Core Bond Funds
Core bond funds invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt and hold less than 5% in below-investment-grade exposures.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
|
|---|---|---|---|---|---|---|---|---|
| iShares US Securitized Bond Index
BISBX
| — | 3.68% | — | 4.75% | — | 0.020% | 4.85 Bil | |
| iShares US Intermediate Credit Bond Idx
BICBX
| — | 4.06% | — | 7.31% | — | — | 3.32 Bil | |
| iShares US Aggregate Bond Index K
WFBIX
| 4.20% | 3.48% | 5.98 | 4.74% | −2.99% | 0.050% | 2.82 Bil | |
| iShares US Aggregate Bond Index Inv P
BMOPX
| 3.74% | 3.18% | 5.98 | 4.55% | −3.25% | 0.350% | 2.82 Bil | |
| iShares US Aggregate Bond Index Inv A
BMOAX
| 3.90% | 3.18% | 5.98 | 4.54% | −3.28% | 0.350% | 2.82 Bil | |
| iShares US Aggregate Bond Index Instl
BMOIX
| 4.15% | 3.42% | 5.98 | 4.81% | −3.04% | 0.100% | 2.82 Bil | |
| iShares Government/Credit Bond ETF
GBF
| 4.73% | 3.68% | 6.17 | 4.64% | −3.36% | 0.200% | 216.40 Mil | |
| iShares ESG U.S. Aggregate Bond ETF
EAGG
| 4.66% | 3.65% | 6.01 | 4.66% | −3.13% | 0.100% | 3.35 Bil | |
| iShares Core US Aggregate Bond ETF
AGG
| 4.66% | 3.44% | 5.99 | 4.81% | −3.01% | 0.030% | 109.45 Bil | |
| iShares CMBS ETF
CMBS
| 4.09% | 3.10% | 4.10 | 6.84% | −2.20% | 0.250% | 433.72 Mil | |
| WisdomTree Yield Enhanced US Aggt Bd ETF
AGGY
| 4.91% | 4.19% | 6.21 | 6.12% | −3.28% | 0.120% | 913.19 Mil | |
| Wilmington Broad Market Bond Instl
WIBMX
| — | 3.23% | 5.81 | 4.76% | −2.73% | 0.440% | 608.75 Mil | |
| Wilmington Broad Market Bond A
WABMX
| — | 2.89% | 5.81 | 4.51% | −3.04% | 0.790% | 608.75 Mil | |
| Western Asset Intermediate Bond R
WATRX
| 3.86% | 3.00% | 4.23 | 4.82% | −2.84% | 1.150% | 692.94 Mil | |
| Western Asset Intermediate Bond IS
WABSX
| 4.55% | 3.70% | 4.23 | 5.67% | −2.12% | 0.440% | 692.94 Mil | |
| Western Asset Intermediate Bond I
WATIX
| 4.42% | 3.58% | 4.23 | 5.55% | −2.23% | 0.550% | 692.94 Mil | |
| Western Asset Intermediate Bond C
WATCX
| 3.43% | 2.62% | 4.23 | 4.41% | −3.22% | 1.550% | 692.94 Mil | |
| Western Asset Intermediate Bond A
WATAX
| 4.06% | 3.40% | 4.23 | 5.24% | −2.45% | 0.760% | 692.94 Mil | |
| Western Asset Core Bond R
WABRX
| 4.01% | 3.38% | 6.76 | 4.25% | −5.12% | 1.120% | 12.80 Bil | |
| Western Asset Core Bond IS
WACSX
| 4.72% | 4.08% | 6.76 | 4.99% | −4.43% | 0.420% | 12.80 Bil | |
| Western Asset Core Bond I
WATFX
| 4.70% | 4.05% | 6.76 | 4.85% | −4.50% | 0.450% | 12.80 Bil | |
| Western Asset Core Bond FI
WAPIX
| 4.30% | 3.70% | 6.76 | 4.59% | −4.80% | 0.800% | 12.80 Bil | |
| Western Asset Core Bond C1
LWACX
| 3.70% | 3.16% | 6.76 | 4.02% | −5.25% | 1.350% | 12.80 Bil | |
| Western Asset Core Bond C
WABCX
| 3.64% | 2.99% | 6.76 | 3.75% | −5.50% | 1.510% | 12.80 Bil | |
| Western Asset Core Bond A
WABAX
| 4.16% | 3.69% | 6.76 | 4.48% | −4.82% | 0.810% | 12.80 Bil |