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SITBX STAAR Short Term Bond

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Fund SITBX STAAR Short Term Bond
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Annual Fees
(1.47% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 2.04% annual return
Est. savings over 30 yrs
As of 10/31/16
1 YR RETURN 0.00%
3 YR -0.14%
5 YR 0.40%
10 YR 0.89%
The investment seeks to create income with an emphasis on safety of principal. The fund invests, under normal conditions, in a mix of U.S. government, Government Agency and Corporate debt instruments. At the time of purchase, positions must be rated BBB or higher ("investment grade"). In general, it is expected that the average maturity of the portfolio will be between six (6) months and three (3) years the majority of the time. At least 40% of its fund's total assets must be invested in securities issued, guaranteed or otherwise backed by the U.S. government or government agencies. The Dollar Weighted Average Maturity was 1.2 years.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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