Corporate Bond Funds
Corporate bond funds concentrate on investment-grade bonds issued by corporations in U.S. dollars, which tend to have more credit risk than government or agency-backed bonds. These portfolios hold more than 65% of their assets in corporate debt, less than 40% of their assets in non-U.S. debt, and less than 35% in below-investment-grade debt.
|
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 iBoxx $ Invmt Grade Corp Bd ETF
LQD
| 5.32% | 4.35% | 8.25 | 3.60% | −3.91% | 0.140% | 30.52 Bil | |
| iShares Invm Grd Crp Bd Buywrt Stgy ETF
LQDW
| 4.21% | 17.69% | 8.17 | −1.28% | — | 0.340% | 172.79 Mil | |
| iShares Investment Grade Systmtc Bd ETF
IGEB
| 5.33% | 4.92% | 6.56 | 5.60% | −2.25% | 0.180% | 1.33 Bil | |
| iShares Inflation Hedged Corp Bd ETF
LQDI
| 4.43% | 4.43% | 7.87 | 4.95% | −0.92% | 0.180% | 51.63 Mil | |
| iShares ESG USD Corporate Bond ETF
SUSC
| 5.29% | 4.14% | 6.91 | 4.23% | −3.20% | 0.180% | 1.09 Bil | |
| iShares ESG Advanced Inv Grd Corp Bd ETF
ELQD
| — | 4.04% | 8.15 | 3.55% | — | 0.180% | 12.07 Mil | |
| iShares Broad USD Invm Grd Corp Bd ETF
USIG
| 5.44% | 4.26% | 6.64 | 4.74% | −2.70% | 0.040% | 11.20 Bil | |
| iShares BBB Rated Corporate Bond ETF
LQDB
| — | 4.26% | 6.40 | 5.10% | −2.60% | 0.150% | 33.87 Mil | |
| iShares Aaa - A Rated Corporate Bond ETF
QLTA
| 5.11% | 3.83% | 6.97 | 3.19% | −3.32% | 0.150% | 1.06 Bil | |
| iShares 5-10 Year invmt Grd Corp Bd ETF
IGIB
| 5.40% | 4.10% | 6.06 | 5.64% | −2.03% | 0.040% | 13.62 Bil | |
| iMGP Dolan McEniry Corporate Bond Instl
IDMIX
| 4.86% | 3.81% | 3.70 | 6.28% | −0.29% | 0.700% | 257.83 Mil | |
| Yorktown Multi-Sector Bond L
AFFIX
| — | 4.03% | 4.73 | 6.87% | −1.77% | 1.690% | 305.93 Mil | |
| Yorktown Multi-Sector Bond Instl
APIIX
| — | 4.39% | 4.73 | 7.86% | −0.80% | 0.690% | 305.93 Mil | |
| Yorktown Multi-Sector Bond C
AFFCX
| — | 4.15% | 4.73 | 6.92% | −1.80% | 1.700% | 305.93 Mil | |
| Yorktown Multi-Sector Bond A
APIUX
| — | 4.17% | 4.73 | 7.38% | −1.29% | 1.190% | 305.93 Mil | |
| WisdomTree US Corporate Bond
WFIG
| 5.19% | 4.32% | 6.43 | 4.54% | −3.11% | 0.180% | 17.55 Mil | |
| Western Asset Premier Bond
WEA
| — | — | 7.03% | — | 7.34% | −2.44% | — | 132.30 Mil |
| Western Asset Inv Grade Income Fund Inc
PAI
| — | — | 4.50% | — | 6.07% | −2.82% | — | 122.22 Mil |
| Western Asset Income IS
WAGIX
| 8.16% | 7.19% | 4.70 | 7.73% | −0.21% | 0.540% | 1.18 Bil | |
| Western Asset Income I
SDSYX
| 8.03% | 7.10% | 4.70 | 7.63% | −0.31% | 0.630% | 1.18 Bil | |
| Western Asset Income A
SDSAX
| 7.47% | 6.84% | 4.70 | 7.32% | −0.57% | 0.930% | 1.18 Bil | |
| Western Asset IG Defined Opp
IGI
| — | — | 4.67% | — | 5.43% | −3.13% | — | 187.89 Mil |
| Western Asset Diversified Income Fund
WDI
| — | — | 10.46% | — | 14.27% | 0.55% | — | 800.13 Mil |
| Western Asset Corporate Bond P
LCBPX
| 5.06% | 4.25% | 7.18 | 4.17% | −4.03% | 1.100% | 1.00 Bil | |
| Western Asset Corporate Bond I
SIGYX
| 5.62% | 4.75% | 7.18 | 4.75% | −3.50% | 0.550% | 1.00 Bil |