| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| TIAA-CREF Social Choice Bond Fund Inst (TSBIX) | $442.9 | 4.38% | N/A | N/A | 0.40% |
| BlackRock Total Return Fund BlackRock (MPHQX) | $6,277.4 | 3.76% | 4.84% | 5.74% | 0.54% |
| SEI Inst Inv Core Fixed Income Fund A (SCOAX) | $5,590.3 | 3.26% | 3.05% | 5.11% | 0.36% |
| Principal Bond Market Index Fund Institutional (PNIIX) | $1,266.4 | 3.11% | 1.82% | 3.61% | 0.26% |
| Vanguard Intermediate-Term Bond Index Fund Inv (VBIIX) | $19,429.3 | 3.10% | 2.18% | 5.14% | 0.20% |
| Western Asset Core Bond Fund I (WATFX) | $3,888.1 | 3.08% | 3.09% | 5.22% | 0.45% |
| PF Managed Bond Fund P | $534.4 | 3.06% | 2.76% | 3.96% | 0.55% |
| Baird Aggregate Bond Fund Institutional (BAGIX) | $5,682.0 | 3.04% | 3.25% | 5.07% | 0.30% |
| DFA Intermediate-Term Extended Quality Port Inst (DFTEX) | $2,605.2 | 3.03% | 2.70% | N/A | 0.22% |
| Transamerica Core Bond I2 | $923.8 | 2.95% | 2.19% | 4.03% | 0.51% |
| Bottom 5 | |||||
| Prudential Core Bond Fund Z (TAIBX) | $110.1 | -0.46% | 0.47% | 3.10% | 0.45% |
| Federated Short-Intermediate Tot Ret Bd Fund Inst (FGCIX) | $250.5 | 0.85% | 2.16% | 3.31% | 0.36% |
| MainStay Total Return Bond Fund I (MTMIX) | $1,714.4 | 1.07% | 2.85% | 4.85% | 0.60% |
| Dreyfus Intermediate Term Income Fund A (DRITX) | $976.4 | 1.30% | 2.34% | 4.37% | 0.89% |
| Hartford Total Return Bond Fund A (ITBAX) | $1,886.4 | 1.31% | 2.40% | 3.97% | 0.87% |
| Classification total/average | $599,822.0 | 1.94% | 2.18% | 3.96% | 0.81% |
| Barclays U.S. Aggregate Bond Total Return | 2.54% | 1.84% | 3.75% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund (FAGIX) | $11,120.1 | 6.22% | 10.96% | 10.02% | 0.71% |
| Fidelity Advisor High Income Advantage Fund T (FAHYX) | $2,114.4 | 5.15% | 10.44% | 10.04% | 1.01% |
| Artisan High Income Fund;Investor (ARTFX) | $692.4 | 5.14% | N/A | N/A | 1.11% |
| Buffalo High Yield Fund (BUFHX) | $262.3 | 4.18% | 6.91% | 7.45% | 1.02% |
| Lord Abbett High Yield Fund A (LHYAX) | $4,413.0 | 3.85% | 9.85% | 9.79% | 0.94% |
| Federated High Yield Trust Svc (FHYTX) | $765.6 | 3.63% | 11.17% | 10.96% | 0.99% |
| Lazard US Corporate Income Portfolio Inst (LZHYX) | $228.6 | 3.53% | 7.10% | 7.97% | 0.55% |
| MainStay Short Duration High Yield Fund I (MDHIX) | $452.3 | 3.50% | N/A | N/A | 0.76% |
| John Hancock US High Yield Bond Fund NAV | $385.7 | 3.42% | 7.32% | 7.96% | 0.77% |
| Columbia Income Opportunities Fund A (AIOAX) | $3,316.1 | 3.34% | 7.52% | 8.72% | 1.13% |
| Bottom 5 | |||||
| Third Avenue Focused Credit Fund Inst (TFCIX) | $2,461.4 | -15.22% | 6.85% | 6.51% | 0.88% |
| Western Asset Global High Yield Bond Fund A (SAHYX) | $415.7 | -3.10% | 6.81% | 7.49% | 1.14% |
| Pax World High Yield Bond Fund Investor (PAXHX) | $548.4 | -2.68% | 5.68% | 6.52% | 0.97% |
| John Hancock Focused High Yield Fund B (TSHYX) | $497.4 | -2.54% | 8.42% | 6.25% | 1.75% |
| Pioneer Global High Yield Fund A (PGHYX) | $1,215.6 | -2.44% | 6.28% | 6.67% | 1.13% |
| Classification total/average | $268,119.4 | 0.83% | 7.34% | 8.18% | 1.12% |
| Barclays U.S. High Yield 2% Issuer Cap Total Return | 1.79% | 8.24% | 9.20% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Semper MBS Total Return Fund Inst (SEMMX) | $186.2 | 6.08% | N/A | N/A | 0.76% |
