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Fund Intelligence | Best Managers | WFBIX Insights | WFBIX Score | WFBIX Performance | WFBIX Manager | WFBIX News | WFBIX Allocation | WFBIX Holdings Change

Mutual Fund Insights: Barclays Global Investors Bond Index Fund (WFBIX)

In-depth Analysis of Barclays Global Investors Bond Index Fund (WFBIX)

Mutual fund chart: Barclays Global Investors Bond Index Fund (WFBIX)

3 months
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See Barclays Global Investors Bond Index Fund (WFBIX) performance details as of January 31, 2010

  

    Last Trade: $10.04 on 3/12/2010, Change: 0.00 (0%)

  

Fund Manager - Lee Sterne

Fund Manager Tenure: 13.5 years
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Sterne has been employed by BGFA and BGI as a senior portfolio manager since 2004 and was a portfolio manager with BGFA and BGI from 2001 to 2004. Prior to becoming a portfolio manager, he was employed by BGFA and BGI as a fixed-income trader from 1996 to 2001.  Get more insights on Lee Sterne

  

What we like about Barclays Global Investors Bond Index Fund (WFBIX) What we like about Barclays Global Investors Bond Index Fund (WFBIX)

Data for Barclays Global Investors Bond Index Fund (WFBIX) as of January 31, 2010

  • Barclays Global Investors Bond Index Fund (WFBIX) management has been with Barclays Global Investors Bond Index Fund for 13.5 years
  • Barclays Global Investors Bond Index Fund (WFBIX) has good mid-term performance (3-year return 6.70% vs 5.02% Intermediate-Term Bond category average)
  • Barclays Global Investors Bond Index Fund (WFBIX) has good Long-term performance (5-year return 5.25% vs 4.10% Intermediate-Term Bond category average)
  • Barclays Global Investors Bond Index Fund (WFBIX) ratio of up-years vs down years is greater than 2
  • Barclays Global Investors Bond Index Fund (WFBIX) has a Morningstar rating of 4 and above
  • Barclays Global Investors Bond Index Fund (WFBIX) has an annual stock turnover rate of 89.00% vs Intermediate-Term Bond average of 231.70%. It is good that Barclays Global Investors Bond Index management does not trade extensively for its return.
  • Barclays Global Investors Bond Index Fund (WFBIX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.28, lower than category average of 6.05
  • Barclays Global Investors Bond Index Fund (WFBIX) has a lower management fee than its Intermediate-Term Bond average: 0.24% vs 0.95%
  • Barclays Global Investors Bond Index Fund (WFBIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Barclays Global Investors Bond Index Fund (WFBIX) What we are cautious about Barclays Global Investors Bond Index Fund (WFBIX)

Data for Barclays Global Investors Bond Index Fund (WFBIX) as of January 31, 2010

  • Barclays Global Investors Bond Index Fund (WFBIX) has a less-than-ideal short-term performance (1-year return 7.83% vs 15.89% Intermediate-Term Bond category average)
  • Barclays Global Investors Bond Index Fund (WFBIX) is less safe compared to its Intermediate-Term Bond peers
See Barclays Global Investors Bond Index Fund (WFBIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Intermediate-Term Bond category?

Below are some additional Intermediate-Term Bond mutual funds generated out of our database

  

Barclays Global Investors Bond Index Fund (WFBIX) Net Asset

Track net asset change of Barclays Global Investors Bond Index fund (WFBIX)

DateNet Asset
01/2010$138.10M
11/2009$156.94M
10/2009$153.59M
More historic net asset information on Barclays Global Investors Bond Index Fund (WFBIX)

  

Barclays Global Investors Bond Index Fund (WFBIX) Portfolio Allocation

Track portfolio allocation change of Barclays Global Investors Bond Index fund (WFBIX)

DateCashStockBondOther
10/20096.38%0%93.05%0.58%
09/200910.6%0%88.82%0.58%
08/20098.91%0%91.09%0%
Click here to see more historic asset allocation information on Barclays Global Investors Bond Index Fund (WFBIX)

  

Most Recent Top 10 Holdings in Barclays Global Investors Bond Index Fund (WFBIX)

Discover what Barclays Global Investors Bond Index Fund (WFBIX) manager is buying

31-Oct-09
US TREASURY NOTE [3.02%]
FNMA 5% [2.84%]
FHLMC 4.5% [2.5%]
United States Treas Nts 3.375% [2.22%]
United States Treas Nts 1% [2.17%]
FHLMC [1.97%]
FHLMC 5.5% [1.94%]
United States Treas Nts [1.65%]
FNMA FRN [1.45%]
FNMA 5% [1.33%]

30-Sep-09
US TREASURY NOTE [3%]
FNMA 5% [2.85%]
Fhlmc Gold 30yr Oct 2009 Tba [2.48%]
US TREASURY NOTE [2.21%]
United States Treas Nts 1% [2.15%]
FHLMC 5.5% [1.94%]
FHLMC [1.94%]
UNITED STATES TREAS NTS [1.63%]
FNMA FRN [1.49%]
FNMA 4.625% [1.34%]

31-Aug-09
US TREASURY NOTE [3.26%]
FNMA 5% [3.11%]
FHLMC [2.68%]
US TREASURY NOTE [2.4%]
FHLMC 5.5% [2.13%]
United States Treas Nts [1.77%]
FNMA FRN [1.71%]
FNMA 5% [1.48%]
FNMA 4.625% [1.45%]
FNMA [1.31%]
Click here for Stock Holding Change Map in Barclays Global Investors Bond Index Fund (WFBIX)

  

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Latest News on Barclays Global Investors Bond Index (WFBIX)

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