| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Voya Investment Grade Credit Fund SMA (ISCFX) | $100.0 | 7.74% | 5.78% | 7.37% | 0.00% |
| Putnam Income Fund A (PINCX) | $1,378.7 | 5.86% | 5.69% | 10.33% | 0.87% |
| Guggenheim Investment Grade Bond Fund A (SIUSX) | $115.2 | 5.81% | 6.06% | 6.74% | 1.04% |
| Dodge & Cox Income Fund (DODIX) | $25,708.8 | 4.06% | 4.45% | 6.58% | 0.43% |
| TIAA-CREF Social Choice Bond Fund Institutional (TSBIX) | $111.6 | 3.88% | N/A | N/A | 0.40% |
| BlackRock Total Return Fund (MPHQX) | $2,936.3 | 3.82% | 5.49% | 7.86% | 0.61% |
| MassMutual Select Strategic Bond Fund R5 (MBSSX) | $175.5 | 3.70% | 4.75% | 7.79% | 0.58% |
| Oppenheimer Core Bond Fund A (OPIGX) | $1,105.1 | 3.65% | 5.54% | 8.88% | 0.91% |
| Federated Intermediate Corporate Bond Fund Institutional (FIIFX) | $250.3 | 3.65% | 4.41% | 6.90% | 0.57% |
| Western Asset Core Bond Fund I (WATFX) | $2,843.5 | 3.63% | 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) | $303.6 | 0.24% | 0.94% | 3.86% | 0.95% |
| Capital Group Core Bond Fund (CCBPX) | $306.5 | 0.94% | 2.22% | N/A | 0.40% |
| CNR Intermediate Fixed Income Fund N (RIMCX) | $224.9 | 1.02% | 3.16% | 5.14% | 1.06% |
| Steward Select Bond Fund Institutional (SEACX) | $145.8 | 1.10% | 1.84% | 3.34% | 0.67% |
| Classification total/average | $495,792.6 | 2.22% | 3.55% | 5.93% | 0.85% |
| Barclays U.S. Aggregate Bond Total Return | 2.08% | 3.29% | 4.84% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Third Avenue Focused Credit Fund Institutional (TFCIX) | $3,054.1 | 15.39% | 10.95% | N/A | 0.91% |
| Loomis Sayles Institutional High Income Fund Institutional (LSHIX) | $709.6 | 12.23% | 10.16% | 15.71% | 0.68% |
| Fidelity Capital & Income Fund (FAGIX) | $10,346.7 | 10.72% | 7.88% | 15.54% | 0.73% |
| Federated High Yield Trust Services (FHYTX) | $681.9 | 10.53% | 10.53% | 15.62% | 1.01% |
| MassMutual Premier High Yield Fund Service (DLHYX) | $260.1 | 10.32% | 10.96% | 14.09% | 0.75% |
| Guggenheim High Yield Fund A (SIHAX) | $136.2 | 9.88% | 7.53% | 12.91% | 1.18% |
| BlackRock High Yield Bond Portfolio Institutional (BHYIX) | $14,210.5 | 9.85% | 9.40% | 15.55% | 0.64% |
| Waddell & Reed Advisors High Income Fund A (UNHIX) | $2,349.4 | 9.38% | 10.76% | 14.00% | 1.04% |
| Delaware High-Yield Bond Portfolio (DPHYX) | $138.8 | 9.35% | 9.41% | 14.68% | 0.57% |
| Nuveen High Income Bond Fund I (FJSYX) | $956.7 | 9.10% | 9.12% | 14.54% | 0.73% |
| Bottom 5 | |||||
| Wells Fargo Advantage Short-Term Hi Yield Bond Fund Inv (STHBX) | $1,738.3 | 3.48% | 3.99% | 5.64% | 0.86% |
| RiverPark Short-Term High Yield Fund Institutional (RPHIX) | $890.6 | 3.88% | 3.85% | N/A | 0.91% |
| Intrepid Income Fund Institutional (ICMUX) | $106.9 | 4.08% | 4.52% | N/A | 0.90% |
| First Trust Short Duration High Income A (FDHAX) | $150.1 | 4.34% | N/A | N/A | 1.25% |
| JPMorgan Short Duration High Yield Fund Select (JSDSX) | $253.4 | 4.65% | N/A | N/A | 0.66% |
