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% | — | 1.98% | — | 0.020% | 4.81 Bil | |
| iShares US Intermediate Credit Bond Idx
BICBX
| — | 4.06% | — | 5.68% | — | — | 3.15 Bil | |
| iShares US Aggregate Bond Index K
WFBIX
| 4.20% | 3.48% | 5.98 | 2.08% | −2.96% | 0.050% | 2.79 Bil | |
| iShares US Aggregate Bond Index Inv P
BMOPX
| 3.74% | 3.18% | 5.98 | 1.77% | −3.24% | 0.350% | 2.79 Bil | |
| iShares US Aggregate Bond Index Inv A
BMOAX
| 3.90% | 3.18% | 5.98 | 1.88% | −3.23% | 0.350% | 2.79 Bil | |
| iShares US Aggregate Bond Index Instl
BMOIX
| 4.15% | 3.42% | 5.98 | 2.14% | −2.98% | 0.100% | 2.79 Bil | |
| iShares Government/Credit Bond ETF
GBF
| 4.71% | 3.68% | 6.17 | 2.09% | −3.25% | 0.200% | 215.51 Mil | |
| iShares ESG U.S. Aggregate Bond ETF
EAGG
| 4.66% | 3.65% | 6.01 | 1.98% | −3.10% | 0.100% | 3.34 Bil | |
| iShares Core US Aggregate Bond ETF
AGG
| 4.64% | 3.44% | 5.99 | 2.12% | −2.98% | 0.030% | 109.70 Bil | |
| iShares CMBS ETF
CMBS
| 4.08% | 3.10% | 4.10 | 4.63% | −2.10% | 0.250% | 430.41 Mil | |
| WisdomTree Yield Enhanced US Aggt Bd ETF
AGGY
| 4.91% | 4.19% | 6.21 | 3.55% | −3.21% | 0.120% | 906.25 Mil | |
| Western Asset Intermediate Bond R
WATRX
| 3.86% | 2.75% | 4.23 | 2.75% | −2.86% | 1.150% | 687.21 Mil | |
| Western Asset Intermediate Bond IS
WABSX
| 4.55% | 3.39% | 4.23 | 3.46% | −2.20% | 0.440% | 687.21 Mil | |
| Western Asset Intermediate Bond I
WATIX
| 4.42% | 3.29% | 4.23 | 3.46% | −2.28% | 0.550% | 687.21 Mil | |
| Western Asset Intermediate Bond A
WATAX
| 4.06% | 3.12% | 4.23 | 3.16% | −2.50% | 0.760% | 687.21 Mil | |
| Western Asset Core Bond R
WABRX
| 4.01% | 3.09% | 6.76 | 1.15% | −5.10% | 1.120% | 12.73 Bil | |
| Western Asset Core Bond IS
WACSX
| 4.72% | 3.74% | 6.76 | 1.75% | −4.43% | 0.420% | 12.73 Bil | |
| Western Asset Core Bond I
WATFX
| 4.70% | 3.71% | 6.76 | 1.81% | −4.44% | 0.450% | 12.73 Bil | |
| Western Asset Core Bond FI
WAPIX
| 4.30% | 3.39% | 6.76 | 1.38% | −4.80% | 0.800% | 12.73 Bil | |
| Western Asset Core Bond C1
LWACX
| 3.70% | 2.90% | 6.76 | 0.93% | −5.25% | 1.350% | 12.73 Bil | |
| Western Asset Core Bond A
WABAX
| 4.16% | 3.38% | 6.76 | 1.45% | −4.79% | 0.810% | 12.73 Bil | |
| Voya US Bond Index Port I
ILBAX
| 4.45% | 3.72% | 6.04 | 1.65% | −3.29% | 0.360% | 1.57 Bil | |
| Virtus Seix Core Bond R6
STGZX
| 4.79% | 3.85% | — | 1.69% | −3.22% | 0.360% | 46.36 Mil | |
| Virtus Seix Core Bond I
STIGX
| 4.65% | 3.72% | — | 1.54% | −3.35% | 0.500% | 46.36 Mil | |
| Virtus Seix Core Bond A
STGIX
| 4.34% | 3.59% | — | 1.40% | −3.49% | 0.640% | 46.36 Mil |