| Spirit of America Income Fund A (SOAIX) | $215.0 | 5.75% | 4.65% | 7.33% | 1.10% |
| Angel Oak Multi-Strategy Income Fund A (ANGLX) | $3,937.5 | 5.19% | 8.30% | N/A | 1.45% |
| PIMCO Income Fund;Institutional (PIMIX) | $44,877.2 | 4.68% | 9.78% | 11.04% | 0.45% |
| Lord Abbett Bond-Debenture Fund A (LBNDX) | $9,778.5 | 4.26% | 8.53% | 8.85% | 0.81% |
| ASTON/DoubleLine Core Plus Fixed Income Fund I (ADLIX) | $363.8 | 3.57% | 3.87% | N/A | 0.71% |
| BlackRock Allocation Target Shares Series M (BRAMX) | $534.9 | 3.43% | 3.01% | 5.68% | 0.02% |
| Eaton Vance Short Duration Strategic Income Fund B (EVSGX) | $2,508.6 | 3.14% | 3.82% | 3.41% | 1.93% |
| PIMCO Fixed Income SHares Series C (FXICX) | $1,844.9 | 3.04% | 4.53% | 7.32% | 0.01% |
| John Hancock Strategic Income Opportunities Fund NAV | $5,019.9 | 2.97% | 6.35% | 7.03% | 0.67% |
| Bottom 5 | |||||
| USAA Flexible Income Fund Adviser (UAFIX) | $168.3 | -1.89% | N/A | N/A | 1.16% |
| PIMCO Floating Income Fund Institutional (PFIIX) | $758.7 | -1.69% | 4.71% | 3.65% | 0.55% |
| Russell Global Opportunistic Credit Fund S (RGCSX) | $1,987.2 | -1.59% | 4.84% | N/A | 0.89% |
| Great-West Loomis Sayles Bond Fund Initial (MXLMX) | $789.8 | -1.01% | 7.19% | 8.06% | 0.90% |
| Eaton Vance Bond Fund I (EVBIX) | $1,913.7 | -0.92% | N/A | N/A | 0.69% |
| Classification total/average | $176,977.2 | 1.07% | 4.79% | 5.80% | 1.12% |
| Barclays U.S. Aggregate Bond Total Return | 2.54% | 1.84% | 3.75% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Nuveen All-American Municipal Bond Fund A (FLAAX) | $2,493.7 | 5.02% | 4.12% | 6.10% | 0.72% |
| Clearwater Tax-Exempt Bond Fund (QWVQX) | $509.7 | 4.95% | 4.92% | 6.30% | 0.66% |
| Oppenheimer Rochester AMT-Free Municipal Fund A (OPTAX) | $2,016.6 | 4.77% | 5.32% | 7.72% | 1.05% |
| Wells Fargo Advantage CoreBuilder Shares - Srs M (WFCMX) | $277.7 | 4.37% | 5.57% | 7.54% | 0.00% |
| Lord Abbett National Tax Free Fund A (LANSX) | $1,817.0 | 4.30% | 3.91% | 5.62% | 0.78% |
| Sit Tax-Free Income Fund (SNTIX) | $163.0 | 4.26% | 4.21% | 5.45% | 0.90% |
| Eaton Vance Municipal Opportunities Fund I (EMOIX) | $266.9 | 4.19% | 4.20% | N/A | 0.75% |
| Principal Tax-Exempt Bond Fund A (PTEAX) | $231.1 | 4.18% | 3.54% | 4.97% | 0.81% |
| Columbia AMT-Free Tax-Exempt Bond Fund A (INTAX) | $607.2 | 4.17% | 4.04% | 5.57% | 0.83% |
| Lord Abbett AMT Free Municipal Bond Fund A (LATAX) | $153.6 | 4.14% | 3.30% | N/A | 0.60% |
| Bottom 5 | |||||
| JPMorgan Tax Aware Income Opportunities Fund A (JTAAX) | $423.2 | 0.04% | 0.60% | N/A | 0.75% |
| Manning & Napier Diversified Tax Exempt Series (EXDVX) | $400.2 | 0.14% | 0.41% | 1.75% | 0.59% |
| Old Westbury Municipal Bond Fund (OWMBX) | $1,311.0 | 0.49% | 0.70% | 1.90% | 0.60% |
| Brown Advisory Tax Exempt Bond Fund Inv (BIAEX) | $225.0 | 0.69% | N/A | N/A | 0.53% |
| Calvert Tax-Free Bond Fund A (CTTLX) | $140.6 | 1.07% | 1.95% | 3.17% | 0.93% |
| Classification total/average | $119,695.1 | 3.00% | 3.04% | 4.61% | 1.00% |
| Barclays Municipal Bond Total Return | 2.95% | 2.94% | 4.46% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| American Funds Inflation Linked Bond Fund A (BFIAX) | $985.3 | -0.20% | N/A | N/A | 0.79% |
| Nuveen Inflation Protected Securities Fund I (FYIPX) | $375.9 | -0.88% | -0.90% | 3.72% | 0.58% |
