General municipal debt
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Oppenheimer AMT-Free Municipals A |
$1,710.8 |
6.0% |
24.6% |
18.7% |
1.1% |
| Market Vectors Long Municipal Index ETF |
$78.8 |
3.4% |
19.2% |
10.0% |
0.2% |
| Eaton Vance AMT-Free Municipal Income Fund I |
$105.9 |
4.7% |
18.5% |
11.7% |
0.7% |
| Legg Mason Western Asset Managed Municipals Fund A |
$3,496.8 |
3.6% |
17.6% |
10.6% |
0.6% |
| Eaton Vance Tax-Advantaged Bond Strategies Long Term Fund A |
$17.8 |
2.8% |
17.3% |
N/A |
1.0% |
| Lord Abbett AMT Free Municipal Bond Fund A |
$94.3 |
4.4% |
17.2% |
N/A |
0.6% |
| Nuveen All-American Municipal Bond Fund A |
$541.6 |
3.6% |
17.1% |
12.2% |
0.8% |
| Pioneer AMT-Free Municipal Fund A |
$780.0 |
3.9% |
16.9% |
11.0% |
0.8% |
| Nuveen Tax Free Fund A |
$56.4 |
3.2% |
16.5% |
12.0% |
0.9% |
| Lord Abbett National Tax-Free Income Fund A |
$1,518.2 |
4.8% |
16.5% |
11.4% |
0.8% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Guggenheim Municipal Income Fund A |
$84.4 |
1.3% |
7.3% |
22.4% |
0.8% |
| Old Westbury Municipal Bond Fund |
$1,010.5 |
0.1% |
6.4% |
4.8% |
0.6% |
| Saratoga Municipal Bond Portfolio I |
$3.3 |
0.3% |
5.5% |
3.4% |
1.6% |
| Lazard U.S. Municipal Portfolio Institutional |
$12.4 |
0.2% |
4.9% |
N/A |
0.4% |
| JPMorgan Tax Aware Income Opportunities Fund A |
$80.1 |
0.8% |
3.3% |
N/A |
0.8% |
| Barclays Municipal Bond Total Return Index |
|
1.8% |
12.1% |
7.7% |
|
High-yield debt
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Fidelity Real Estate High Income Fund |
$786.3 |
5.1% |
8.7% |
23.8% |
0.8% |
| Westcore Flexible Income Fund Retail |
$97.8 |
3.4% |
8.3% |
20.4% |
0.9% |
| John Hancock Core High Yield Fund A |
$16.0 |
6.4% |
8.2% |
N/A |
1.3% |
| Vanguard High-Yield Corporate Fund Investor |
$5,863.3 |
4.3% |
7.9% |
18.6% |
0.3% |
| Federated Institutional High Yield Bond Fund Institutional |
$998.9 |
5.7% |
7.9% |
21.4% |
0.5% |
| Rainier High Yield Portfolio Institutional |
$37.6 |
4.5% |
7.8% |
N/A |
0.7% |
| Ivy High Income Fund C |
$847.6 |
5.9% |
7.7% |
19.8% |
1.8% |
| Waddell & Reed Advisors High Income Fund A |
$1,398.6 |
7.2% |
7.7% |
19.5% |
1.1% |
| Manning & Napier High Yield Bond Series |
$184.7 |
5.5% |
7.2% |
N/A |
1.2% |
| Nuveen Symphony Credit Opportunities Fund A |
$53.6 |
6.0% |
7.0% |
N/A |
1.1% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Power Income Fund A |
$23.5 |
4.0% |
-1.4% |
N/A |
2.1% |
| Oppenheimer Champion Income Fund A |
$332.5 |
5.9% |
-1.6% |
17.4% |
1.4% |
| Third Avenue Focused Credit Fund Institutional |
$726.5 |
7.2% |
-1.7% |
N/A |
0.9% |
| John Hancock High Yield Fund B |
$56.3 |
10.8% |
-6.3% |
29.5% |
1.8% |
| John Hancock High Income Fund NAV |
$371.0 |
12.6% |
-6.6% |
31.4% |
0.7% |
| Barclays U.S. High Yield 2% Issuer Cap Total Return Index |
|
5.4% |
6.4% |
23.7% |
|
Intermediate-term investment-grade debt
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Vanguard Intermediate-Term Bond Index Fund Investor |
$2,083.0 |
0.6% |
11.0% |
9.4% |
0.2% |
