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.

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