Q4 2020 Top Fixed Income Mutual Funds
Top 50 fixed income funds ranked by quarterly returns
| Name | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|
| 1 | WP Income Plus Fund;Institutional (WPINX) | 15.9465962 | -45.80253586 | -15.83950326 | -6.64292518 | 5.36 | 3.54 |
| 2 | Leader Short Term High Yield Bond Fund;Investor (LCCMX) | 15.28197592 | 7.52062489 | 3.45122274 | 2.24799375 | 47.45 | 2.1 |
| 3 | Leader Total Return Fund;Institutional (LCTIX) | 13.47689376 | 12.98603433 | 6.94532223 | 6.1458443 | 11.34 | 2.35 |
| 4 | HCM Income Plus Fund;A (HCMEX) | 12.90515868 | 40.48583331 | 15.89371147 | N/A | 354.28 | 1.7 |
| 5 | PGIM Emerging Markets Debt Loc Currency Fd;Z (EMDZX) | 12.03535413 | 4.98557534 | 3.42736761 | 6.76051924 | 69.21 | 0.72 |
| 6 | Ashmore Emerging Markets Loc Currency Bd Fund;Inst (ELBIX) | 11.95499297 | 2.64975254 | 2.24250851 | 6.93068093 | 9.09 | 0.97 |
| 7 | Goldman Sachs Local Emerging Markets Debt Fund;Ins (GIMDX) | 11.91782908 | 3.87435607 | 1.76292395 | 5.95118569 | 91.38 | 0.92 |
| 8 | Ivy Pictet Emerging Markets Local Currency Db Fd;I (IECIX) | 11.60870308 | 4.99303901 | 1.32518213 | 4.3298894 | 59.86 | 0.8 |
| 9 | Matisse Discounted Bond CEF Strategy;Inst (MDFIX) | 11.41242432 | N/A | N/A | N/A | 22.48 | 2.61 |
| 10 | MFS Emerging Markets Debt Local Currency Fund;I (EMLIX) | 11.1120161 | 2.68735879 | 3.79898238 | 7.05614609 | 401.49 | 0.85 |
| 11 | T Rowe Price Emerging Markets Local Currency Bd (PRELX) | 11.11159989 | 4.06034232 | 2.93909811 | 6.84119442 | 516.14 | 0.95 |
| 12 | PIMCO Emerg Markets Local Currency and Bd Fd;Inst (PELBX) | 10.93976826 | 2.12083033 | 3.42887226 | 7.13985368 | 1554.27 | 1.7 |
| 13 | Payden Emerging Markets Local Bond Fund;Investor (PYELX) | 10.80825052 | 1.79071879 | 2.1169277 | 6.0337452 | 141.49 | 0.91 |
| 14 | TCW Emerging Markets Local Currency Income Fund;I (TGWIX) | 10.693302 | 1.78335828 | 1.78846175 | 6.56908393 | 240.15 | 0.85 |
| 15 | Ashmore Emerging Markets Total Return Fund;Inst (EMKIX) | 10.53797685 | 2.4326887 | 2.11024267 | 7.22239093 | 1369.26 | 1.02 |
| 16 | Hartford Emerging Markets Local Debt Fund;Y (HLDYX) | 10.49698055 | 2.99311967 | 2.69655632 | 6.83142095 | 67.27 | 0.89 |
| 17 | BrandywineGLOBAL – Global Opportunities Bond Fd;IS (GOBSX) | 10.453284 | 12.65990516 | 5.37099438 | 6.74478782 | 2330.13 | 0.58 |
| 18 | Eaton Vance Emerging Markets Debt;I (EEIDX) | 10.29689979 | 6.08514588 | N/A | N/A | 8.98 | 0.85 |
| 19 | Stone Harbor Local Markets Fund;Inst (SHLMX) | 10.13110846 | 1.87431092 | 1.26904246 | 5.46866135 | 169.17 | 0.96 |
| 20 | PF Emerging Markets Debt Fund;P | 10.04188443 | 2.87580145 | 2.47128559 | 7.43703745 | 51.16 | 0.92 |
| 21 | Invesco Emerging Markets Local Debt Fund;Y (OEMYX) | 9.74356079 | 3.97723447 | 3.26897877 | 7.30360025 | 150.18 | 0.95 |
