Long-Term Winners
Solid Small-Growth Funds
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Conservative Bond Funds
Little Funds with Big Returns
Screen Instructions
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  Conservative Bond Funds
Most investors prefer to take their risks with stocks, while they like their bond investments to be dependable and surprise-free. We threw out funds with big stakes in junk bonds or heavy exposure to interest rates. Then, we added in a screen for moderate costs and strong risk-adjusted performance.




Search Criteria for Conservative Bond Funds:
Fund Group equal to Fixed-Income
Manager Tenure greater than or equal to 3 years
Minimum Initial Purchase less than or equal to $10,000
No-load funds only
Expense Ratio less than or equal to 1.00%
Morningstar Rating equal to 4 or 5
Morningstar Risk better than or equal to Average
Average Credit Quality equal to A or higher
Duration less than or equal to 5 years