Taxable Bond Index Medalist Funds
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|
Name
|
Morningstar Category
|
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 Investment Grade Systmtc Bd ETF
IGEB
| Corporate Bond | 5.45% | 4.91% | 6.56 | 7.01% | −2.07% | 0.180% | 1.29 Bil | |
| iShares Interest Rate Hedged Corp Bd ETF
LQDH
| Ultrashort Bond | 4.59% | 8.27% | 0.07 | 9.80% | 4.29% | 0.230% | 367.62 Mil | |
| iShares Interest Rate Hdg L/T Corp BdETF
IGBH
| Ultrashort Bond | 4.48% | 7.34% | 0.08 | 10.90% | 4.23% | 0.140% | 171.45 Mil | |
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TDSB
| High Yield Bond | 5.95% | 8.97% | 0.03 | 11.90% | 6.13% | 0.520% | 296.91 Mil | |
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MFSHP
| Corporate Bond | 4.47% | 4.34% | 7.87 | 5.95% | −0.43% | 0.180% | 51.77 Mil | |
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QXPZ
| High Yield Bond | 7.49% | 7.10% | 3.42 | 12.23% | 2.83% | 0.350% | 596.66 Mil | |
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DXLR
| Ultrashort Bond | 5.75% | 5.85% | 0.02 | 6.80% | 3.67% | 0.150% | 7.41 Bil | |
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HXQK
| High Yield Bond | 7.17% | 5.81% | 4.79 | 11.64% | 1.16% | 0.250% | 1.68 Bil | |
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SBT
| Long Government | 4.26% | 3.23% | 7.26 | 0.86% | −4.34% | 0.150% | 29.53 Bil | |
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BGZ
| Nontraditional Bond | 7.08% | 6.02% | −0.01 | 10.82% | 5.00% | 0.430% | 168.80 Mil | |
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KPGPQ
| Ultrashort Bond | 5.87% | 6.22% | −0.08 | 7.63% | 3.95% | 0.140% | 1.62 Bil | |
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GFRFL
| Emerging-Markets Local-Currency Bond | 1.69% | 3.12% | — | 1.25% | −0.37% | 0.510% | 24.12 Mil | |
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PHY
| Ultrashort Bond | 5.72% | 5.80% | 0.03 | 6.69% | 3.65% | 0.150% | 2.49 Bil | |
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JZPNH
| Nontraditional Bond | — | 5.05% | — | 11.31% | 4.08% | 0.300% | 273.98 Mil | |
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GSB
| Nontraditional Bond | — | 4.86% | — | 5.40% | 7.19% | 0.300% | 21.65 Mil | |
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HDZVS
| Nontraditional Bond | — | 6.34% | — | 12.37% | 6.51% | 0.500% | 138.60 Mil | |
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PYM
| Preferred Stock | 5.45% | 6.27% | 2.01 | 14.44% | 2.50% | 0.500% | 1.72 Bil | |
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KLV
| Intermediate Government | 3.60% | 3.53% | 3.64 | 3.64% | −1.76% | 0.200% | 74.33 Mil |