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
| 4.89% | 4.74% | 4.77 | 6.68% | −0.46% | 0.190% | 196.24 Mil | |
| iShares USD Systematic Bond ETF
USBF
| — | 4.59% | 5.85 | 4.60% | — | 0.180% | 12.54 Mil | |
| iShares U.S. Fixed Inc Bal Rsk Sysmc ETF
FIBR
| 5.51% | 4.69% | 3.04 | 7.34% | −1.61% | 0.250% | 64.22 Mil | |
| iShares ESG Advanced Ttl USD Bd Mrkt ETF
EUSB
| — | 3.31% | 5.66 | 3.88% | −2.49% | 0.120% | 634.79 Mil | |
| iShares Core Total USD Bond Market ETF
IUSB
| 4.98% | 3.72% | 5.77 | 4.12% | −2.44% | 0.060% | 28.58 Bil | |
| iShares Core 5-10 Year USD Bond ETF
IMTB
| 4.77% | 4.37% | 5.90 | 3.86% | −2.49% | 0.060% | 196.38 Mil | |
| WisdomTree Voya Yld Enh USD Unvsl Bd Fd
UNIY
| 5.08% | 4.53% | — | 4.32% | — | 0.150% | 1.30 Bil | |
| WisdomTree Mortgage Plus Bond
MTGP
| 3.90% | 3.38% | 5.81 | 3.53% | −2.54% | 0.450% | 47.77 Mil | |
| WisdomTree Bianco Fixed Inc Ttl Ret ETF
WTBN
| 3.70% | — | 6.77 | — | — | 0.540% | 3.48 Mil | |
| Western Asset Total Return ETF
WBND
| 5.09% | 4.47% | 6.40 | 2.62% | −6.60% | 0.450% | 37.99 Mil | |
| Western Asset Mortgage Total Ret IS
LMBSX
| 5.09% | 5.07% | 6.30 | 3.82% | −2.71% | 0.560% | 405.12 Mil | |
| Western Asset Mortgage Total Ret I
SGSYX
| 4.96% | 4.97% | 6.30 | 3.72% | −2.77% | 0.660% | 405.12 Mil | |
| Western Asset Mortgage Total Ret A
SGVAX
| 4.51% | 4.67% | 6.30 | 3.40% | −3.06% | 0.960% | 405.12 Mil | |
| Western Asset Mortgage Total Ret 1
SGVSX
| 4.94% | 4.93% | 6.30 | 3.67% | −2.84% | 0.710% | 405.12 Mil | |
| Western Asset Mortgage Opp Fund Inc
DMO
| — | — | 10.17% | — | 13.65% | 3.00% | — | 139.33 Mil |
| Western Asset Core Plus Bond R
WAPRX
| 4.64% | 3.94% | 7.00 | 2.02% | −5.63% | 1.110% | 19.31 Bil | |
| Western Asset Core Plus Bond IS
WAPSX
| 5.34% | 4.64% | 7.00 | 2.83% | −4.96% | 0.420% | 19.31 Bil | |
| Western Asset Core Plus Bond I
WACPX
| 5.32% | 4.61% | 7.00 | 2.80% | −4.99% | 0.450% | 19.31 Bil | |
| Western Asset Core Plus Bond FI
WACIX
| 4.92% | 4.23% | 7.00 | 2.42% | −5.33% | 0.800% | 19.31 Bil | |
| Western Asset Core Plus Bond C1
LWCPX
| 2.94% | 3.72% | 7.00 | 1.56% | −5.84% | 1.310% | 19.31 Bil | |
| Western Asset Core Plus Bond C
WAPCX
| 4.24% | 3.57% | 7.00 | 1.75% | −6.00% | 1.510% | 19.31 Bil | |
| Western Asset Core Plus Bond A
WAPAX
| 4.76% | 4.24% | 7.00 | 2.42% | −5.34% | 0.820% | 19.31 Bil | |
| Western Asset Bond ETF
WABF
| — | — | 6.93 | — | — | 0.350% | 40.76 Mil | |
| Weitz Core Plus Income Investor
WCPNX
| 5.23% | 5.27% | 5.50 | 4.96% | −0.60% | 0.550% | 2.04 Bil | |
| Weitz Core Plus Income Institutional
WCPBX
| 5.33% | 5.39% | 5.50 | 5.09% | −0.50% | 0.450% | 2.04 Bil |