Bonds: Top corporate funds of the past 3 years
June 6, 2016 3:44 PM
Bonds: Top corporate funds of the past 3 years
Despite the sentiment that fixed-income yields are low in the U.S., investor money is pouring in. Those yields are still better than other fixed-income markets across the world, which, in some cases have gone negative. So, unsurprisingly, many foreign investors are looking for yield outside their home markets and U.S. fixed income, across the board, is reaping the benefits.
We've ranked the following bond funds by three-year return figures. However, given the recent surge of foreign money, the one-year numbers are generally even higher. As usual, we also show the expense ratios for each fund. Since ETFs are part of our mix, expenses range from a few basis points (actually, one of them is zero) to about 1%.
Click through to see all the funds. All data are from Morningstar.
We've ranked the following bond funds by three-year return figures. However, given the recent surge of foreign money, the one-year numbers are generally even higher. As usual, we also show the expense ratios for each fund. Since ETFs are part of our mix, expenses range from a few basis points (actually, one of them is zero) to about 1%.
Click through to see all the funds. All data are from Morningstar.
20. PIA BBB Bond
Ticker: PBBBX
1-Yr. Return: 2.06%
3-Yr. Return: 2.44%
Expense Ratio: 0.15%
Fund assets (millions): $215
1-Yr. Return: 2.06%
3-Yr. Return: 2.44%
Expense Ratio: 0.15%
Fund assets (millions): $215
19. BMO TCH Corporate Income
Ticker: MCIIX
1-Yr. Return: 1.52%
3-Yr. Return: 2.51%
Expense Ratio: 0.45%
Fund assets (millions): $200
1-Yr. Return: 1.52%
3-Yr. Return: 2.51%
Expense Ratio: 0.45%
Fund assets (millions): $200
18. Oppenheimer Corporate Bond
Ticker: OFIAX
1-Yr. Return: 1.99%
3-Yr. Return: 2.58%
Expense Ratio: 1.00%
Fund assets (millions): $178
1-Yr. Return: 1.99%
3-Yr. Return: 2.58%
Expense Ratio: 1.00%
Fund assets (millions): $178
17. Thrivent Income
Ticker: LUBIX
1-Yr. Return: 2.40%
3-Yr. Return: 2.61%
Expense Ratio: 0.77%
Fund assets (millions): $775
1-Yr. Return: 2.40%
3-Yr. Return: 2.61%
Expense Ratio: 0.77%
Fund assets (millions): $775
16. Calamos Total Return Bond
Ticker: CTRAX
1-Yr. Return: 2.88%
3-Yr. Return: 2.63%
Expense Ratio: 0.90%
Fund assets (millions): $101
1-Yr. Return: 2.88%
3-Yr. Return: 2.63%
Expense Ratio: 0.90%
Fund assets (millions): $101
15. MFS Corporate Bond
Ticker: MFBFX
1-Yr. Return: 3.25%
3-Yr. Return: 2.70%
Expense Ratio: 0.82%
Fund assets (millions): $3,110
1-Yr. Return: 3.25%
3-Yr. Return: 2.70%
Expense Ratio: 0.82%
Fund assets (millions): $3,110
14. JPMorgan Corporate Bond
Ticker: CBRAX
1-Yr. Return: 3.78%
3-Yr. Return: 2.91%
Expense Ratio: 0.74%
Fund assets (millions): $1,993
1-Yr. Return: 3.78%
3-Yr. Return: 2.91%
Expense Ratio: 0.74%
Fund assets (millions): $1,993
13. PIMCO Investment Grade Corp Bd Instl
Ticker: PIGIX
1-Yr. Return: 3.24%