| Classification total/average | $283,512.0 | 7.29% | 7.71% | 12.69% | 1.14% |
| Barclays U.S. High Yield 2% Issuer Cap Total Return | 8.30% | 8.89% | 13.95% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Eaton Vance Bond Fund I (EVBIX) | $636.7 | 11.57% | N/A | N/A | 0.70% |
| Leader Total Return Fund Investor (LCTRX) | $168.5 | 8.90% | 7.56% | N/A | 1.87% |
| Loomis Sayles Fixed Income Fund Institutional (LSFIX) | $1,373.7 | 7.93% | 8.24% | 12.53% | 0.57% |
| Lord Abbett Bond-Debenture Fund A (LBNDX) | $9,101.8 | 7.91% | 7.75% | 11.99% | 0.96% |
| Thornburg Strategic Income Fund Institutional (TSIIX) | $1,041.5 | 7.35% | 7.45% | 11.87% | 0.94% |
| JNL/PPM America Strategic Income Fund A | $108.7 | 7.13% | N/A | N/A | 0.82% |
| Putnam Diversified Income Trust A (PDINX) | $6,110.5 | 6.40% | 4.93% | 11.84% | 0.99% |
| Nuveen Strategic Income Fund I (FCBYX) | $715.0 | 6.15% | 6.88% | 10.37% | 0.60% |
| Hartford Strategic Income Fund A (HSNAX) | $530.3 | 6.08% | 5.78% | 9.29% | 0.95% |
| PIMCO Income Fund;Institutional (PIMIX) | $34,114.5 | 5.94% | 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) | $213.2 | 0.76% | N/A | N/A | 1.49% |
| GuideMark Opportunistic Fixed Income Fund Services (GMIFX) | $209.5 | 0.79% | 3.54% | N/A | 1.57% |
| Payden/Kravitz Cash Balance Plan Fund Adviser (PKCBX) | $163.6 | 0.95% | 1.70% | 2.21% | 1.50% |
| Eaton Vance Short Duration Strategic Income Fund B (EVSGX) | $1,950.7 | 1.14% | 2.75% | 5.77% | 1.91% |
| Classification total/average | $156,132.8 | 4.39% | 5.21% | 9.02% | 1.16% |
| Barclays U.S. Aggregate Bond Total Return | 2.08% | 3.29% | 4.84% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Wells Fargo Advantage CoreBuilder Shares - M (WFCMX) | $145.1 | 4.78% | 8.76% | 9.95% | 0.00% |
| Clearwater Tax-Exempt Bond Fund (QWVQX) | $483.6 | 4.68% | 7.72% | 7.69% | 0.71% |
| Wells Fargo Advantage Municipal Bond Fund Investor (SXFIX) | $2,899.1 | 4.05% | 6.92% | 7.80% | 0.78% |
| Sit Tax-Free Income Fund (SNTIX) | $151.9 | 3.73% | 6.99% | 7.13% | 0.90% |
| Vanguard Long-Term Tax-Exempt Fund Investor (VWLTX) | $8,030.3 | 3.59% | 6.05% | 5.94% | 0.20% |
| Fidelity Tax-Free Bond Fund (FTABX) | $2,354.3 | 3.41% | 6.04% | 6.03% | 0.47% |
| Northern Tax-Exempt Fund (NOTEX) | $754.2 | 3.39% | 5.69% | 5.58% | 0.47% |
| BNY Mellon Municipal Opportunities Fund M (MOTMX) | $940.3 | 3.25% | 7.02% | 7.66% | 0.71% |
| Vanguard High-Yield Tax-Exempt Fund Investor (VWAHX) | $7,358.0 | 3.24% | 6.64% | 6.91% | 0.20% |
| Fidelity Municipal Income Fund (FHIGX) | $5,485.4 | 3.17% | 5.78% | 5.98% | 0.46% |
| Bottom 5 | |||||
| Lord Abbett AMT Free Municipal Bond Fund A (LATAX) | $129.2 | -0.20% | 6.52% | N/A | 0.60% |
| Manning & Napier Diversified Tax Exempt Series (EXDVX) | $351.5 | 0.07% | 2.01% | 3.28% | 0.58% |
| Ivy Municipal Bond Fund C (WMBCX) | $138.2 | 0.37% | 4.07% | 4.87% | 1.76% |
