Core Plus Bond Funds
Core-plus bond funds invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, but 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 | 5.75% | −0.71% | 0.190% | 197.88 Mil | |
| iShares USD Systematic Bond ETF
USBF
| — | 4.62% | 5.85 | 3.35% | — | 0.180% | 12.49 Mil | |
| iShares U.S. Fixed Inc Bal Rsk Sysmc ETF
FIBR
| 5.43% | 4.72% | 3.04 | 7.07% | −1.68% | 0.250% | 68.58 Mil | |
| iShares ESG Advanced Ttl USD Bd Mrkt ETF
EUSB
| — | 3.34% | 5.66 | 2.77% | −2.70% | 0.120% | 636.67 Mil | |
| iShares Core Total USD Bond Market ETF
IUSB
| 5.06% | 3.73% | 5.77 | 2.97% | −2.65% | 0.060% | 28.40 Bil | |
| iShares Core 5-10 Year USD Bond ETF
IMTB
| 4.75% | 4.32% | 5.90 | 2.69% | −2.76% | 0.060% | 195.63 Mil | |
| WisdomTree Voya Yld Enh USD Unvsl Bd Fd
UNIY
| 5.00% | 4.55% | — | 3.23% | — | 0.150% | 1.29 Bil | |
| WisdomTree Mortgage Plus Bond
MTGP
| 3.93% | 3.44% | 5.81 | 2.36% | −2.81% | 0.450% | 47.44 Mil | |
| WisdomTree Bianco Fixed Inc Ttl Ret ETF
WTBN
| 3.77% | — | 6.77 | — | — | 0.540% | 3.70 Mil | |
| Western Asset Total Return ETF
WBND
| 5.09% | 4.37% | 6.40 | 1.50% | −6.87% | 0.450% | 37.87 Mil | |
| Western Asset Mortgage Total Ret IS
LMBSX
| 5.09% | 4.64% | 6.30 | 2.75% | −2.89% | 0.560% | 402.28 Mil | |
| Western Asset Mortgage Total Ret I
SGSYX
| 4.96% | 4.55% | 6.30 | 2.77% | −2.98% | 0.660% | 402.28 Mil | |
| Western Asset Mortgage Total Ret A
SGVAX
| 4.51% | 4.28% | 6.30 | 2.45% | −3.27% | 0.960% | 402.28 Mil | |
| Western Asset Mortgage Total Ret 1
SGVSX
| 4.94% | 4.51% | 6.30 | 2.72% | −3.01% | 0.710% | 402.28 Mil | |
| Western Asset Mortgage Opp Fund Inc
DMO
| — | — | 10.41% | — | 13.13% | 2.87% | — | 137.97 Mil |
| Western Asset Core Plus Bond R
WAPRX
| 4.64% | 3.64% | 7.00 | 0.42% | −5.92% | 1.110% | 18.89 Bil | |
| Western Asset Core Plus Bond IS
WAPSX
| 5.34% | 4.28% | 7.00 | 1.01% | −5.25% | 0.420% | 18.89 Bil | |
| Western Asset Core Plus Bond I
WACPX
| 5.32% | 4.25% | 7.00 | 1.09% | −5.27% | 0.450% | 18.89 Bil | |
| Western Asset Core Plus Bond FI
WACIX
| 4.92% | 3.91% | 7.00 | 0.72% | −5.61% | 0.800% | 18.89 Bil | |
| Western Asset Core Plus Bond C1
LWCPX
| 2.94% | 3.42% | 7.00 | −0.13% | −6.10% | 1.310% | 18.89 Bil | |
| Western Asset Core Plus Bond C
WAPCX
| 4.24% | 3.28% | 7.00 | 0.06% | −6.26% | 1.510% | 18.89 Bil | |
| Western Asset Core Plus Bond A
WAPAX
| 4.76% | 3.91% | 7.00 | 0.72% | −5.60% | 0.820% | 18.89 Bil | |
| Western Asset Bond ETF
WABF
| — | — | 6.93 | — | — | 0.350% | 40.58 Mil | |
| Weitz Core Plus Income Investor
WCPNX
| 5.23% | 5.29% | 5.50 | 3.96% | −0.81% | 0.550% | 2.05 Bil | |
| Weitz Core Plus Income Institutional
WCPBX
| 5.33% | 5.39% | 5.50 | 4.09% | −0.75% | 0.450% | 2.05 Bil |