| DFA Inflation Protected Securities Portfolio Inst (DIPSX) | $2,934.7 | -1.02% | -1.28% | 3.82% | 0.12% |
| Fidelity Spartan Infl-Protected Bd Idx Fund FA (FSIYX) | $261.2 | -1.11% | -1.29% | N/A | 0.10% |
| T Rowe Price Inflation Protected Bond Fund (PRIPX) | $401.5 | -1.14% | -1.39% | 3.13% | 0.50% |
| Vanguard Inflation-Protected Securities Fund Inv (VIPSX) | $25,627.3 | -1.16% | -1.38% | 3.41% | 0.20% |
| HC Inflation Protected Securities Portfolio HC Str (HCPBX) | $521.4 | -1.18% | N/A | N/A | 0.16% |
| TIAA-CREF Inflation-Linked Bond Fund;Institutional (TIILX) | $2,049.6 | -1.19% | -1.42% | 3.33% | 0.27% |
| Schwab Treasury Inflation Protected Sec Index Fund (SWRSX) | $264.9 | -1.21% | -1.41% | 3.23% | 0.19% |
| Nationwide Inflation-Protected Securities Fund Inst (NIFIX) | $211.4 | -1.22% | N/A | N/A | 0.30% |
| Bottom 5 | |||||
| Lord Abbett Inflation Focused Fund A (LIFAX) | $851.5 | -5.42% | 0.00% | N/A | 0.75% |
| Columbia Inflation Protected Securities Fund A (APSAX) | $207.6 | -4.67% | -2.10% | 2.58% | 0.85% |
| Franklin Real Return Fund A (FRRAX) | $347.6 | -4.07% | 1.10% | 1.86% | 0.92% |
| PIMCO Fixed Income SHares Series R (FXIRX) | $193.7 | -2.70% | -0.26% | 6.66% | 0.07% |
| PF Inflation Managed Fund P | $118.2 | -2.56% | -1.77% | 3.34% | 0.54% |
| Classification total/average | $84,013.1 | -2.01% | -1.40% | 2.69% | 0.83% |
| Barclays U.S. TIPS Total Return | -1.04% | -1.17% | 3.57% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| DoubleLine Floating Rate Fund I (DBFRX) | $347.9 | 3.80% | N/A | N/A | 0.75% |
| Guggenheim Floating Rate Strategies Fund Inst (GIFIX) | $1,493.8 | 3.65% | 6.49% | N/A | 0.80% |
| T Rowe Price Institutional Floating Rate Fund (RPIFX) | $3,368.0 | 3.51% | 5.20% | 5.55% | 0.56% |
| Credit Suisse Floating Rate High Income Fund A (CHIAX) | $1,901.2 | 3.34% | 4.93% | N/A | 1.02% |
| Voya Floating Rate Fund I (IFRIX) | $976.2 | 3.27% | 5.04% | N/A | 0.76% |
| BlackRock Secured Credit Portfolio Investor A (BMSAX) | $293.2 | 3.23% | 5.43% | 5.78% | 0.97% |
| Dreyfus Floating Rate Income Fund Y (DFLYX) | $515.8 | 3.08% | N/A | N/A | 0.80% |
| Payden Floating Rate Fund SI (PYFIX) | $175.2 | 3.06% | N/A | N/A | 0.65% |
| Transamerica Floating Rate I2 | $275.8 | 3.04% | N/A | N/A | 0.81% |
| T Rowe Price Floating Rate Fund (PRFRX) | $498.1 | 3.03% | 4.55% | N/A | 0.86% |
| Bottom 5 | |||||
| Hartford Floating Rate High Income Fund A (HFHAX) | $464.2 | 0.55% | 5.47% | N/A | 1.07% |
| Hartford Floating Rate Fund C (HFLCX) | $5,296.7 | 0.57% | 3.67% | 4.35% | 1.71% |
| First Investors Floating Rate Fund A (FRFDX) | $107.1 | 0.61% | N/A | N/A | 1.10% |
| RS Floating Rate Fund Y (RSFYX) | $1,704.1 | 0.74% | 4.62% | 5.24% | 0.78% |
| John Hancock II Floating Rate Income Fund NAV | $3,203.8 | 1.13% | 4.69% | 5.65% | 0.72% |
| Classification total/average | $112,458.8 | 2.02% | 4.73% | 5.10% | 1.14% |
| S&P/LSTA Leveraged Loan Total Return | 2.76% | 5.31% | 5.48% |
Assets as of April 30, returns as of June 2. Distinct classes and funds with $100 million portfolio minimum only. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than the year indicated). *Net prospectus Source: Lipper
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