Core Plus Bond Funds
Core-plus bond funds invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt. However, they generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging-markets debt, and non-U.S. currency 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 Yield Optimized Bond ETF
BYLD
| 5.36% | 4.85% | 4.77 | 7.80% | −0.67% | 0.190% | 198.55 Mil | |
| iShares USD Systematic Bond ETF
USBF
| — | 4.62% | 5.85 | 5.90% | — | 0.180% | 12.52 Mil | |
| iShares U.S. Fixed Inc Bal Rsk Sysmc ETF
FIBR
| 5.43% | 4.72% | 3.04 | 8.77% | −1.68% | 0.250% | 68.76 Mil | |
| iShares ESG Advanced Ttl USD Bd Mrkt ETF
EUSB
| — | 3.34% | 5.66 | 5.27% | −2.72% | 0.120% | 638.96 Mil | |
| iShares Core Total USD Bond Market ETF
IUSB
| 4.95% | 3.73% | 5.77 | 5.52% | −2.67% | 0.060% | 28.51 Bil | |
| iShares Core 5-10 Year USD Bond ETF
IMTB
| 4.75% | 4.32% | 5.90 | 5.71% | −2.68% | 0.060% | 196.36 Mil | |
| abrdn Infrastructure Debt Fund Instl Svc
CGFIX
| 5.45% | 5.19% | — | 7.63% | −3.71% | 0.790% | 24.02 Mil | |
| abrdn Infrastructure Debt Fund Instl
AGCIX
| 5.55% | 5.10% | — | 7.77% | −3.57% | 0.670% | 24.02 Mil | |
| abrdn Infrastructure Debt Fund A
CUGAX
| 5.03% | 4.72% | — | 7.40% | −3.94% | 1.060% | 24.02 Mil | |
| WisdomTree Voya Yld Enh USD Unvsl Bd Fd
UNIY
| 5.00% | 4.55% | — | 5.66% | — | 0.150% | 1.29 Bil | |
| WisdomTree Mortgage Plus Bond
MTGP
| 3.93% | 3.44% | 5.81 | 5.12% | −2.72% | 0.450% | 47.73 Mil | |
| WisdomTree Bianco Fixed Inc Ttl Ret ETF
WTBN
| 3.77% | — | 6.77 | — | — | 0.540% | 5.47 Mil | |
| Western Asset Total Return ETF
WBND
| 5.09% | 4.37% | 6.40 | 4.34% | −6.73% | 0.450% | 37.96 Mil | |
| Western Asset Mortgage Total Ret IS
LMBSX
| 5.09% | 5.09% | 6.30 | 6.18% | −2.84% | 0.560% | 404.99 Mil | |
| Western Asset Mortgage Total Ret I
SGSYX
| 4.96% | 4.99% | 6.30 | 6.08% | −2.89% | 0.660% | 404.99 Mil | |
| Western Asset Mortgage Total Ret C1
SGSLX
| 3.90% | 4.10% | 6.30 | 5.01% | −4.04% | 1.750% | 404.99 Mil | |
| Western Asset Mortgage Total Ret C
LWMSX
| 4.00% | 4.03% | 6.30 | 5.06% | −3.84% | 1.640% | 404.99 Mil | |
| Western Asset Mortgage Total Ret A
SGVAX
| 4.51% | 4.69% | 6.30 | 5.76% | −3.18% | 0.960% | 404.99 Mil | |
| Western Asset Mortgage Total Ret 1
SGVSX
| 4.94% | 4.94% | 6.30 | 6.03% | −2.93% | 0.710% | 404.99 Mil | |
| Western Asset Core Plus Bond R
WAPRX
| 4.64% | 3.96% | 7.00 | 3.60% | −5.83% | 1.110% | 18.98 Bil | |
| Western Asset Core Plus Bond IS
WAPSX
| 5.34% | 4.66% | 7.00 | 4.32% | −5.19% | 0.420% | 18.98 Bil | |
| Western Asset Core Plus Bond I
WACPX
| 5.32% | 4.63% | 7.00 | 4.29% | −5.22% | 0.450% | 18.98 Bil | |
| Western Asset Core Plus Bond FI
WACIX
| 4.92% | 4.26% | 7.00 | 3.90% | −5.56% | 0.800% | 18.98 Bil | |
| Western Asset Core Plus Bond C1
LWCPX
| 2.94% | 3.71% | 7.00 | 3.11% | −6.02% | 1.310% | 18.98 Bil | |
| Western Asset Core Plus Bond C
WAPCX
| 4.24% | 3.58% | 7.00 | 3.09% | −6.24% | 1.510% | 18.98 Bil |