Q3 2021 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	AlphaCentric Income Opportunities Fund (IOFIX)	4.3010483	18.20792523	3.81347621	0.0637481328	4177.68	1.49
2	Invesco Senior Floating Rate Fund (OOSAX)	2.88116273	12.73150732	0.26656793	0.0227133671	3748.98	1.14
3	American Beacon Frontier Markets Income Fund (AGEYX)	2.82579734	14.50160823	8.09885811	0.0684076711	495.38	1.15
4	Touchstone Credit Opportunities Fund (TARBX)	2.82421725	17.06770008	7.82691666	0.0669530066	277.27	0.83
5	DFA Global Core Plus Real Return Portfolio (DFAAX)	2.44171598	N/A	N/A	N/A	263.07	0.3
6	Deer Park Total Return Credit Fund (DPFNX)	2.40991469	9.08752	4.00835903	0.0560594781	824.85	1.93
7	SilverPepper Merger Arbitrage (SPAIX)	2.33208955	5.07662835	1.17078721	0.0135793639	10.62	2.98
8	Lord Abbett Inflation Focused Fund (LIFIX)	2.31748083	14.9360378	5.36628028	0.047978393	2849.92	0.5
9	Destinations Low Duration Fixed Income Fund (DLDFX)	2.16792943	7.14921835	3.44063436	N/A	568.36	0.95
10	Franklin Floating Rate Daily Access Fund (FAFRX)	2.13675187	10.83826559	1.1726277	0.0219460204	1347.9	0.96
11	DFA Inflation Protected Securities Portfolio (DIPSX)	2.04250584	5.22334556	7.80226586	0.043898112	7057.95	0.11
12	CrossingBridge Low Duration High Yield Fund (CBLDX)	2.02482447	9.35951032	4.51849875	N/A	325.01	0.91
13	PIMCO Lg-Tr Real Return Fund (PRAIX)	2.0119366	3.63087191	13.52340605	0.0750356112	469.36	0.6
14	PIMCO Fixed Income SHares Series R (FXIRX)	1.98227735	7.2061595	9.82981793	0.0627645607	231.59	0.26
15	Eaton Vance Short Duration Inflation-Pro Inc (EIRRX)	1.96421663	9.6389374	5.10861193	0.0396424571	372.94	0.65
16	American Century Inflation Adjusted Bond Fund (ACITX)	1.95924765	5.89109015	6.91297047	0.0391017519	3658.09	0.47
17	Great-West Inflation-Protected Securities Fd (MXIOX)	1.93199656	5.92515514	5.92406914	N/A	495.54	0.35
18	DFA LTIP Portfolio (DRXIX)	1.89608689	2.40781848	13.72196878	0.069517932	374.68	0.15
19	Fidelity Inflation-Protected Bond Index Fund (FIPDX)	1.78094421	5.17777551	7.36043565	0.0423167114	10501.8	0.05
20	MassMutual Premier Inflation-Prot & Inc Fund (MIPSX)	1.77462289	6.01496662	7.51801542	0.0447161875	372.38	0.57
21	AB Bond Inflation Strategy (ABNOX)	1.76979624	7.41565399	7.01387313	0.0443647633	928.81	0.75
22	Great-West Core Strategies Inflation-Prot Sec (MXEGX)	1.76151762	6.04359092	6.17879388	N/A	10.98	0.35
23	Fidelity Flex Inflation-Protected Bond Index Fund (FBUIX)	1.74216618	5.15337619	7.39366823	N/A	9.25	0
24	American Funds Inflation Linked Bond Fund (BFIAX)	1.73357664	4.3143281	7.83233815	0.0444831106	12438.66	0.7
