Best- and worst-performing international-fixed-income funds

By category, ranked by one-year total returns

Dec 22, 2013 @ 12:01 am

INTERNATIONAL INCOME
Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Templeton Global Bond Fund A (TPINX)$69,954.12.9%5.1%9.5%0.9%
Pimco Foreign Bond Fund (U.S. Dollar-Hedged) Institutional (PFORX)$6,126.21.1%6.4%10.2%0.5%
Templeton International Bond Fund Advisor (FIBZX)$457.20.5%4.2%8.9%0.8%
SEI International Fixed Income Fund A (SEFIX)$469.90.1%3.5%5.7%1.2%
Legg Mason BW International Opportunities Bond IS (LMOTX)$129.2-1.7%5.1%N/A0.7%
DFA World ex US Government Fixed Income Port Institutional (DWFIX)$247.2-1.7%N/AN/A0.2%
First Investors International Opptys Bond A (FIOBX)$100.3-2.5%N/AN/A1.3%
T. Rowe Price Institutional International Bond Fund (RPIIX)$230.9-3.3%2.8%5.5%0.6%
Dreyfus International Bond Fund I (DIBRX)$1,504.6-3.5%3.5%8.1%0.8%
T. Rowe Price International Bond Fund (RPIBX)$4,991.2-3.5%2.5%5.1%0.8%
Bottom 5
PACE International Fixed Income Investments P (PCGLX)$558.1-6.2%1.4%4.8%1.0%
PIMCO Foreign Bond Fund (Unhedged) Institutional (PFUIX)$2,687.3-6.3%4.0%10.3%0.5%
Federated Prudent DollarBear Fund A (PSAFX)$135.0-6.6%-1.5%1.8%1.3%
Aberdeen Asia Bond Fund Institutional (CSABX)$234.7-6.7%1.9%8.7%0.7%
Laudus Mondrian International Fixed Income Fund (LIFNX)$656.7-8.5%0.1%3.4%0.7%
Classification total/average$121,048.7-3.6%2.8%6.1%1.1%
Barclays Global Aggregate ex U.S. Total Return-3.20%2.8%4.9%

EMERGING MARKETS LOCAL CURRENCY DEBT
All Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Dreyfus Emerging Markets Debt Local Currency Fund I (DDBIX)$2,616.3-4.7%2.9%9.1%0.9%
Hartford Emerging Markets Local Debt Fund A (HLDAX)$216.7-5.1%N/AN/A1.3%
TCW Emerging Markets Local Currency Income Fund I (TGWIX)$321.3-6.0%N/AN/A1.0%
BlackRock Emerg Market Local Debt Port Institutional (BEDIX)$103.5-6.6%4.9%11.5%1.0%
Goldman Sachs Local Emerging Markets Debt Fund Institutional (GIMDX)$2,445.2-7.7%2.4%9.8%0.9%
Eaton Vance Emerging Markets Local Income Fund A (EEIAX)$479.9-8.1%1.2%8.7%1.4%
Pimco Emerging Local Bond Fund Institutional (PELBX)$12,253.7-8.6%1.8%10.7%0.9%
JPMorgan Emerging Mkts Loc Cur Debt Fund A (JECAX)$145.0-8.7%N/AN/A1.3%
Payden Emerging Markets Local Bond Fund Investor (PYELX)$234.9-10.0%N/AN/A1.0%
Stone Harbor Local Markets Fund Institutional (SHLMX)$2,407.9-10.3%0.4%0.9%
Classification total/average$21,910.0-7.5%1.7%9.6%1.3%
JP Morgan EMBI Global-6.9%5.7%12.7%

EMERGING MARKETS HARD CURRENCY DEBT
Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Franklin Templeton Emerg Markets Debt Oppty Fund (FEMDX)$592.41.4%6.2%15.9%1.0%
Forward EM Corporate Debt Fund Investor (FFXRX)$347.41.2%4.3%8.5%1.6%
Ashmore Emerging Markets Corporate Debt Fund Institutional (EMCIX)$195.20.7%5.8%N/A1.2%
T. Rowe Price Emerging Markets Corporate Bond Inv (TRECX)$107.6-1.3%N/AN/A1.2%
Pimco Emerging Markets Corporate Bond Fund Institutional (PEMIX)$1,317.2-1.6%5.0%N/A1.2%
HSBC Total Return Fund I (HTRIX)$669.5-1.9%N/AN/A1.2%
DoubleLine Emerging Markets Fixed Income Fund I (DBLEX)$373.6-2.6%5.0%N/A0.9%
Van Eck Unconstrained Emerging Mkts Bd Fund A (EMBAX)$158.4-3.8%N/AN/A1.3%
TCW Emerging Markets Income Fund I (TGEIX)$5,448.1-3.8%6.1%17.2%0.8%
Fidelity Series Emerging Markets Debt Fund (FEDCX)$1,145.8-4.4%N/AN/A0.9%
Bottom 5
T. Rowe Price International Emerg Markets Bond Fund (PREMX)$3,855.2-7.3%4.5%13.2%0.9%
Western Asset Emerging Markets Debt Fund I (SEMDX)$231.9-7.9%3.8%13.9%0.9%
Federated Emerging Market Debt Fund A (IHIAX)$161.8-7.9%4.9%15.5%1.2%
SEI Emerging Markets Debt Fund A (SITEX)$1,163.8-8.2%3.7%13.9%1.8%
Stone Harbor Emerging Markets Debt Fund Institutional (SHMDX)$1,903.5-8.7%3.9%14.5%0.7%
Classification total/average$47,649.8-5.7%4.6%13.8%1.3%
JP Morgan EMBI Global -6.9%5.7%12.7%

Assets and expense ratio as of Nov. 13; returns as of Dec. 9. Distinct classes and funds with $100 million portfolio minimum only. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three-year and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than the year indicated). *Net prospectus Source: Lipper

Featured video

Events

What's the first thing advisers should do when they get home from a conference?

After attending a financial services conference, advisers can be overwhelmed by options, choices and tools. What's the first thing they should do when they get back to their office?

Latest news & opinion

Maryland jumps into fiduciary fray with legislation requiring brokers to act in best interests of clients

Legislation requires brokers to act in the best interests of clients.

8 apps advisers love for getting stuff done

Smartphone apps that advisers are using in 2018 to run their business more efficiently.

Galvin's DOL fiduciary rule enforcement triggers industry plea for court decision

Plaintiffs warned the Fifth Circuit that Massachusetts' move against Scottrade signaled that the partially implemented regulation can raise costs for financial firms.

Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later.

Is Fidelity competing with retirement plan advisers?

As the Boston-based mutual fund giant expands the products and services it brings to the retirement market, some financial advisers say the firm is encroaching on their turf.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print