| 22 | Fidelity Capital & Income Fund (FAGIX) | 9.72881068 | 10.24138949 | 7.29692751 | 8.83105258 | 12574.3 | 0.67 |
| 23 | Fidelity Advisor High Income Advantage Fund;M (FAHYX) | 9.6412137 | 8.66949343 | 6.46004461 | 8.78471665 | 1596.49 | 1 |
| 24 | Barings Em Mkts Debt Blended Total Return Fund;A (BXEAX) | 9.63092559 | 17.70492189 | 9.17767734 | 10.09866577 | 78.52 | 1.2 |
| 25 | Franklin Templeton SMACS: Series I (FQTIX) | 9.57121352 | 3.68060577 | N/A | N/A | 3.56 | 0 |
| 26 | Voya Emerging Markets Local Currency Debt Fund;P (ILCDX) | 9.54969866 | 0.85647061 | 2.00667336 | 5.10678981 | 86.3 | 0.16 |
| 27 | 1290 Diversified Bond Fund;I (TNUIX) | 9.39934377 | 17.16267298 | 9.74347079 | 7.51755702 | 208.55 | 0.5 |
| 28 | Eaton Vance Emerging Markets Local Income Fund;A (EEIAX) | 9.30547483 | 4.67211937 | 5.54670141 | 8.91790411 | 1476.86 | 1.2 |
| 29 | Northern Multi-Manager Emerging Mkts Debt Oppty (NMEDX) | 9.29769932 | 2.65730517 | 2.29256225 | 5.33705733 | 185.78 | 0.94 |
| 30 | BrandywineGLOBAL – Intl Opportunities Bond Fund;IS (LMOTX) | 9.22413793 | 8.56898029 | 3.13426786 | 5.18806729 | 69.77 | 0.66 |
| 31 | SEI Inst Inv Emerging Markets Debt Fund;A (SEDAX) | 9.18275977 | 4.67816653 | 3.57877284 | 7.19031315 | 2314.62 | 0.96 |
| 32 | Fairholme Focused Income Fund (FOCIX) | 9.15790849 | 0.9944974 | 0.34820849 | 5.86283376 | 118.12 | 1.02 |
| 33 | Hartford Schroders Emg Mkts Multi-Sector Bd Fd;I (SMSNX) | 9.13926087 | 2.56409039 | 2.06227753 | 6.44986613 | 64.46 | 0.9 |
| 34 | Franklin Emerg Market Debt Opptys Fund (FEMDX) | 9.12584054 | 3.93412626 | 4.1066206 | 7.21027424 | 104.16 | 1.02 |
| 35 | Nationwide Emerging Markets Debt Fund;R6 (NWXCX) | 9.08766599 | 3.4188688 | 4.33863764 | N/A | 76.79 | 0.9 |
| 36 | Mesirow Financial High Yield Fund;Inst (MFHIX) | 9.0753183 | 7.23080883 | N/A | N/A | 54.63 | 0.77 |
| 37 | SEI Emerging Markets Debt Fund;F (SITEX) | 9.05889741 | 4.0368778 | 2.7870467 | 6.29574906 | 1577 | 1.62 |
| 38 | Stone Harbor Emerging Markets Corporate Debt;Inst (SHCDX) | 8.94568229 | 7.75103686 | 5.36890292 | 7.14102752 | 6.1 | 1.01 |
| 39 | Lazard Emerging Markets Debt Portfolio;Inst (LEDIX) | 8.91944488 | 3.17430173 | 3.16000927 | 6.07987912 | 22.28 | 0.95 |
| 40 | Pioneer Global High Yield Fund;A (PGHYX) | 8.90437367 | 2.70421638 | 3.28718513 | 6.53381836 | 233.05 | 1.14 |
| 41 | Stone Harbor Emerging Mkts Debt Alloc Fund;Inst (SHADX) | 8.86435996 | 5.03437715 | 2.84990104 | 6.47204 | 24.59 | 0.85 |
| 42 | American Funds Emerging Markets Bond Fund;A (EBNAX) | 8.86100703 | 7.6214784 | 5.42211774 | N/A | 1268.98 | 1.01 |
| 43 | Ashmore Emerging Markets Corporate Inc Fund;Inst (EMCIX) | 8.85777094 | 7.64918828 | 4.75116028 | 9.61737845 | 316.33 | 1.17 |