| JPMorgan Tax Aware Income Opportunities Fund A (JTAAX) | $445.3 | 0.48% | 1.64% | N/A | 0.75% |
| Eaton Vance National Municipal Income Fund B (EVHMX) | $3,307.6 | 0.73% | 6.74% | 6.55% | 1.52% |
| Classification total/average | $110,722.5 | 2.05% | 5.73% | 6.02% | 0.99% |
| Barclays Municipal Bond Total Return | 2.79% | 5.25% | 5.61% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Franklin Real Return Fund A (FRRAX) | $348.9 | 3.03% | 1.31% | 3.64% | 0.92% |
| Allianz Fixed Income Shares Series R (FXIRX) | $248.2 | 1.17% | 6.81% | 10.08% | 0.05% |
| JPMorgan Inflation Managed Bond Fund Select (JRBSX) | $1,559.8 | 0.75% | 1.84% | N/A | 0.61% |
| Lord Abbett Inflation Focused Fund A (LIFAX) | $942.8 | 0.59% | 1.87% | N/A | 0.75% |
| SEI Real Return Fund A (RRPAX) | $222.7 | 0.55% | 0.85% | 2.90% | 0.28% |
| SEI Institutional Managed Real Return Fund A (SRAAX) | $288.6 | 0.22% | 0.49% | N/A | 0.84% |
| 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/A | 0.65% |
| 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 | $78,139.7 | -0.95% | 2.30% | 4.81% | 0.82% |
| Barclays U.S. TIPS Total Return | -0.93% | 3.19% | 5.35% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Highland Floating Rate Opportunities Fund A (HFRAX) | $1,069.9 | 11.21% | 9.96% | 12.99% | 1.30% |
| Natixis Loomis Sayles Senior Float Rate and Fixd Income Y (LSFYX) | $1,517.6 | 5.84% | N/A | N/A | 0.85% |
| Nuveen Symphony Floating Rate Income Fund A (NFRAX) | $1,019.8 | 5.70% | 6.97% | N/A | 1.07% |
| Hartford Floating Rate High Income Fund A (HFHAX) | $526.8 | 5.51% | N/A | N/A | 1.07% |
| Fidelity Series Floating Rate High Income Fund (FFHCX) | $1,485.3 | 5.50% | N/A | N/A | 0.72% |
| BlackRock Secured Credit Portfolio Investor A (BMSAX) | $196.7 | 5.17% | 6.04% | N/A | 0.97% |
| Guggenheim Floating Rate Strategies Fund Institutional (GIFIX) | $1,323.3 | 4.77% | N/A | N/A | 0.81% |
| Oppenheimer Senior Floating Rate Fund A (OOSAX) | $20,643.0 | 4.70% | 5.06% | 10.41% | 1.17% |
| RS Floating Rate Fund Y (RSFYX) | $2,755.0 | 4.55% | 5.23% | N/A | 0.79% |
| JPMorgan Floating Rate Income Fund Select (JPHSX) | $4,563.1 | 4.53% | 4.89% | N/A | 0.78% |
| Bottom 5 | |||||
| Pacific Life Floating Rate Loan Fund P | $123.6 | 2.90% | 4.48% | 7.00% | 0.80% |
| Eaton Vance Floating-Rate & High Income Fund C (ECFHX) | $2,570.1 | 2.90% | 4.04% | 8.17% | 1.82% |
| Neuberger Berman Floating Rate Income Fund A (NFIAX) | $604.3 | 2.93% | 4.42% | N/A | 1.09% |
| DoubleLine Floating Rate Fund I (DBFRX) | $369.5 | 3.06% | N/A | N/A | 0.92% |
| Eaton Vance Floating-Rate Fund Institutional (EIBLX) | $15,264.8 | 3.14% | 4.48% | 8.34% | 0.74% |
| Classification total/average | $144,127.7 | 3.95% | 4.76% | 8.21% | 1.16% |
| S&P/LSTA Leveraged Loan Total Return | 4.43% | 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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