Q4 2020 Top Fixed Income Mutual Funds

Top 50 fixed income funds ranked by quarterly returns

  Name 3-Month Return One-Year Return % Three-Year Annualized Return % Five-Year Annualized Return % Portfolio Total Net Assets ($M) Expense Ratio
1 WP Income Plus Fund;Institutional (WPINX) 15.9465962 -45.80253586 -15.83950326 -6.64292518 5.36 3.54
2 Leader Short Term High Yield Bond Fund;Investor (LCCMX) 15.28197592 7.52062489 3.45122274 2.24799375 47.45 2.1
3 Leader Total Return Fund;Institutional (LCTIX) 13.47689376 12.98603433 6.94532223 6.1458443 11.34 2.35
4 HCM Income Plus Fund;A (HCMEX) 12.90515868 40.48583331 15.89371147 N/A 354.28 1.7
5 PGIM Emerging Markets Debt Loc Currency Fd;Z (EMDZX) 12.03535413 4.98557534 3.42736761 6.76051924 69.21 0.72
6 Ashmore Emerging Markets Loc Currency Bd Fund;Inst (ELBIX) 11.95499297 2.64975254 2.24250851 6.93068093 9.09 0.97
7 Goldman Sachs Local Emerging Markets Debt Fund;Ins (GIMDX) 11.91782908 3.87435607 1.76292395 5.95118569 91.38 0.92
8 Ivy Pictet Emerging Markets Local Currency Db Fd;I (IECIX) 11.60870308 4.99303901 1.32518213 4.3298894 59.86 0.8
9 Matisse Discounted Bond CEF Strategy;Inst (MDFIX) 11.41242432 N/A N/A N/A 22.48 2.61
10 MFS Emerging Markets Debt Local Currency Fund;I (EMLIX) 11.1120161 2.68735879 3.79898238 7.05614609 401.49 0.85
11 T Rowe Price Emerging Markets Local Currency Bd (PRELX) 11.11159989 4.06034232 2.93909811 6.84119442 516.14 0.95
12 PIMCO Emerg Markets Local Currency and Bd Fd;Inst (PELBX) 10.93976826 2.12083033 3.42887226 7.13985368 1554.27 1.7
13 Payden Emerging Markets Local Bond Fund;Investor (PYELX) 10.80825052 1.79071879 2.1169277 6.0337452 141.49 0.91
14 TCW Emerging Markets Local Currency Income Fund;I (TGWIX) 10.693302 1.78335828 1.78846175 6.56908393 240.15 0.85
15 Ashmore Emerging Markets Total Return Fund;Inst (EMKIX) 10.53797685 2.4326887 2.11024267 7.22239093 1369.26 1.02
16 Hartford Emerging Markets Local Debt Fund;Y (HLDYX) 10.49698055 2.99311967 2.69655632 6.83142095 67.27 0.89
17 BrandywineGLOBAL – Global Opportunities Bond Fd;IS (GOBSX) 10.453284 12.65990516 5.37099438 6.74478782 2330.13 0.58
18 Eaton Vance Emerging Markets Debt;I (EEIDX) 10.29689979 6.08514588 N/A N/A 8.98 0.85
19 Stone Harbor Local Markets Fund;Inst (SHLMX) 10.13110846 1.87431092 1.26904246 5.46866135 169.17 0.96
20 PF Emerging Markets Debt Fund;P 10.04188443 2.87580145 2.47128559 7.43703745 51.16 0.92
21 Invesco Emerging Markets Local Debt Fund;Y (OEMYX) 9.74356079 3.97723447 3.26897877 7.30360025 150.18 0.95
22 Fidelity Capital & Income Fund (FAGIX) 9.72881068 10.24138949 7.29692751 8.83105258 12574.3 0.67
23 Fidelity Advisor High Income Advantage Fund;M (FAHYX) 9.6412137 8.66949343 6.46004461 8.78471665 1596.49 1