| 44 | Invesco International Bond Fund;A (OIBAX) | 8.7977462 | 8.22950905 | 3.67989395 | 5.56343496 | 2851.08 | 1.01 |
| 45 | Transamerica Emerging Markets Debt;I (EMTIX) | 8.76070968 | 7.11160801 | 4.27617983 | 7.6518324 | 440.02 | 0.8 |
| 46 | DoubleLine Emerging Markets Local Currency Bond;I (DBELX) | 8.74982796 | 2.60537541 | N/A | N/A | 10.35 | 0.92 |
| 47 | John Hancock Emerging Markets Debt Fund;I (JMKIX) | 8.6255057 | 5.03763209 | 4.28828616 | 7.95622303 | 1087.19 | 0.88 |
| 48 | Preferred Plus; Class I Shares (IPPPX) | 8.552158 | 9.05040192 | N/A | N/A | 11.64 | 1.62 |
| 49 | Westwood High Income Fund;Inst (WHGHX) | 8.54067639 | 14.88434617 | 8.05655607 | 7.17864632 | 81.94 | 0.67 |
| 50 | Robinson Opportunistic Income Fd;Inst (RBNNX) | 8.53447046 | -6.65069777 | 0.89222699 | 5.1977325 | 22.86 | 3.18 |
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.
Top 25 fixed income funds ranked by largest Inflows
| Name | 3-Month Estimated Net Flows ($M)* | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Bond Market II Index Fund;Investor (VTBIX) | 20544.58 | 0.66370524 | 7.30938709 | 5.1978066 | 4.30416782 | 221765.02 | 0.0009 |
| 2 | Vanguard Short-Term Investment-Grade Fund;Investor (VFSTX) | 5014.22 | 0.95210852 | 5.14496719 | 3.88847583 | 3.27684779 | 72471.66 | 0.002 |
| 3 | Vanguard Total Bond Market Index Fund;Investor (VBMFX) | 4548.42 | 0.64359236 | 7.61227256 | 5.28523033 | 4.35305144 | 303186.76 | 0.0015 |
| 4 | American Funds Bond Fund of America;A (ABNDX) | 4330.82 | 1.4648886 | 10.71327714 | 6.09374941 | 4.83538463 | 70234.01 | 0.0061 |
| 5 | Fidelity SAI US Treasury Bond Index Fund (FUTBX) | 3863.54 | -0.91625038 | 7.97933602 | 5.14045578 | N/A | 7278.42 | 0.0003 |
| 6 | Bridge Builder Core Plus Bond Fund (BBCPX) | 3570.54 | 4.19065086 | 11.74121372 | 7.01851999 | 5.24838675 | 25658.24 | 0.0016 |
| 7 | Vanguard Ultra-Short-Term Bond Fund;Admiral (VUSFX) | 3055.42 | 0.29069975 | 2.09709151 | 2.52376508 | 2.05156424 | 15977.67 | 0.001 |
| 8 | Strategic Advisers Fidelity Core Income Fund (FIWGX) | 2878.41 | 1.96973828 | 10.19199898 | N/A | N/A | 29959.94 | 0.0021 |
| 9 | Vanguard Intermediate-Term Tax-Exempt Fund;Inv (VWITX) | 2449.07 | 1.65523502 | 5.12843296 | 4.35738956 | 3.52166797 | 81841.62 | 0.0017 |
| 10 | Baird Aggregate Bond Fund;Institutional (BAGIX) | 2442.3 | 1.07103506 | 8.63020988 | 5.83625873 | 5.03877209 | 32894.37 | 0.003 |
| 11 | Vanguard Institutional Intermediate-Term;Inst Plus (VIITX) | 2278.28 | 0.53467719 | 6.16351579 | 4.45513794 | 3.46738645 | 32502.95 | 0.0002 |
| 12 | Fidelity Series Bond Index Fund (FIFZX) | 2193.12 | 0.6294828 | 7.64567274 | N/A | N/A | 15435.63 | 0 |
