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
| 5.34% | 4.31% | 8.25 | 5.45% | −3.64% | 0.140% | 29.12 Bil | |
| iShares Invm Grd Crp Bd Buywrt Stgy ETF
LQDW
| 4.21% | 18.25% | 8.17 | −0.39% | — | 0.340% | 173.21 Mil | |
| iShares Investment Grade Systmtc Bd ETF
IGEB
| 5.45% | 4.91% | 6.56 | 7.01% | −2.07% | 0.180% | 1.29 Bil | |
| iShares Inflation Hedged Corp Bd ETF
LQDI
| 4.47% | 4.34% | 7.87 | 5.95% | −0.43% | 0.180% | 51.77 Mil | |
| iShares ESG USD Corporate Bond ETF
SUSC
| 5.39% | 4.11% | 6.91 | 5.74% | −2.98% | 0.180% | 1.09 Bil | |
| iShares ESG Advanced Inv Grd Corp Bd ETF
ELQD
| — | 4.02% | 8.15 | 5.34% | — | 0.180% | 12.15 Mil | |
| iShares Broad USD Invm Grd Corp Bd ETF
USIG
| 5.45% | 4.22% | 6.64 | 6.22% | −2.50% | 0.040% | 11.08 Bil | |
| iShares BBB Rated Corporate Bond ETF
LQDB
| — | 4.22% | 6.40 | 6.55% | −2.40% | 0.150% | 34.05 Mil | |
| iShares Aaa - A Rated Corporate Bond ETF
QLTA
| 5.11% | 3.79% | 6.97 | 4.68% | −3.10% | 0.150% | 1.06 Bil | |
| iShares 5-10 Year invmt Grd Corp Bd ETF
IGIB
| 5.41% | 4.07% | 6.06 | 6.87% | −1.82% | 0.040% | 13.48 Bil | |
| iMGP Dolan McEniry Corporate Bond Instl
IDMIX
| 4.86% | 4.17% | 3.70 | 6.60% | −0.22% | 0.700% | 255.88 Mil | |
| Yorktown Multi-Sector Bond L
AFFIX
| — | 4.08% | 4.57 | 7.36% | −1.63% | 1.690% | 307.39 Mil | |
| Yorktown Multi-Sector Bond Instl
APIIX
| — | 4.44% | 4.57 | 8.46% | −0.59% | 0.690% | 307.39 Mil | |
| Yorktown Multi-Sector Bond C
AFFCX
| — | 4.20% | 4.57 | 7.41% | −1.58% | 1.700% | 307.39 Mil | |
| Yorktown Multi-Sector Bond A
APIUX
| — | 4.22% | 4.57 | 7.93% | −1.10% | 1.190% | 307.39 Mil | |
| WisdomTree US Corporate Bond
WFIG
| 5.27% | 4.34% | 6.43 | 5.95% | −2.99% | 0.180% | 17.70 Mil | |
| Western Asset Premier Bond
WEA
| — | — | 7.00% | — | 8.27% | −2.25% | — | 133.01 Mil |
| Western Asset Inv Grade Income Fund Inc
PAI
| — | — | 4.47% | — | 7.36% | −2.62% | — | 123.26 Mil |
| Western Asset Income IS
WAGIX
| 8.16% | 7.86% | 4.70 | 7.91% | −0.07% | 0.540% | 1.18 Bil | |
| Western Asset Income I
SDSYX
| 8.03% | 7.75% | 4.70 | 8.01% | −0.10% | 0.630% | 1.18 Bil | |
| Western Asset Income A
SDSAX
| 7.47% | 7.46% | 4.70 | 7.71% | −0.37% | 0.930% | 1.18 Bil | |
| Western Asset IG Defined Opp
IGI
| — | — | 4.65% | — | 6.94% | −2.87% | — | 189.62 Mil |
| Western Asset Diversified Income Fund
WDI
| — | — | 10.35% | — | 14.77% | — | — | 808.41 Mil |
| Western Asset Corporate Bond P
LCBPX
| 5.06% | 4.64% | 7.18 | 5.54% | −3.80% | 1.100% | 1.01 Bil | |
| Western Asset Corporate Bond I
SIGYX
| 5.62% | 5.20% | 7.18 | 6.12% | −3.27% | 0.550% | 1.01 Bil |