25	Eaton Vance High Income Opportunities Fund (ECHIX)	1.71942527	12.65319734	5.60106471	0.0493361484	727.54	1.68
26	Regan Total Return Income Fund (RCIRX)	1.71375601	N/A	N/A	N/A	51.59	1.31
27	American Funds Strategic Bond Fund (ANBAX)	1.71186018	1.4836849	8.9282857	0.0525741572	9663.14	0.78
28	Schwab Treasury Inflation Protected Sec Index Fund (SWRSX)	1.69758065	5.07813434	7.34455016	0.0425519665	2400.47	0.05
29	PGIM TIPS Fund (PQTSX)	1.67442849	4.9623347	7.00783342	N/A	80.82	0.4
30	Semper MBS Total Return Fund (SEMMX)	1.67397232	12.33931537	1.27659688	0.0308355502	1208.93	0.77
31	Pioneer Securitized Income Fund (SYFFX)	1.65855375	21.07205839	N/A	N/A	22.49	0.65
32	DFA Municipal Real Return Portfolio (DMREX)	1.65334583	6.7604436	4.63297055	0.0311202614	1105.04	0.25
33	T Rowe Price Inflation Protected Bond Fund (PRIPX)	1.64917541	5.26104721	7.48894375	0.0419280991	672.45	0.4
34	American Century Short Duration Inf Prot Bond (APOIX)	1.64233577	6.60661981	4.70743172	0.030550117	2906.46	0.57
35	Fidelity Series Inflation-Protected Bond Idx Fd (FSIPX)	1.63785259	5.69474231	6.35227684	0.0374679066	14360.91	0
36	Goldman Sachs Inflation Protected Secs Fd (GSIPX)	1.63511698	4.86753757	6.94158124	0.0401729654	543.57	0.34
37	Nationwide Inflation-Protected Securities Fd (NIFIX)	1.63344679	4.64256504	7.14203621	0.0411332553	258.53	0.3
38	BlackRock Inflation Protected Bond Port (BPRIX)	1.63008489	5.49757378	7.56433958	0.0437681321	2853.82	0.44
39	Vanguard Inflation-Protected Securities Fund (VIPSX)	1.62870945	4.93576176	7.16382108	0.0404746135	38947.32	0.2
40	TIAA-CREF Inflation-Linked Bond Fund (TIILX)	1.61171084	5.33256149	6.10204275	0.0355835035	3742.55	0.25
41	PIMCO Real Return Fund (PRRIX)	1.59019518	5.56620074	7.6178541	0.0459185253	11726.99	0.47
42	Hartford Inflation Plus Fund (HIPAX)	1.58844133	5.63308042	6.07107472	0.0358744531	556.43	0.86
43	Fidelity Series Floating Rate High Income Fund (FFHCX)	1.57277847	9.44117945	4.73593514	0.0508060139	286.16	0
44	PF Inflation Managed Fund	1.56709109	5.59234646	7.5088722	0.0450483224	33.25	1.08
45	Principal Inflation Protection Fund (PIPIX)	1.56087409	4.89147104	6.94650057	0.0404051406	1495.27	0.39
46	Virtus AllianzGI Preferred Sec & Inc Fd (ARISX)	1.53633018	17.3232619	9.01937157	N/A	23.09	0.5
47	Cohen & Steers Preferred Securities and In SMA Shs (PISHX)	1.5284736	12.45427477	N/A	N/A	358.32	0.01
48	DFA California Municipal Real Return Portfl (DCARX)	1.50649946	6.24336385	3.57913839	N/A	208.65	0.29
49	JPMorgan Inflation Managed Bond Fund (JRBSX)	1.5029929	5.82844606	5.04396669	0.0324029387	1373.85	0.55
50	SEI Inst Inv High Yield Bond Fund (SGYAX)	1.49106433	17.73443463	7.52345417	0.073159906	2782.24	0.56