| 13 | Guggenheim Total Return Bond Fund;Institutional (GIBIX) | 2100.91 | 2.92306433 | 15.22320921 | 6.78205102 | 6.60651661 | 23978.34 | 0.0052 |
| 14 | Principal Core Fixed Income Fund;A (CMPIX) | 2022.05 | 1.16875899 | 7.82692576 | 5.31680604 | 5.03648034 | 10360.14 | 0.0089 |
| 15 | Fidelity US Bond Index Fund (FXNAX) | 1824.07 | 0.75390632 | 7.79945999 | 5.36018944 | 4.40816016 | 57443.14 | 0.00025 |
| 16 | American Funds Intmdt Bond Fund of America;A (AIBAX) | 1691.84 | 0.59849365 | 7.35111767 | 4.23345972 | 2.94387851 | 29392.74 | 0.0063 |
| 17 | American Funds US Government Securities Fd;A (AMUSX) | 1662.2 | 0.10788378 | 9.43558811 | 5.01305456 | 3.42740157 | 21220.22 | 0.0066 |
| 18 | Fidelity Strategic Advisers Tax-Sensitive Sht Dur (FGNSX) | 1604.12 | 0.22798224 | 1.35716676 | 1.69643163 | N/A | 4829.07 | 0.0011 |
| 19 | Fidelity Strategic Advisers Income Opptys Fd (FPIOX) | 1572.16 | 6.37733733 | 5.61155073 | 5.33211027 | 7.48871814 | 6831.99 | 0.0073 |
| 20 | Goldman Sachs Short Duration Tax-Free Fund;Inst (GSDUX) | 1510.47 | 0.67523982 | 2.40696019 | 2.83834518 | 2.10485527 | 11448.04 | 0.0038 |
| 21 | PGIM High Yield Fund;A (PBHAX) | 1491.36 | 5.9595887 | 5.31623853 | 6.27669198 | 8.1980236 | 22168.27 | 0.008 |
| 22 | JPMorgan Short Duration Bond Fund;I (HLLVX) | 1459.5 | 0.72600082 | 4.50325099 | 3.29161914 | 2.32795362 | 6611.26 | 0.0034 |
| 23 | PIMCO Short-Term Fund;Institutional (PTSHX) | 1457.1 | 0.34796387 | 2.74067564 | 2.32127036 | 2.3882641 | 15336.45 | 0.0055 |
| 24 | BlackRock Strategic Income Opps Port;Inst (BSIIX) | 1417.38 | 4.10788067 | 7.19217745 | 4.71147527 | 4.52115843 | 35319.71 | 0.0084 |
| 25 | Vanguard Short-Term Tax-Exempt Fund;Investor (VWSTX) | 1393.83 | 0.27119486 | 1.8203554 | 1.92749313 | 1.42419795 | 20790.62 | 0.0017 |
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.
Top 25 fixed income funds ranked by largest outflows
| Name | 3-Month Estimated Net Flows ($M)* | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| 1 | Templeton Global Bond Fund;A (TPINX) | -2653.99 | 0.78787906 | -4.40974803 | -0.86842187 | 1.15422538 | 14997.7 | 0.0092 |
| 2 | Western Asset SMASh Series C Fund (LMLCX) | -2137.76 | 5.77051689 | 2.93415408 | 4.66272453 | 5.5601218 | 0.01 | 0 |
| 3 | Principal Bond Market Index Fund;Institutional (PNIIX) | -1542.79 | 0.59406048 | 7.28843007 | 5.11018597 | 4.1534226 | 810.8 | 0.0014 |
| 4 | DoubleLine Total Return Bond Fund;I (DBLTX) | -1014.03 | 0.42801425 | 4.12311058 | 3.87784934 | 3.5151101 | 51242.89 | 0.0049 |
| 5 | Fidelity New Markets Income Fund (FNMIX) | -945.85 | 6.62972766 | 4.59749611 | 2.27040705 | 6.20055993 | 6549.12 | 0.0082 |
| 6 | BlackRock Strategic Municipal Opps Fund;Inst (MAMTX) | -883.39 | 4.00364605 | 0.56698573 | 2.79283808 | 3.41217588 | 7883.08 | 0.0071 |