3-Yr. Return: 2.96%
Expense Ratio: 0.50%
Fund assets (millions): $8,002
1-Yr. Return: 3.24%
3-Yr. Return: 2.96%
Expense Ratio: 0.50%
Fund assets (millions): $8,002
12. Vanguard Interm-Term Invmt-Grade Inv
Ticker: VFICX
1-Yr. Return: 4.25%
3-Yr. Return: 3.01%
Expense Ratio: 0.20%
Fund assets (millions): $25,381
1-Yr. Return: 4.25%
3-Yr. Return: 3.01%
Expense Ratio: 0.20%
Fund assets (millions): $25,381
11. T. Rowe Price Corporate Income
Ticker: PRPIX
1-Yr. Return: 3.23%
3-Yr. Return: 3.06%
Expense Ratio: 0.62%
Fund assets (millions): $816
1-Yr. Return: 3.23%
3-Yr. Return: 3.06%
Expense Ratio: 0.62%
Fund assets (millions): $816
10. DFA Intermediate-Term Extnd Qlty
Ticker: DFTEX
1-Yr. Return: 4.93%
3-Yr. Return: 3.18%
Expense Ratio: 0.22%
Fund assets (millions): $1,221
1-Yr. Return: 4.93%
3-Yr. Return: 3.18%
Expense Ratio: 0.22%
Fund assets (millions): $1,221
9. Invesco Corporate Bond
Ticker: ACCBX
1-Yr. Return: 2.76%
3-Yr. Return: 3.28%
Expense Ratio: 0.90%
Fund assets (millions): $1,087
1-Yr. Return: 2.76%
3-Yr. Return: 3.28%
Expense Ratio: 0.90%
Fund assets (millions): $1,087
8. Vanguard Interm-Tm Corp Bd Idx
Ticker: VICBX
1-Yr. Return: 4.40%
3-Yr. Return: 3.38%
Expense Ratio: 0.07%
Fund assets (millions): $9,053
1-Yr. Return: 4.40%
3-Yr. Return: 3.38%
Expense Ratio: 0.07%
Fund assets (millions): $9,053
7. BlackRock Allocation Target Shrs
Ticker: BRACX
1-Yr. Return: 3.28%
3-Yr. Return: 3.39%
Expense Ratio: N/A
Fund assets (millions): $363
1-Yr. Return: 3.28%
3-Yr. Return: 3.39%
Expense Ratio: N/A
Fund assets (millions): $363
6. Western Asset Corporate Bond
Ticker: SIGAX
1-Yr. Return: 2.64%
3-Yr. Return: 3.60%
Expense Ratio: 1.02%
Fund assets (millions): $361
1-Yr. Return: 2.64%
3-Yr. Return: 3.60%
Expense Ratio: 1.02%
Fund assets (millions): $361
5. Delaware Extended Duration Bond
Ticker: DEEAX
1-Yr. Return: 4.04%
3-Yr. Return: 3.66%
Expense Ratio: 0.98%
Fund assets (millions): $620
1-Yr. Return: 4.04%
3-Yr. Return: 3.66%
Expense Ratio: 0.98%
Fund assets (millions): $620
4. Payden Corporate Bond
Ticker: PYACX
1-Yr. Return: 4.69%
3-Yr. Return: 3.98%
Expense Ratio: 0.65%
Fund assets (millions): $116
1-Yr. Return: 4.69%
3-Yr. Return: 3.98%
Expense Ratio: 0.65%
Fund assets (millions): $116
3. Vanguard Long-Term Corp Bond Idx
Ticker: VLCIX
1-Yr. Return: 7.38%
3-Yr. Return: 4.72%
Expense Ratio: 0.07%
Fund assets (millions): $1,621
1-Yr. Return: 7.38%
3-Yr. Return: 4.72%
Expense Ratio: 0.07%
Fund assets (millions): $1,621
2. SEI Long Duration Credit
Ticker: SLDAX
1-Yr. Return: 8.79%
3-Yr. Return: 5.29%
Expense Ratio: 0.15%
Fund assets (millions): $3,271
1-Yr. Return: 8.79%
3-Yr. Return: 5.29%
Expense Ratio: 0.15%
Fund assets (millions): $3,271
1. Vanguard Long-Term Investment-Grade Inv
Ticker: VWESX
1-Yr. Return: 9.79%
3-Yr. Return: 5.61%
Expense Ratio: 0.21%
Fund assets (millions): $14,894
1-Yr. Return: 9.79%
3-Yr. Return: 5.61%
Expense Ratio: 0.21%
Fund assets (millions): $14,894
