Best- and worst-performing fixed-income mutual funds

By category, ranked by one year total returns

Jun 15, 2014 @ 2:04 pm

Core Bond Funds

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Voya Investment Grade Credit Fund SMA (ISCFX)$100.07.74%5.78%7.37%0.00%
Putnam Income Fund A (PINCX)$1,378.75.86%5.69%10.33%0.87%
Guggenheim Investment Grade Bond Fund A (SIUSX)$115.25.81%6.06%6.74%1.04%
Dodge & Cox Income Fund (DODIX)$25,708.84.06%4.45%6.58%0.43%
TIAA-CREF Social Choice Bond Fund Institutional (TSBIX)$111.63.88%N/AN/A0.40%
BlackRock Total Return Fund (MPHQX)$2,936.33.82%5.49%7.86%0.61%
MassMutual Select Strategic Bond Fund R5 (MBSSX)$175.53.70%4.75%7.79%0.58%
Oppenheimer Core Bond Fund A (OPIGX)$1,105.13.65%5.54%8.88%0.91%
Federated Intermediate Corporate Bond Fund Institutional (FIIFX)$250.33.65%4.41%6.90%0.57%
Western Asset Core Bond Fund I (WATFX)$2,843.53.63%4.13%9.02%0.49%
Bottom 5
Target Intermediate-Term Bond Portfolio T (TAIBX)$126.8-0.47%2.94%4.90%0.81%
New Covenant Income Fund (NCICX)$303.60.24%0.94%3.86%0.95%
Capital Group Core Bond Fund (CCBPX)$306.50.94%2.22%N/A0.40%
CNR Intermediate Fixed Income Fund N (RIMCX)$224.91.02%3.16%5.14%1.06%
Steward Select Bond Fund Institutional (SEACX)$145.81.10%1.84%3.34%0.67%
Classification total/average$495,792.62.22%3.55%5.93%0.85%
Barclays U.S. Aggregate Bond Total Return2.08%3.29%4.84%

High Yield

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Third Avenue Focused Credit Fund Institutional (TFCIX)$3,054.115.39%10.95%N/A0.91%
Loomis Sayles Institutional High Income Fund Institutional (LSHIX)$709.612.23%10.16%15.71%0.68%
Fidelity Capital & Income Fund (FAGIX)$10,346.710.72%7.88%15.54%0.73%
Federated High Yield Trust Services (FHYTX)$681.910.53%10.53%15.62%1.01%
MassMutual Premier High Yield Fund Service (DLHYX)$260.110.32%10.96%14.09%0.75%
Guggenheim High Yield Fund A (SIHAX)$136.29.88%7.53%12.91%1.18%
BlackRock High Yield Bond Portfolio Institutional (BHYIX)$14,210.59.85%9.40%15.55%0.64%
Waddell & Reed Advisors High Income Fund A (UNHIX)$2,349.49.38%10.76%14.00%1.04%
Delaware High-Yield Bond Portfolio (DPHYX)$138.89.35%9.41%14.68%0.57%
Nuveen High Income Bond Fund I (FJSYX)$956.79.10%9.12%14.54%0.73%
Bottom 5
Wells Fargo Advantage Short-Term Hi Yield Bond Fund Inv (STHBX)$1,738.33.48%3.99%5.64%0.86%
RiverPark Short-Term High Yield Fund Institutional (RPHIX)$890.63.88%3.85%N/A0.91%
Intrepid Income Fund Institutional (ICMUX)$106.94.08%4.52%N/A0.90%
First Trust Short Duration High Income A (FDHAX)$150.14.34%N/AN/A1.25%
JPMorgan Short Duration High Yield Fund Select (JSDSX)$253.44.65%N/AN/A0.66%
Classification total/average$283,512.07.29%7.71%12.69%1.14%
Barclays U.S. High Yield 2% Issuer Cap Total Return8.30%8.89%13.95%