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias. Data through Sept. 30, 2021.

Top 25 fixed income funds ranked by largest Inflows

	Name	3-Month Portfolio 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 International Bond II Index Fd (VTILX)	6038.85	0.03447736	N/A	N/A	N/A	70521.04	0.0007
2	Strategic Advisers Fidelity Core Income Fund (FIWGX)	4584.37	0.23667229	1.45178944	N/A	N/A	42426.32	0.0023
3	PIMCO Income Fund (PIMIX)	3625.66	0.57981171	6.99767592	0.0565266046	0.0534411791	144570.15	0.0062
4	BlackRock Strategic Income Opps Port (BSIIX)	2899.98	-0.07325209	5.34166356	0.051307272	0.0426501944	44052.72	0.0075
5	Lord Abbett Short Duration Income Fund (LALDX)	2290.26	0.08660384	2.9352364	0.0329449768	0.0263563958	62892.74	0.0059
6	Strategic Advisers Municipal Bond Fund (FSMUX)	2264.07	-0.70292247	N/A	N/A	N/A	2263.93	0.0047
7	Fidelity Strategic Advisers Core Income Fund (FPCIX)	2243.16	0.21707779	1.08473487	0.0618366682	0.0387772989	46833.62	0.0039
8	Vanguard Ultra-Short-Term Bond Fund (VUSFX)	2083.13	0.0749855	0.68113612	0.0220452762	0.018802513	21888.97	0.001
9	American Funds Bond Fund of America (ABNDX)	2032.08	0.17485759	0.26821702	0.0626382848	0.0346686184	75698.4	0.0057
10	Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX)	2030.15	0.37781771	-10.33323765	0.0935253106	0.0333615876	3466.96	0.0003
11	Vanguard Limited-Term Tax-Exempt Fund (VMLTX)	2016.94	-0.07664985	0.94570642	0.0286206133	0.0190182025	38893.8	0.0017
12	PIMCO Total Return Fund (PTTRX)	1981.41	0.3015071	0.28407105	0.0584305877	0.036474208	71330	0.0047
13	PIMCO Low Duration Income Fund (PFIIX)	1893.99	0.46108607	5.89615344	0.0450702786	0.0474801161	10129.61	0.0054
14	Vanguard Intermediate-Term Tax-Exempt Fund (VWITX)	1893.23	-0.31072472	2.21109019	0.0471514665	0.0293181576	87878.77	0.0017
15	Fidelity US Bond Index Fund (FXNAX)	1807.21	0.0195289	-0.93922089	0.0535213463	0.0288397367	59888.52	0.00025
16	Lord Abbett Bond Debenture Fund (LBNDX)	1752.3	0.11002696	9.50644107	0.0615576981	0.059832634	26676.09	0.0078
17	Dodge & Cox Income Fund (DODIX)	1741.74	0.0970725	1.98520683	0.0622079937	0.0419096871	72266.39	0.0042
18	Guggenheim Total Return Bond Fund (GIBIX)	1512.88	0.3090355	2.59710975	0.0656294788	0.0497675198	27167.3	0.0051
19	Vanguard Inflation-Protected Securities Fund (VIPSX)	1395.6	1.62870945	4.93576176	0.0716382108	0.0404746135	38947.32	0.002
20	Fidelity Series 5+ Year Inflation-Protected Bd Idx (FSTDX)	1351.34	N/A	N/A	N/A	N/A	1342.56	0
21	Federated Hermes Ultrashort Bond Fund (FULIX)	1323.9	0.1799318	1.22081598	0.023065429	0.0209124272	9462.23	0.0037
22	Baird Aggregate Bond Fund (BAGIX)	1307.71	0.10680558	-0.30570773	0.0595170505	0.034509856	37067.9	0.003
23	JPMorgan Short Duration Bond Fund (HLLVX)	1290.65	0.13088886	1.16062251	0.0337206077	0.0210705267	11931.84	0.0034
24	TIAA-CREF Core Bond Fund (TIBDX)	1250.94	0.10804953	0.99197832	0.0579472153	0.034809947	10633.81	0.0029
25	JPMorgan Income Fund (JMSIX)	1229.79	0.34074109	7.51073651	0.0590869695	0.0484535916	13395.69	0.0041

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias. Data through Sept. 30, 2021.