| Scout Core Plus Bond Fund Institutional |
$410.9 |
3.1% |
10.6% |
19.7% |
0.4% |
| Vanguard Intermediate-Term Corporate Bond Index Fund ETF |
$1,924.4 |
3.1% |
10.3% |
N/A |
0.1% |
| DFA Intermediate-Term Extended Quality Portfolio Institutional |
$535.9 |
1.2% |
10.2% |
N/A |
0.2% |
| Pace Strategic Fixed Income Investments P |
$761.4 |
1.2% |
9.9% |
13.3% |
0.8% |
| RidgeWorth Total Return Bond Fund I |
$993.5 |
0.6% |
9.6% |
7.6% |
0.4% |
| RidgeWorth Core Bond Fund A |
$21.6 |
0.0% |
9.3% |
6.9% |
0.6% |
| Delaware Core Focus Fixed Income Portfolio |
$6.9 |
1.1% |
9.1% |
9.6% |
0.4% |
| Vanguard Intermediate-Term Investment-Grade Fund Investor |
$4,855.4 |
2.4% |
9.1% |
12.8% |
0.2% |
| JNL/PPM America Total Return Fund A |
N/A |
N/A |
9.1% |
14.8% |
0.8% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Saratoga Investment Quality Bond Portfolio I |
$9.3 |
1.2% |
3.6% |
5.0% |
1.5% |
| Estabrook Investment Grade Fixed Income Fund I |
$17.0 |
3.8% |
3.6% |
N/A |
0.7% |
| MassMutual Select Pimco Total Return Fund A |
$733.0 |
2.5% |
3.2% |
N/A |
0.9% |
| STAAR General Bond Fund |
$2.6 |
2.0% |
1.0% |
4.4% |
1.7% |
| Acadia Principal Conservation Fund |
$3.1 |
0.2% |
0.5% |
N/A |
1.5% |
| Barclays U.S. Aggregate Bond Total Return Index |
|
0.3% |
7.8% |
6.8% |
|
International income
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| GMO Currency Hedged International Bond Fund III |
$72.0 |
1.7% |
10.2% |
12.3% |
0.4% |
| Pimco Foreign Bond Fund (U.S. Dollar-Hedged) Institutional |
$3,413.7 |
2.3% |
9.0% |
12.2% |
0.5% |
| CGCM International Fixed Income Investments |
$367.5 |
1.6% |
8.0% |
8.0% |
0.7% |
| PimcoForeign Bond Fund (Unhedged) Institutional |
$3,362.8 |
0.4% |
7.1% |
16.3% |
0.5% |
| Legg Mason BW International Opportunities Bond IS |
$86.1 |
4.9% |
6.4% |
N/A |
0.7% |
| SEI International Fixed Income Fund A |
$485.8 |
2.0% |
5.5% |
7.5% |
1.0% |
| Western Asset Non-U.S. Opportunity Bond Portfolio I |
$101.9 |
3.9% |
5.4% |
6.3% |
0.7% |
| PowerShares International Corporate Bond Portfolio |
$92.1 |
7.2% |
5.0% |
N/A |
0.5% |
| GMO International Bond Fund III |
$69.2 |
0.5% |
5.0% |
14.9% |
0.5% |
| SPDR DB Intl Govt Inflation-Protected Bond ETF |
$1,284.1 |
6.0% |
4.8% |
12.1% |
0.5% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| iShares S&P/Citigroup International Treasury Bond Fund |
$298.7 |
2.2% |
-0.4% |
4.6% |
0.4% |
| SPDR Barclays Capital Short Term International Treasury Bond ETF |
$244.4 |
1.7% |
-1.2% |
5.5% |
0.4% |
| Federated Prudent DollarBear Fund A |
$218.5 |
0.7% |
-1.4% |
4.5% |
1.3% |
| WisdomTree Australia & New Zealand Debt Fund |
$32.7 |
1.8% |
-4.5% |
10.1% |
0.5% |
| iShares S&P/Citigroup 1-3 Year International Treasury Bond Fund |
$175.3 |
1.0% |
-4.8% |
2.9% |
0.4% |
| Barclays Global Aggregate ex U.S. Total Return |
|
1.2% |
3.7% |
8.0% |
|
Short investment-grade debt
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Lord Abbett Short Duration Income Fund A |
$8,076.5 |
2.4% |
4.5% |
8.1% |
0.6% |
| UCM Short Duration Fund Institutional |