Multisector Income

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Eaton Vance Bond Fund I (EVBIX)$636.711.57%N/AN/A0.70%
Leader Total Return Fund Investor (LCTRX)$168.58.90%7.56%N/A1.87%
Loomis Sayles Fixed Income Fund Institutional (LSFIX)$1,373.77.93%8.24%12.53%0.57%
Lord Abbett Bond-Debenture Fund A (LBNDX)$9,101.87.91%7.75%11.99%0.96%
Thornburg Strategic Income Fund Institutional (TSIIX)$1,041.57.35%7.45%11.87%0.94%
JNL/PPM America Strategic Income Fund A$108.77.13%N/AN/A0.82%
Putnam Diversified Income Trust A (PDINX)$6,110.56.40%4.93%11.84%0.99%
Nuveen Strategic Income Fund I (FCBYX)$715.06.15%6.88%10.37%0.60%
Hartford Strategic Income Fund A (HSNAX)$530.36.08%5.78%9.29%0.95%
PIMCO Income Fund;Institutional (PIMIX)$34,114.55.94%10.53%14.74%0.45%
Bottom 5
Free Market Fixed Income Fund (FMFIX)$1,655.4-0.03%0.92%1.69%0.81%
GuidePath Fixed Income Allocation Fund Services (GPIFX)$213.20.76%N/AN/A1.49%
GuideMark Opportunistic Fixed Income Fund Services (GMIFX)$209.50.79%3.54%N/A1.57%
Payden/Kravitz Cash Balance Plan Fund Adviser (PKCBX)$163.60.95%1.70%2.21%1.50%
Eaton Vance Short Duration Strategic Income Fund B (EVSGX)$1,950.71.14%2.75%5.77%1.91%
Classification total/average$156,132.84.39%5.21%9.02%1.16%
Barclays U.S. Aggregate Bond Total Return2.08%3.29%4.84%

General and Insured Municipal Debt

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Wells Fargo Advantage CoreBuilder Shares - M (WFCMX)$145.14.78%8.76%9.95%0.00%
Clearwater Tax-Exempt Bond Fund (QWVQX)$483.64.68%7.72%7.69%0.71%
Wells Fargo Advantage Municipal Bond Fund Investor (SXFIX)$2,899.14.05%6.92%7.80%0.78%
Sit Tax-Free Income Fund (SNTIX)$151.93.73%6.99%7.13%0.90%
Vanguard Long-Term Tax-Exempt Fund Investor (VWLTX)$8,030.33.59%6.05%5.94%0.20%
Fidelity Tax-Free Bond Fund (FTABX)$2,354.33.41%6.04%6.03%0.47%
Northern Tax-Exempt Fund (NOTEX)$754.23.39%5.69%5.58%0.47%
BNY Mellon Municipal Opportunities Fund M (MOTMX)$940.33.25%7.02%7.66%0.71%
Vanguard High-Yield Tax-Exempt Fund Investor (VWAHX)$7,358.03.24%6.64%6.91%0.20%
Fidelity Municipal Income Fund (FHIGX)$5,485.43.17%5.78%5.98%0.46%
Bottom 5
Lord Abbett AMT Free Municipal Bond Fund A (LATAX)$129.2-0.20%6.52%N/A0.60%
Manning & Napier Diversified Tax Exempt Series (EXDVX)$351.50.07%2.01%3.28%0.58%
Ivy Municipal Bond Fund C (WMBCX)$138.20.37%4.07%4.87%1.76%
JPMorgan Tax Aware Income Opportunities Fund A (JTAAX)$445.30.48%1.64%N/A0.75%
Eaton Vance National Municipal Income Fund B (EVHMX)$3,307.60.73%6.74%6.55%1.52%
Classification total/average$110,722.52.05%5.73%6.02%0.99%
Barclays Municipal Bond Total Return2.79%5.25%5.61%

