Core Plus Bond Medalist Funds
Core-plus bond funds invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt. However, they 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. Here we highlight funds and ETFs that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
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|
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
| 5.36% | 4.85% | 4.77 | 5.86% | −0.78% | 0.190% | 199.53 Mil | |
| iShares USD Systematic Bond ETF
USBF
| — | 4.62% | 5.85 | 3.55% | — | 0.180% | 12.37 Mil | |
| iShares U.S. Fixed Inc Bal Rsk Sysmc ETF
FIBR
| 5.43% | 4.72% | 3.04 | 7.32% | −1.74% | 0.250% | 68.22 Mil | |
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LTCN
| — | 3.34% | 5.66 | 2.98% | −2.85% | 0.120% | 631.42 Mil | |
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MWLC
| 4.93% | 3.73% | 5.77 | 3.16% | −2.82% | 0.060% | 28.17 Bil | |
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GDCV
| 4.75% | 4.32% | 5.90 | 2.98% | −2.92% | 0.060% | 193.70 Mil | |
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GRMGS
| 5.00% | 4.55% | — | 3.34% | — | 0.150% | 1.28 Bil | |
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GZRS
| 3.77% | — | 6.77 | — | — | 0.540% | 3.68 Mil | |
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TQS
| 5.09% | 4.37% | 6.40 | 1.65% | −7.01% | 0.450% | 37.38 Mil | |
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LCHJH
| 5.34% | 4.66% | 7.00 | 1.24% | −5.46% | 0.420% | 18.77 Bil | |
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XZKXM
| 5.32% | 4.63% | 7.00 | 1.21% | −5.49% | 0.450% | 18.77 Bil | |
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SSTHRG
| 4.92% | 4.26% | 7.00 | 0.83% | −5.84% | 0.800% | 18.77 Bil | |
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WBLWMF
| 4.76% | 4.26% | 7.00 | 0.83% | −5.85% | 0.820% | 18.77 Bil | |
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DXMM
| 5.23% | 5.26% | 5.50 | 3.92% | −1.00% | 0.550% | 2.06 Bil | |
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MHRQPJ
| 5.33% | 5.36% | 5.50 | 4.02% | −0.91% | 0.450% | 2.06 Bil | |
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BMWWVH
| 4.71% | 3.95% | 6.35 | 4.36% | −2.92% | 0.470% | 8.36 Bil | |
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JQZY
| 4.86% | 4.11% | 6.35 | 4.54% | −2.74% | 0.300% | 8.36 Bil | |
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BSRWKY
| 4.20% | 3.50% | 6.35 | 3.84% | −3.39% | 0.970% | 8.36 Bil | |
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MMNNRQ
| 4.32% | 3.81% | 6.37 | 4.32% | −3.19% | 0.950% | 2.25 Bil | |
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NYDT
| 4.47% | 3.95% | 6.37 | 4.48% | −3.05% | 0.800% | 2.25 Bil | |
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MTQBVK
| 4.72% | 4.18% | 6.37 | 4.74% | −2.82% | 0.550% | 2.25 Bil | |
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QSJC
| 4.21% | 3.72% | 6.37 | 4.22% | −3.29% | 1.050% | 2.25 Bil | |
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GHDMN
| 4.81% | 4.06% | 6.35 | 4.48% | −2.79% | 0.360% | 8.36 Bil | |
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CXPYGH
| 4.34% | 3.72% | 6.35 | 4.10% | −3.12% | 0.720% | 8.36 Bil | |
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FVCWSP
| 5.37% | 5.13% | 6.00 | 4.49% | −1.53% | 0.410% | 292.97 Mil |