| 7 | T Rowe Price New Income Fund (PRCIX) | -881.65 | 1.64675783 | 5.73516059 | 4.70415645 | 4.14933073 | 21159.36 | 0.0051 |
| 8 | JPMorgan Intermediate Tax Free Bond Fund;I (JITIX) | -728.25 | 1.71107374 | 4.80497485 | 4.08302428 | 3.03096282 | 5148.41 | 0.004 |
| 9 | PIMCO Total Return Fund;Institutional (PTTRX) | -686.37 | 1.04302598 | 8.8748384 | 5.5339567 | 4.85764565 | 69802.76 | 0.007 |
| 10 | Vanguard Short-Term Treasury Fund;Investor (VFISX) | -629.2 | 0.12519751 | 3.958479 | 2.95868712 | 2.04292565 | 8585.94 | 0.002 |
| 11 | PIMCO Short Asset Investment Fund;Institutional (PAIDX) | -581 | 0.21378681 | 1.20856787 | 1.94244111 | 1.89366976 | 4437.15 | 0.0036 |
| 12 | T Rowe Price High Yield Fund (PRHYX) | -571.35 | 5.82491539 | 4.93140185 | 5.15733022 | 7.40884811 | 8581.39 | 0.0072 |
| 13 | Invesco Senior Floating Rate Fund;A (OOSAX) | -511.36 | 4.65619732 | -4.47111103 | -1.04762888 | 2.53180715 | 3596.3 | 0.0114 |
| 14 | Lord Abbett Floating Rate Fund;F (LFRFX) | -497.65 | 4.56868096 | -1.61474514 | 1.81812828 | 3.83390572 | 5579.71 | 0.0071 |
| 15 | Templeton Global Total Return Fund;Adv (TTRZX) | -489.16 | 0.89341189 | -5.58574676 | -0.58061314 | 1.93629311 | 2005.91 | 0.0076 |
| 16 | Loomis Sayles Bond Fund;Institutional (LSBDX) | -451.07 | 5.34581927 | 2.13557144 | 3.43818077 | 5.25494749 | 9057.64 | 0.0067 |
| 17 | Pioneer Multi-Asset Ultrashort Income Fund;Y (MYFRX) | -373.14 | 0.87040979 | -0.51657804 | 1.52125877 | 1.71051441 | 4410.49 | 0.0044 |
| 18 | DFA Short-Term Government Portfolio;Institutional (DFFGX) | -357.92 | 0 | 0.38956328 | 1.35310965 | 1.11078802 | 2237.64 | 0.0019 |
| 19 | American Century Diversified Bond Fund;I (ACBPX) | -357.54 | 1.25941374 | 8.24968665 | 5.08389846 | 4.29521261 | 2057.78 | 0.004 |
| 20 | JPMorgan Strategic Income Opportunities Fund;I (JSOSX) | -353.5 | 0.6972997 | 1.55103701 | 2.08315762 | 3.715186 | 10745.34 | 0.0078 |
| 21 | Natixis Loomis Sayles Strategic Income Fund;C (NECZX) | -345.15 | 5.17140598 | 0.37890637 | 2.06013832 | 3.97894726 | 5994.19 | 0.0171 |
| 22 | Fidelity Conservative Income Bond Fund;Inst (FCNVX) | -327.1 | 0.02634086 | 1.14841163 | 1.98001291 | 1.67578645 | 7471.61 | 0.0025 |
| 23 | Wells Fargo Intmdt Tax/AMT-Free Fd;Inst (WITIX) | -324.29 | 1.63745681 | 4.15843015 | 3.84858852 | 3.06843458 | 2218.73 | 0.0045 |
| 24 | AB High Income Fund;A (AGDAX) | -324.25 | 8.17912683 | 2.92794462 | 3.27097993 | 6.47056406 | 5439.22 | 0.0087 |
| 25 | DFA One-Year Fixed Income Portfolio;Institutional (DFIHX) | -316.35 | 0.02854622 | 0.62481752 | 1.6422528 | 1.34064411 | 6573.27 | 0.0017 |
Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.
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