24 Barings Em Mkts Debt Blended Total Return Fund;A (BXEAX) 9.63092559 17.70492189 9.17767734 10.09866577 78.52 1.2
25 Franklin Templeton SMACS: Series I (FQTIX) 9.57121352 3.68060577 N/A N/A 3.56 0
26 Voya Emerging Markets Local Currency Debt Fund;P (ILCDX) 9.54969866 0.85647061 2.00667336 5.10678981 86.3 0.16
27 1290 Diversified Bond Fund;I (TNUIX) 9.39934377 17.16267298 9.74347079 7.51755702 208.55 0.5
28 Eaton Vance Emerging Markets Local Income Fund;A (EEIAX) 9.30547483 4.67211937 5.54670141 8.91790411 1476.86 1.2
29 Northern Multi-Manager Emerging Mkts Debt Oppty (NMEDX) 9.29769932 2.65730517 2.29256225 5.33705733 185.78 0.94
30 BrandywineGLOBAL – Intl Opportunities Bond Fund;IS (LMOTX) 9.22413793 8.56898029 3.13426786 5.18806729 69.77 0.66
31 SEI Inst Inv Emerging Markets Debt Fund;A (SEDAX) 9.18275977 4.67816653 3.57877284 7.19031315 2314.62 0.96
32 Fairholme Focused Income Fund (FOCIX) 9.15790849 0.9944974 0.34820849 5.86283376 118.12 1.02
33 Hartford Schroders Emg Mkts Multi-Sector Bd Fd;I (SMSNX) 9.13926087 2.56409039 2.06227753 6.44986613 64.46 0.9
34 Franklin Emerg Market Debt Opptys Fund (FEMDX) 9.12584054 3.93412626 4.1066206 7.21027424 104.16 1.02
35 Nationwide Emerging Markets Debt Fund;R6 (NWXCX) 9.08766599 3.4188688 4.33863764 N/A 76.79 0.9
36 Mesirow Financial High Yield Fund;Inst (MFHIX) 9.0753183 7.23080883 N/A N/A 54.63 0.77
37 SEI Emerging Markets Debt Fund;F (SITEX) 9.05889741 4.0368778 2.7870467 6.29574906 1577 1.62
38 Stone Harbor Emerging Markets Corporate Debt;Inst (SHCDX) 8.94568229 7.75103686 5.36890292 7.14102752 6.1 1.01
39 Lazard Emerging Markets Debt Portfolio;Inst (LEDIX) 8.91944488 3.17430173 3.16000927 6.07987912 22.28 0.95
40 Pioneer Global High Yield Fund;A (PGHYX) 8.90437367 2.70421638 3.28718513 6.53381836 233.05 1.14
41 Stone Harbor Emerging Mkts Debt Alloc Fund;Inst (SHADX) 8.86435996 5.03437715 2.84990104 6.47204 24.59 0.85
42 American Funds Emerging Markets Bond Fund;A (EBNAX) 8.86100703 7.6214784 5.42211774 N/A 1268.98 1.01
43 Ashmore Emerging Markets Corporate Inc Fund;Inst (EMCIX) 8.85777094 7.64918828 4.75116028 9.61737845 316.33 1.17
44 Invesco International Bond Fund;A (OIBAX) 8.7977462 8.22950905 3.67989395 5.56343496 2851.08 1.01
45 Transamerica Emerging Markets Debt;I (EMTIX) 8.76070968 7.11160801 4.27617983 7.6518324 440.02 0.8
46 DoubleLine Emerging Markets Local Currency Bond;I (DBELX) 8.74982796 2.60537541 N/A N/A 10.35 0.92
47 John Hancock Emerging Markets Debt Fund;I (JMKIX) 8.6255057 5.03763209 4.28828616 7.95622303 1087.19 0.88
48 Preferred Plus; Class I Shares (IPPPX) 8.552158 9.05040192 N/A N/A 11.64 1.62
49 Westwood High Income Fund;Inst (WHGHX) 8.54067639 14.88434617 8.05655607 7.17864632 81.94 0.67
50 Robinson Opportunistic Income Fd;Inst (RBNNX) 8.53447046 -6.65069777 0.89222699 5.1977325 22.86 3.18