Inflation Protected

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Franklin Real Return Fund A (FRRAX)$348.93.03%1.31%3.64%0.92%
Allianz Fixed Income Shares Series R (FXIRX)$248.21.17%6.81%10.08%0.05%
JPMorgan Inflation Managed Bond Fund Select (JRBSX)$1,559.80.75%1.84%N/A0.61%
Lord Abbett Inflation Focused Fund A (LIFAX)$942.80.59%1.87%N/A0.75%
SEI Real Return Fund A (RRPAX)$222.70.55%0.85%2.90%0.28%
SEI Institutional Managed Real Return Fund A (SRAAX)$288.60.22%0.49%N/A0.84%
American Century Short Duration Inflation Protected Bond Inv (APOIX)$1,235.5-0.01%1.90%4.50%0.57%
AllianceBernstein Bond Inflation Strategy 1 (ABNOX)$419.3-0.06%2.23%N/A0.65%
Columbia Inflation Protected Securities Fund A (APSAX)$277.5-0.26%3.41%4.96%0.85%
Nuveen Inflation Protected Securities Fund I (FYIPX)$333.1-0.31%3.38%5.79%0.56%
Bottom 5
Delaware Inflation Protected Bond Fund Institutional (DIPIX)$112.1-4.78%-0.37%3.38%0.59%
Hartford Inflation Plus Fund A (HIPAX)$1,176.3-2.58%2.26%4.63%0.85%
Pimco Real Return Asset Fund Institutional (PRAIX)$392.7-2.01%5.91%9.39%0.55%
American Century Inflation Adjusted Bond Fund Inv (ACITX)$3,192.0-1.70%2.70%4.93%0.47%
MFS Inflation-Adjusted Bond Fund I (MIAIX)$1,054.9-1.62%2.49%4.67%0.65%
Classification total/average$78,139.7-0.95%2.30%4.81%0.82%
Barclays U.S. TIPS Total Return-0.93%3.19%5.35%

Loan Participation

Top 10Portfolio net assets ($M)1-year return3-year return5-year returnExpense ratio*
Highland Floating Rate Opportunities Fund A (HFRAX)$1,069.911.21%9.96%12.99%1.30%
Natixis Loomis Sayles Senior Float Rate and Fixd Income Y (LSFYX)$1,517.65.84%N/AN/A0.85%
Nuveen Symphony Floating Rate Income Fund A (NFRAX)$1,019.85.70%6.97%N/A1.07%
Hartford Floating Rate High Income Fund A (HFHAX)$526.85.51%N/AN/A1.07%
Fidelity Series Floating Rate High Income Fund (FFHCX)$1,485.35.50%N/AN/A0.72%
BlackRock Secured Credit Portfolio Investor A (BMSAX)$196.75.17%6.04%N/A0.97%
Guggenheim Floating Rate Strategies Fund Institutional (GIFIX)$1,323.34.77%N/AN/A0.81%
Oppenheimer Senior Floating Rate Fund A (OOSAX)$20,643.04.70%5.06%10.41%1.17%
RS Floating Rate Fund Y (RSFYX)$2,755.04.55%5.23%N/A0.79%
JPMorgan Floating Rate Income Fund Select (JPHSX)$4,563.14.53%4.89%N/A0.78%
Bottom 5
Pacific Life Floating Rate Loan Fund P $123.62.90%4.48%7.00%0.80%
Eaton Vance Floating-Rate & High Income Fund C (ECFHX)$2,570.12.90%4.04%8.17%1.82%
Neuberger Berman Floating Rate Income Fund A (NFIAX)$604.32.93%4.42%N/A1.09%
DoubleLine Floating Rate Fund I (DBFRX)$369.53.06%N/AN/A0.92%
Eaton Vance Floating-Rate Fund Institutional (EIBLX)$15,264.83.14%4.48%8.34%0.74%
Classification total/average$144,127.73.95%4.76%8.21%1.16%
S&P/LSTA Leveraged Loan Total Return4.43%5.15%9.24%

Assets as of April 30, returns as of June 3. 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 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

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