Q4 2020 Top Fixed Income Mutual Funds

Top 50 fixed income funds ranked by quarterly returns

 Name3-Month ReturnOne-Year Return %Three-Year Annualized Return %Five-Year Annualized Return %Portfolio Total Net Assets ($M)Expense Ratio
1WP Income Plus Fund;Institutional (WPINX)15.9465962-45.80253586-15.83950326-6.642925185.363.54
2Leader Short Term High Yield Bond Fund;Investor (LCCMX)15.281975927.520624893.451222742.2479937547.452.1
3Leader Total Return Fund;Institutional (LCTIX)13.4768937612.986034336.945322236.145844311.342.35
4HCM Income Plus Fund;A (HCMEX)12.9051586840.4858333115.89371147N/A354.281.7
5PGIM Emerging Markets Debt Loc Currency Fd;Z (EMDZX)12.035354134.985575343.427367616.7605192469.210.72
6Ashmore Emerging Markets Loc Currency Bd Fund;Inst (ELBIX)11.954992972.649752542.242508516.930680939.090.97
7Goldman Sachs Local Emerging Markets Debt Fund;Ins (GIMDX)11.917829083.874356071.762923955.9511856991.380.92
8Ivy Pictet Emerging Markets Local Currency Db Fd;I (IECIX)11.608703084.993039011.325182134.329889459.860.8
9Matisse Discounted Bond CEF Strategy;Inst (MDFIX)11.41242432N/AN/AN/A22.482.61
10MFS Emerging Markets Debt Local Currency Fund;I (EMLIX)11.11201612.687358793.798982387.05614609401.490.85
11T Rowe Price Emerging Markets Local Currency Bd (PRELX)11.111599894.060342322.939098116.84119442516.140.95
12PIMCO Emerg Markets Local Currency and Bd Fd;Inst (PELBX)10.939768262.120830333.428872267.139853681554.271.7
13Payden Emerging Markets Local Bond Fund;Investor (PYELX)10.808250521.790718792.11692776.0337452141.490.91
14TCW Emerging Markets Local Currency Income Fund;I (TGWIX)10.6933021.783358281.788461756.56908393240.150.85
15Ashmore Emerging Markets Total Return Fund;Inst (EMKIX)10.537976852.43268872.110242677.222390931369.261.02
16Hartford Emerging Markets Local Debt Fund;Y (HLDYX)10.496980552.993119672.696556326.8314209567.270.89
17BrandywineGLOBAL – Global Opportunities Bond Fd;IS (GOBSX)10.45328412.659905165.370994386.744787822330.130.58
18Eaton Vance Emerging Markets Debt;I (EEIDX)10.296899796.08514588N/AN/A8.980.85
19Stone Harbor Local Markets Fund;Inst (SHLMX)10.131108461.874310921.269042465.46866135169.170.96
20PF Emerging Markets Debt Fund;P10.041884432.875801452.471285597.4370374551.160.92
21Invesco Emerging Markets Local Debt Fund;Y (OEMYX)9.743560793.977234473.268978777.30360025150.180.95
22Fidelity Capital & Income Fund (FAGIX)9.7288106810.241389497.296927518.8310525812574.30.67
23Fidelity Advisor High Income Advantage Fund;M (FAHYX)9.64121378.669493436.460044618.784716651596.491
24Barings Em Mkts Debt Blended Total Return Fund;A (BXEAX)9.6309255917.704921899.1776773410.0986657778.521.2
25Franklin Templeton SMACS: Series I (FQTIX)9.571213523.68060577N/AN/A3.560
26Voya Emerging Markets Local Currency Debt Fund;P (ILCDX)9.549698660.856470612.006673365.1067898186.30.16
271290 Diversified Bond Fund;I (TNUIX)9.3993437717.162672989.743470797.51755702208.550.5
28Eaton Vance Emerging Markets Local Income Fund;A (EEIAX)9.305474834.672119375.546701418.917904111476.861.2
29Northern Multi-Manager Emerging Mkts Debt Oppty (NMEDX)9.297699322.657305172.292562255.33705733185.780.94
30BrandywineGLOBAL – Intl Opportunities Bond Fund;IS (LMOTX)9.224137938.568980293.134267865.1880672969.770.66
31SEI Inst Inv Emerging Markets Debt Fund;A (SEDAX)9.182759774.678166533.578772847.190313152314.620.96
32Fairholme Focused Income Fund (FOCIX)9.157908490.99449740.348208495.86283376118.121.02
33Hartford Schroders Emg Mkts Multi-Sector Bd Fd;I (SMSNX)9.139260872.564090392.062277536.4498661364.460.9
34Franklin Emerg Market Debt Opptys Fund (FEMDX)9.125840543.934126264.10662067.21027424104.161.02
35Nationwide Emerging Markets Debt Fund;R6 (NWXCX)9.087665993.41886884.33863764N/A76.790.9
36Mesirow Financial High Yield Fund;Inst (MFHIX)9.07531837.23080883N/AN/A54.630.77
37SEI Emerging Markets Debt Fund;F (SITEX)9.058897414.03687782.78704676.2957490615771.62
38Stone Harbor Emerging Markets Corporate Debt;Inst (SHCDX)8.945682297.751036865.368902927.141027526.11.01
39Lazard Emerging Markets Debt Portfolio;Inst (LEDIX)8.919444883.174301733.160009276.0798791222.280.95
40Pioneer Global High Yield Fund;A (PGHYX)8.904373672.704216383.287185136.53381836233.051.14
41Stone Harbor Emerging Mkts Debt Alloc Fund;Inst (SHADX)8.864359965.034377152.849901046.4720424.590.85
42American Funds Emerging Markets Bond Fund;A (EBNAX)8.861007037.62147845.42211774N/A1268.981.01
43Ashmore Emerging Markets Corporate Inc Fund;Inst (EMCIX)8.857770947.649188284.751160289.61737845316.331.17
44Invesco International Bond Fund;A (OIBAX)8.79774628.229509053.679893955.563434962851.081.01
45Transamerica Emerging Markets Debt;I (EMTIX)8.760709687.111608014.276179837.6518324440.020.8
46DoubleLine Emerging Markets Local Currency Bond;I (DBELX)8.749827962.60537541N/AN/A10.350.92
47John Hancock Emerging Markets Debt Fund;I (JMKIX)8.62550575.037632094.288286167.956223031087.190.88
48Preferred Plus; Class I Shares (IPPPX)8.5521589.05040192N/AN/A11.641.62
49Westwood High Income Fund;Inst (WHGHX)8.5406763914.884346178.056556077.1786463281.940.67
50Robinson Opportunistic Income Fd;Inst (RBNNX)8.53447046-6.650697770.892226995.197732522.863.18

Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.

Top 25 fixed income funds ranked by largest Inflows

 Name3-Month Estimated Net Flows ($M)*3-Month ReturnOne-Year Return %Three-Year Annualized Return %Five-Year Annualized Return %Portfolio Total Net Assets ($M)Expense Ratio
1Vanguard Total Bond Market II Index Fund;Investor (VTBIX)20544.580.663705247.309387095.19780664.30416782221765.020.0009
2Vanguard Short-Term Investment-Grade Fund;Investor (VFSTX)5014.220.952108525.144967193.888475833.2768477972471.660.002
3Vanguard Total Bond Market Index Fund;Investor (VBMFX)4548.420.643592367.612272565.285230334.35305144303186.760.0015
4American Funds Bond Fund of America;A (ABNDX)4330.821.464888610.713277146.093749414.8353846370234.010.0061
5Fidelity SAI US Treasury Bond Index Fund (FUTBX)3863.54-0.916250387.979336025.14045578N/A7278.420.0003
6Bridge Builder Core Plus Bond Fund (BBCPX)3570.544.1906508611.741213727.018519995.2483867525658.240.0016
7Vanguard Ultra-Short-Term Bond Fund;Admiral (VUSFX)3055.420.290699752.097091512.523765082.0515642415977.670.001
8Strategic Advisers Fidelity Core Income Fund (FIWGX)2878.411.9697382810.19199898N/AN/A29959.940.0021
9Vanguard Intermediate-Term Tax-Exempt Fund;Inv (VWITX)2449.071.655235025.128432964.357389563.5216679781841.620.0017
10Baird Aggregate Bond Fund;Institutional (BAGIX)2442.31.071035068.630209885.836258735.0387720932894.370.003
11Vanguard Institutional Intermediate-Term;Inst Plus (VIITX)2278.280.534677196.163515794.455137943.4673864532502.950.0002
12Fidelity Series Bond Index Fund (FIFZX)2193.120.62948287.64567274N/AN/A15435.630
13Guggenheim Total Return Bond Fund;Institutional (GIBIX)2100.912.9230643315.223209216.782051026.6065166123978.340.0052
14Principal Core Fixed Income Fund;A (CMPIX)2022.051.168758997.826925765.316806045.0364803410360.140.0089
15Fidelity US Bond Index Fund (FXNAX)1824.070.753906327.799459995.360189444.4081601657443.140.00025
16American Funds Intmdt Bond Fund of America;A (AIBAX)1691.840.598493657.351117674.233459722.9438785129392.740.0063
17American Funds US Government Securities Fd;A (AMUSX)1662.20.107883789.435588115.013054563.4274015721220.220.0066
18Fidelity Strategic Advisers Tax-Sensitive Sht Dur (FGNSX)1604.120.227982241.357166761.69643163N/A4829.070.0011
19Fidelity Strategic Advisers Income Opptys Fd (FPIOX)1572.166.377337335.611550735.332110277.488718146831.990.0073
20Goldman Sachs Short Duration Tax-Free Fund;Inst (GSDUX)1510.470.675239822.406960192.838345182.1048552711448.040.0038
21PGIM High Yield Fund;A (PBHAX)1491.365.95958875.316238536.276691988.198023622168.270.008
22JPMorgan Short Duration Bond Fund;I (HLLVX)1459.50.726000824.503250993.291619142.327953626611.260.0034
23PIMCO Short-Term Fund;Institutional (PTSHX)1457.10.347963872.740675642.321270362.388264115336.450.0055
24BlackRock Strategic Income Opps Port;Inst (BSIIX)1417.384.107880677.192177454.711475274.5211584335319.710.0084
25Vanguard Short-Term Tax-Exempt Fund;Investor (VWSTX)1393.830.271194861.82035541.927493131.4241979520790.620.0017

Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.

Top 25 fixed income funds ranked by largest outflows

 Name3-Month Estimated Net Flows ($M)*3-Month ReturnOne-Year Return %Three-Year Annualized Return %Five-Year Annualized Return %Portfolio Total Net Assets ($M)Expense Ratio
1Templeton Global Bond Fund;A (TPINX)-2653.990.78787906-4.40974803-0.868421871.1542253814997.70.0092
2Western Asset SMASh Series C Fund (LMLCX)-2137.765.770516892.934154084.662724535.56012180.010
3Principal Bond Market Index Fund;Institutional (PNIIX)-1542.790.594060487.288430075.110185974.1534226810.80.0014
4DoubleLine Total Return Bond Fund;I (DBLTX)-1014.030.428014254.123110583.877849343.515110151242.890.0049
5Fidelity New Markets Income Fund (FNMIX)-945.856.629727664.597496112.270407056.200559936549.120.0082
6BlackRock Strategic Municipal Opps Fund;Inst (MAMTX)-883.394.003646050.566985732.792838083.412175887883.080.0071
7T Rowe Price New Income Fund (PRCIX)-881.651.646757835.735160594.704156454.1493307321159.360.0051
8JPMorgan Intermediate Tax Free Bond Fund;I (JITIX)-728.251.711073744.804974854.083024283.030962825148.410.004
9PIMCO Total Return Fund;Institutional (PTTRX)-686.371.043025988.87483845.53395674.8576456569802.760.007
10Vanguard Short-Term Treasury Fund;Investor (VFISX)-629.20.125197513.9584792.958687122.042925658585.940.002
11PIMCO Short Asset Investment Fund;Institutional (PAIDX)-5810.213786811.208567871.942441111.893669764437.150.0036
12T Rowe Price High Yield Fund (PRHYX)-571.355.824915394.931401855.157330227.408848118581.390.0072
13Invesco Senior Floating Rate Fund;A (OOSAX)-511.364.65619732-4.47111103-1.047628882.531807153596.30.0114
14Lord Abbett Floating Rate Fund;F (LFRFX)-497.654.56868096-1.614745141.818128283.833905725579.710.0071
15Templeton Global Total Return Fund;Adv (TTRZX)-489.160.89341189-5.58574676-0.580613141.936293112005.910.0076
16Loomis Sayles Bond Fund;Institutional (LSBDX)-451.075.345819272.135571443.438180775.254947499057.640.0067
17Pioneer Multi-Asset Ultrashort Income Fund;Y (MYFRX)-373.140.87040979-0.516578041.521258771.710514414410.490.0044
18DFA Short-Term Government Portfolio;Institutional (DFFGX)-357.9200.389563281.353109651.110788022237.640.0019
19American Century Diversified Bond Fund;I (ACBPX)-357.541.259413748.249686655.083898464.295212612057.780.004
20JPMorgan Strategic Income Opportunities Fund;I (JSOSX)-353.50.69729971.551037012.083157623.71518610745.340.0078
21Natixis Loomis Sayles Strategic Income Fund;C (NECZX)-345.155.171405980.378906372.060138323.978947265994.190.0171
22Fidelity Conservative Income Bond Fund;Inst (FCNVX)-327.10.026340861.148411631.980012911.675786457471.610.0025
23Wells Fargo Intmdt Tax/AMT-Free Fd;Inst (WITIX)-324.291.637456814.158430153.848588523.068434582218.730.0045
24AB High Income Fund;A (AGDAX)-324.258.179126832.927944623.270979936.470564065439.220.0087
25DFA One-Year Fixed Income Portfolio;Institutional (DFIHX)-316.350.028546220.624817521.64225281.340644116573.270.0017

Source: Data from Refinitiv Lipper; ex-conventional mutual funds, ex-leveraged, and ex-dedicated short bias.; Data through December 31, 2020.

As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.

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