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
| — | 3.70% | — | 3.05% | — | 0.020% | 4.84 Bil | |
| iShares US Intermediate Credit Bond Idx
BICBX
| — | 4.02% | — | 6.27% | — | — | 3.16 Bil | |
| iShares US Aggregate Bond Index K
WFBIX
| 4.20% | 3.46% | 5.98 | 3.28% | −2.78% | 0.050% | 2.80 Bil | |
| iShares US Aggregate Bond Index Inv P
BMOPX
| 3.74% | 3.16% | 5.98 | 3.09% | −3.04% | 0.350% | 2.80 Bil | |
| iShares US Aggregate Bond Index Inv A
BMOAX
| 3.90% | 3.16% | 5.98 | 3.09% | −3.04% | 0.350% | 2.80 Bil | |
| iShares US Aggregate Bond Index Instl
BMOIX
| 4.15% | 3.41% | 5.98 | 3.35% | −2.79% | 0.100% | 2.80 Bil | |
| iShares Government/Credit Bond ETF
GBF
| 4.75% | 3.62% | 6.17 | 3.33% | −3.08% | 0.200% | 221.63 Mil | |
| iShares ESG U.S. Aggregate Bond ETF
EAGG
| 4.77% | 3.63% | 6.01 | 3.21% | −2.87% | 0.100% | 3.70 Bil | |
| iShares Core US Aggregate Bond ETF
AGG
| 4.66% | 3.41% | 5.99 | 3.35% | −2.76% | 0.030% | 109.51 Bil | |
| iShares CMBS ETF
CMBS
| 4.04% | 3.12% | 4.10 | 5.44% | −2.04% | 0.250% | 431.31 Mil | |
| WisdomTree Yield Enhanced US Aggt Bd ETF
AGGY
| 5.03% | 4.15% | 6.21 | 4.84% | −3.00% | 0.120% | 913.70 Mil | |
| Western Asset Intermediate Bond R
WATRX
| 3.86% | 3.01% | 4.23 | 3.48% | −2.74% | 1.150% | 689.19 Mil | |
| Western Asset Intermediate Bond IS
WABSX
| 4.55% | 3.69% | 4.23 | 4.30% | −2.02% | 0.440% | 689.19 Mil | |
| Western Asset Intermediate Bond I
WATIX
| 4.42% | 3.60% | 4.23 | 4.09% | −2.16% | 0.550% | 689.19 Mil | |
| Western Asset Intermediate Bond A
WATAX
| 4.06% | 3.41% | 4.23 | 3.89% | −2.36% | 0.760% | 689.19 Mil | |
| Western Asset Core Bond R
WABRX
| 4.01% | 3.39% | 6.76 | 2.46% | −4.87% | 1.120% | 12.98 Bil | |
| Western Asset Core Bond IS
WACSX
| 4.72% | 4.07% | 6.76 | 3.16% | −4.20% | 0.420% | 12.98 Bil | |
| Western Asset Core Bond I
WATFX
| 4.70% | 4.04% | 6.76 | 3.13% | −4.21% | 0.450% | 12.98 Bil | |
| Western Asset Core Bond FI
WAPIX
| 4.30% | 3.71% | 6.76 | 2.79% | −4.57% | 0.800% | 12.98 Bil | |
| Western Asset Core Bond C1
LWACX
| 3.70% | 3.17% | 6.76 | 2.24% | −4.99% | 1.350% | 12.98 Bil | |
| Western Asset Core Bond A
WABAX
| 4.16% | 3.69% | 6.76 | 2.76% | −4.59% | 0.810% | 12.98 Bil | |
| Voya US Bond Index Port I
ILBAX
| 4.45% | 4.05% | 5.97 | 2.98% | −3.08% | 0.360% | 1.60 Bil | |
| Virtus Seix Core Bond R6
STGZX
| 4.79% | 4.22% | — | 3.07% | −3.02% | 0.360% | 45.84 Mil | |
| Virtus Seix Core Bond I
STIGX
| 4.65% | 4.08% | — | 2.81% | −3.19% | 0.500% | 45.84 Mil | |
| Virtus Seix Core Bond A
STGIX
| 4.34% | 3.94% | — | 2.67% | −3.29% | 0.640% | 45.84 Mil |