Top 25 fixed income funds ranked by largest outflows

	Name	3-Month Portfolio 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	PGIM Total Return Bond Fund (PDBAX)	-2256.87	-0.10283366	0.52732154	0.0586929834	0.0365687302	58383.05	0.0076
2	MetWest Total Return Bond Fund (MWTRX)	-2092.42	0.1653856	0.01888862	0.0590476374	0.0329325914	87746.15	0.0067
3	Fidelity Series Inflation-Protected Bond Idx Fd (FSIPX)	-1685.25	1.63785259	5.69474231	0.0635227684	0.0374679066	14360.91	0
4	Principal Short-Term Income Fund (SRHQX)	-1353.57	-0.03489651	0.16992413	0.028208952	0.0205565831	4244.67	0.0066
5	Templeton Global Bond Fund (TPINX)	-1274.95	-1.98096691	-3.86754484	-0.0229761005	0.0055148304	10001.07	0.0092
6	Fidelity Series Investment Grade Bond Fund (FSIGX)	-1188.49	0.25175811	1.4257807	0.0663400714	0.0402841867	39918.24	0
7	Payden Limited Maturity Fund (PYLMX)	-1066.89	0.02283756	0.88999587	0.0188002627	0.0181300286	2255.23	0.0025
8	Morgan Stanley Inst Ultra-Short Income Ptf (MUAIX)	-1015.71	0.00756125	-0.02810407	0.0105591688	0.0113899688	12875.03	0.0045
9	Fidelity Strategic Advisers Income Opptys Fd (FPIOX)	-921.23	0.95949543	11.23483369	0.0619187475	0.0615910235	6146.44	0.0052
10	PIMCO Real Return Fund (PRRIX)	-839.52	1.59019518	5.56620074	0.076178541	0.0459185253	11726.99	0.0047
11	Vanguard GNMA Fund (VFIIX)	-837.86	0.11611481	-0.16244388	0.0357651401	0.0193326566	24042.89	0.0021
12	T Rowe Price Limited Duration Inflation Foc Bd (TRBFX)	-733.35	1.48423006	6.62688595	0.0515911247	0.0318551861	9152.15	0.0039
13	JPMorgan Core Bond Fund (WOBDX)	-634.1	0.01125191	0.05958437	0.0563479027	0.0316727343	35202.25	0.005
14	Fidelity Series Long-Term Treasury Bond Fund (FTLTX)	-624.89	0.37787066	-10.10718082	0.0910492837	0.0315667699	11008.23	0
15	BlackRock Core Bond Portfolio (BFMCX)	-611.95	0.0864127	-0.04521837	0.058658269	0.032631209	4322.91	0.0045
16	Eaton Vance Short Duration Government Income Fd (EALDX)	-581.77	0.11865668	0.37790347	0.0162812694	0.0174863674	10483.79	0.0082
17	DoubleLine Total Return Bond Fund (DBLTX)	-575.93	0.36770171	0.84620664	0.0402008202	0.027796832	48922.49	0.005
18	T Rowe Price New Income Fund (PRCIX)	-574.75	0.26260332	1.12207088	0.0509772248	0.0285472647	21053.47	0.0051
19	SEI Inst Inv Long Duration Credit Fund (SLDAX)	-556.19	-0.11557451	0.02117721	0.1067745151	0.0605662734	3997.63	0.0037
20	BlackRock Short Obligations Fund (BBSOX)	-467.25	-0.01983107	0.19669147	0.0169209309	0.0165636704	4228.31	0.003
21	JPMorgan Mortgage-Backed Securities Fund (OMBIX)	-452.52	0.12497031	0.92216076	0.0482569985	0.0310536179	5119.01	0.004
22	Franklin US Government Securities Fund (FKUSX)	-451.8	0.06016777	-0.88636819	0.0299721099	0.013691706	4355.02	0.0079
23	Fidelity SAI High Income Fund (FSHGX)	-441.98	0.79927762	N/A	N/A	N/A	3595.94	0.0057
24	Western Asset Inflation Indexed Plus Bond Fund (WAIIX)	-426.39	1.18628039	4.68815456	0.070481825	0.0408587466	101.05	0.0035
25	Western Asset Short-Term Bond Fund (SBSTX)	-422.62	0.06129121	1.17233933	0.0296061179	0.0223085135	660.93	0.0071

Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias. Data through Sept. 30, 2021.

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