$0.3 |
1.4% |
4.0% |
N/A |
0.6% |
| DFA Short-Term Extended Quality Portfolio Institutional |
$1,594.8 |
1.4% |
3.8% |
5.6% |
0.2% |
| TIAA-CREF Short-Term Bond Fund Institutional |
$430.4 |
1.2% |
3.5% |
4.7% |
0.3% |
| Vanguard Short-Term Bond Index Fund Investor |
$3,449.5 |
0.4% |
3.3% |
3.7% |
0.2% |
| Cavanal Hill Short-Term Income Fund No-Load Investor |
$30.4 |
1.3% |
3.3% |
9.8% |
0.7% |
| BlackRock Low Duration Bond Portfolio Institutional |
$657.6 |
1.7% |
3.2% |
7.0% |
0.6% |
| Sterling Capital Short-Term Bond Fund A |
$7.8 |
1.8% |
3.1% |
2.2% |
0.8% |
| USAA Short-Term Bond Fund Retail |
$2,111.1 |
1.1% |
3.1% |
6.4% |
0.6% |
| Homestead Short-Term Bond Fund |
$396.6 |
1.7% |
3.1% |
7.5% |
0.8% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Prudential Core Short-Term Bond Fund |
$3,563.7 |
1.4% |
0.4% |
8.3% |
0.0% |
| Leader Short-Term Bond Fund Investor |
$208.8 |
4.6% |
0.3% |
7.6% |
1.5% |
| Permanent Portfolio Versatile Bond Portfolio |
$12.2 |
0.2% |
0.2% |
1.2% |
0.8% |
| GMO Short-Duration Investment Fund III |
$5.6 |
0.9% |
0.0% |
6.1% |
0.2% |
| Legg Mason Western Asset Adjustable Rate Income Fund C |
$59.6 |
1.8% |
-0.2% |
6.7% |
1.5% |
| Barclays 1-3 Year Government/Credit Total Return Index |
|
0.4% |
1.8% |
2.7% |
|
Treasury inflation-protected securities
| Top 10 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Pimco 15+ Year U.S. TIPS Index ETF |
$311.3 |
-1.0% |
22.7% |
N/A |
0.2% |
| Pimco Real Return Asset Fund Institutional |
$2,428.1 |
0.6% |
20.9% |
14.9% |
0.6% |
| GMO Inflation Indexed Plus Bond Fund VI |
$3.2 |
2.3% |
14.3% |
18.3% |
0.4% |
| DFA Inflation Protected Securities Portfolio Institutional |
$2,070.5 |
0.9% |
13.2% |
9.2% |
0.1% |
| American Independence U.S. Inflation-Indexed Fund Institutional |
$316.4 |
0.9% |
12.7% |
9.2% |
0.3% |
| Pimco Broad U.S. TIPS Index ETF |
$101.4 |
0.7% |
12.4% |
N/A |
0.2% |
| SPDR Barclays Capital TIPS ETF |
$600.6 |
0.7% |
12.4% |
8.9% |
0.2% |
| Goldman Sachs Inflation Protected Securities Fund A |
$123.2 |
0.7% |
12.0% |
8.4% |
0.6% |
| Vanguard Inflation-Protected Securities Fund Investor |
$15,876.0 |
0.8% |
12.0% |
8.4% |
0.2% |
| iShares Barclays TIPS Bond Fund |
$22,232.4 |
0.8% |
12.0% |
8.5% |
0.2% |
| Bottom 5 |
Net assets ($M) |
3-month return |
1-year return |
3-year return |
Net prospects expense ratio |
| Pimco 1-5 Year U.S. TIPS Index ETF |
$968.6 |
1.4% |
3.8% |
N/A |
0.2% |
| SEI Institutional Mgd Real Return Fund A |
$427.8 |
1.2% |
3.5% |
N/A |
0.9% |
| iShares Barclays 0-5 Year TIPS Bond Fund |
$309.5 |
1.3% |
3.4% |
N/A |
0.2% |
| Eaton Vance Short Term Real Return Fund A |
$40.9 |
2.0% |
3.1% |
N/A |
1.2% |
| Franklin Real Return Fund A |
$441.0 |
2.5% |
0.4% |
6.0% |
0.9% |
| Barclays U.S. TIPS Total Return Index |
|
0.9% |
12.2% |
8.7% |
|
As of March 31. Distinct classes only. Rankings are based on unrounded figures. Three-year returns are annualized. N/A = not available (fund has been in operation for less than three years).
Source: Lipper
