Nontraditional Bond Funds
Nontraditional bond funds are like the grade-school kids that liked to color outside the lines. Here, the strategies often have very limited portfolio constraints on exposure to credit, sectors, currency, or interest-rate sensitivity. They may also have exposure to a mix of factors such as absolute return mandates (goals of producing returns not correlated with the overall bond market), performance benchmarks based on ultra-short-term interest rates (such as T-bills), and the ability to use a broad range of derivatives for market- and security-level positions.
|
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
|
|---|---|---|---|---|---|---|---|---|
| Adaptive Hedged Multi-Asset Income ETF
AMAX
| — | 5.70% | 16.45 | 18.95% | 1.84% | 1.290% | 20.31 Mil | |
| Anchor Risk Mgd Income Strategies Adv
ATCAX
| — | 10.13% | 4.06 | 8.97% | −1.66% | 2.160% | 27.03 Mil | |
| Anchor Risk Mgd Income Strategies Instl
ATCSX
| — | 9.74% | 4.06 | 8.69% | −1.92% | 2.410% | 27.03 Mil | |
| Anfield Universal Fixed Income A
AFLEX
| — | 5.96% | — | 7.87% | 1.88% | 1.620% | 139.02 Mil | |
| Anfield Universal Fixed Income C
AFLKX
| — | 5.27% | — | 6.99% | 1.10% | 2.370% | 139.02 Mil | |
| Anfield Universal Fixed Income I
AFLIX
| — | 6.19% | — | 8.11% | 2.14% | 1.370% | 139.02 Mil | |
| Artisan Global Unconstrained Advisor
APDPX
| — | 6.08% | — | 8.95% | — | 1.080% | 109.92 Mil | |
| Artisan Global Unconstrained Instl
APHPX
| — | 6.12% | — | 9.00% | — | 1.130% | 109.92 Mil | |
| Artisan Global Unconstrained Investor
APFPX
| — | 5.99% | — | 8.74% | — | 1.290% | 109.92 Mil | |
| Axs Tactical Income A
TINAX
| — | 4.47% | 2.42 | 7.35% | −1.31% | 2.270% | 42.49 Mil | |
| Axs Tactical Income I
TINIX
| — | 5.53% | 2.42 | 7.64% | −1.03% | 2.020% | 42.49 Mil | |
| BNY Mellon Global Dynamic Bond Inc - A
DGDAX
| 4.06% | 0.54% | 6.59 | 7.81% | −0.42% | 1.060% | 72.04 Mil | |
| BNY Mellon Global Dynamic Bond Inc - C
DGDCX
| 3.47% | 0.38% | 6.59 | 6.88% | −1.21% | 1.810% | 72.04 Mil | |
| BNY Mellon Global Dynamic Bond Inc - I
DGDIX
| 4.47% | 0.60% | 6.59 | 8.13% | −0.18% | 0.750% | 72.04 Mil | |
| BNY Mellon Global Dynamic Bond Inc - Y
DGDYX
| 4.52% | 0.61% | 6.59 | 8.01% | −0.08% | 0.690% | 72.04 Mil | |
| BTS Managed Income A
BTSAX
| — | 2.52% | 3.49 | 9.86% | −1.23% | 2.050% | 7.86 Mil | |
| BTS Managed Income C
BTSCX
| — | 1.97% | 3.49 | 9.02% | −1.98% | 2.800% | 7.86 Mil | |
| BTS Managed Income I
BTSIX
| — | 2.77% | 3.49 | 10.27% | −0.98% | 1.800% | 7.86 Mil | |
| BTS Managed Income R
BTSRX
| — | 2.30% | 3.49 | 9.60% | −1.50% | 2.300% | 7.86 Mil | |
| BTS Tactical Fixed Income A
BTFAX
| — | 4.26% | 3.91 | 9.65% | −2.49% | 1.930% | 63.18 Mil | |
| BTS Tactical Fixed Income C
BTFCX
| — | 3.57% | 3.91 | 8.78% | −3.22% | 2.680% | 63.18 Mil | |
| BTS Tactical Fixed Income I
BTFIX
| — | 4.54% | 3.91 | 9.98% | −2.24% | 1.680% | 63.18 Mil | |
| BTS Tactical Fixed Income R
BTFRX
| — | 4.01% | 3.91 | 9.53% | −2.71% | 2.180% | 63.18 Mil | |
| BlackRock Global Long/Short Credit Instl
BGCIX
| 5.74% | 3.14% | 1.19 | 10.67% | 2.32% | 1.190% | 849.86 Mil | |
| BlackRock Global Long/Short Credit Inv A
BGCAX
| 5.30% | 2.89% | 1.19 | 10.39% | 2.03% | 1.410% | 849.86 Mil |
United States