets in U.S Treasury securities. The fund
targets the longer end of the yield curve with the portfolio
weighted average maturity period forecasted in the range of 15 to
20 years. The government bond mutual fund returned 18.92% over the
last one year period.
The government bond mutual fund has a minimum initial investment
of $2,500 and an expense ratio of 0.55% compared to a category
average of 0.83%.
Rydex Government Long Bond 1.2x Strategy (RYGBX) seeks
returns which are 1.2x the returns of the long dated U.S Treasury
Bonds. The fund invests in a variety of derivative instruments and
U.S Government securities to match its investment objective. The
government bond mutual fund returned 29.72% over the last one year
period.
The Fund Manager is Ryan A. Harder and he has managed this
government bond fund since 2008.
To view the Zacks Rank and past performance of all government
bond mutual funds, investors can click here to see the complete
list of funds.
About Zacks Mutual Fund Rank
By applying the Zacks Rank to mutual funds, investors can find
funds that not only outpaced the market in the past but are also
expected to outperform going forward. Learn more about the Zacks
Mutual Fund Rank at http://www.zacks.com/funds.
View All Zacks #1 Ranked Mutual Funds
(GVPSX): ETF Research Reports
(PRULX): ETF Research Reports
(RYGBX): ETF Research Reports
(VUSTX): ETF Research Reports
(WHOSX): ETF Research Reports
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