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

  Name 3-Month Estimated Net Flows ($M)* 3-Month Return One-Year Return % Three-Year Annualized Return % Five-Year Annualized Return % Portfolio Total Net Assets ($M) Expense Ratio
1 Vanguard Total Bond Market II Index Fund;Investor (VTBIX) 20544.58 0.66370524 7.30938709 5.1978066 4.30416782 221765.02 0.0009
2 Vanguard Short-Term Investment-Grade Fund;Investor (VFSTX) 5014.22 0.95210852 5.14496719 3.88847583 3.27684779 72471.66 0.002
3 Vanguard Total Bond Market Index Fund;Investor (VBMFX) 4548.42 0.64359236 7.61227256 5.28523033 4.35305144 303186.76 0.0015
4 American Funds Bond Fund of America;A (ABNDX) 4330.82 1.4648886 10.71327714 6.09374941 4.83538463 70234.01 0.0061
5 Fidelity SAI US Treasury Bond Index Fund (FUTBX) 3863.54 -0.91625038 7.97933602 5.14045578 N/A 7278.42 0.0003
6 Bridge Builder Core Plus Bond Fund (BBCPX) 3570.54 4.19065086 11.74121372 7.01851999 5.24838675 25658.24 0.0016
7 Vanguard Ultra-Short-Term Bond Fund;Admiral (VUSFX) 3055.42 0.29069975 2.09709151 2.52376508 2.05156424 15977.67 0.001
8 Strategic Advisers Fidelity Core Income Fund (FIWGX) 2878.41 1.96973828 10.19199898 N/A N/A 29959.94 0.0021
9 Vanguard Intermediate-Term Tax-Exempt Fund;Inv (VWITX) 2449.07 1.65523502 5.12843296 4.35738956 3.52166797 81841.62 0.0017
10 Baird Aggregate Bond Fund;Institutional (BAGIX) 2442.3 1.07103506 8.63020988 5.83625873 5.03877209 32894.37 0.003
11 Vanguard Institutional Intermediate-Term;Inst Plus (VIITX) 2278.28 0.53467719 6.16351579 4.45513794 3.46738645 32502.95 0.0002
12 Fidelity Series Bond Index Fund (FIFZX) 2193.12 0.6294828 7.64567274 N/A N/A 15435.63 0
13 Guggenheim Total Return Bond Fund;Institutional (GIBIX) 2100.91 2.92306433 15.22320921 6.78205102 6.60651661 23978.34 0.0052
14 Principal Core Fixed Income Fund;A (CMPIX) 2022.05 1.16875899 7.82692576 5.31680604 5.03648034 10360.14 0.0089
15 Fidelity US Bond Index Fund (FXNAX) 1824.07 0.75390632 7.79945999 5.36018944 4.40816016 57443.14 0.00025
16 American Funds Intmdt Bond Fund of America;A (AIBAX) 1691.84 0.59849365 7.35111767 4.23345972 2.94387851 29392.74 0.0063
17 American Funds US Government Securities Fd;A (AMUSX) 1662.2 0.10788378 9.43558811 5.01305456 3.42740157 21220.22 0.0066
18 Fidelity Strategic Advisers Tax-Sensitive Sht Dur (FGNSX) 1604.12 0.22798224 1.35716676 1.69643163 N/A 4829.07 0.0011
19 Fidelity Strategic Advisers Income Opptys Fd (FPIOX) 1572.16 6.37733733 5.61155073 5.33211027 7.48871814 6831.99 0.0073
20 Goldman Sachs Short Duration Tax-Free Fund;Inst (GSDUX) 1510.47 0.67523982 2.40696019 2.83834518 2.10485527 11448.04 0.0038
21 PGIM High Yield Fund;A (PBHAX) 1491.36 5.9595887 5.31623853 6.27669198 8.1980236 22168.27 0.008
22 JPMorgan Short Duration Bond Fund;I (HLLVX) 1459.5 0.72600082 4.50325099 3.29161914 2.32795362 6611.26 0.0034
23 PIMCO Short-Term Fund;Institutional (PTSHX) 1457.1 0.34796387 2.74067564 2.32127036 2.3882641 15336.45 0.0055
24 BlackRock Strategic Income Opps Port;Inst (BSIIX) 1417.38 4.10788067 7.19217745 4.71147527 4.52115843 35319.71 0.0084
25 Vanguard Short-Term Tax-Exempt Fund;Investor (VWSTX) 1393.83 0.27119486 1.8203554 1.92749313 1.42419795 20790.62 0.0017

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

  Name 3-Month Estimated Net Flows ($M)* 3-Month Return One-Year Return % Three-Year Annualized Return % Five-Year Annualized Return % Portfolio Total Net Assets ($M) Expense Ratio
1 Templeton Global Bond Fund;A (TPINX) -2653.99 0.78787906 -4.40974803 -0.86842187 1.15422538 14997.7 0.0092
2 Western Asset SMASh Series C Fund (LMLCX) -2137.76 5.77051689 2.93415408 4.66272453 5.5601218 0.01 0
3 Principal Bond Market Index Fund;Institutional (PNIIX) -1542.79 0.59406048 7.28843007 5.11018597 4.1534226 810.8 0.0014
4 DoubleLine Total Return Bond Fund;I (DBLTX) -1014.03 0.42801425 4.12311058 3.87784934 3.5151101 51242.89 0.0049
5 Fidelity New Markets Income Fund (FNMIX) -945.85 6.62972766 4.59749611 2.27040705 6.20055993 6549.12 0.0082
6 BlackRock Strategic Municipal Opps Fund;Inst (MAMTX) -883.39 4.00364605 0.56698573 2.79283808 3.41217588 7883.08 0.0071
7 T Rowe Price New Income Fund (PRCIX) -881.65 1.64675783 5.73516059 4.70415645 4.14933073 21159.36 0.0051
8 JPMorgan Intermediate Tax Free Bond Fund;I (JITIX) -728.25 1.71107374 4.80497485 4.08302428 3.03096282 5148.41 0.004
9 PIMCO Total Return Fund;Institutional (PTTRX) -686.37 1.04302598 8.8748384 5.5339567 4.85764565 69802.76 0.007
10 Vanguard Short-Term Treasury Fund;Investor (VFISX) -629.2 0.12519751 3.958479 2.95868712 2.04292565 8585.94 0.002
11 PIMCO Short Asset Investment Fund;Institutional (PAIDX) -581 0.21378681 1.20856787 1.94244111 1.89366976 4437.15 0.0036
12 T Rowe Price High Yield Fund (PRHYX) -571.35 5.82491539 4.93140185 5.15733022 7.40884811 8581.39 0.0072
13 Invesco Senior Floating Rate Fund;A (OOSAX) -511.36 4.65619732 -4.47111103 -1.04762888 2.53180715 3596.3 0.0114
14 Lord Abbett Floating Rate Fund;F (LFRFX) -497.65 4.56868096 -1.61474514 1.81812828 3.83390572 5579.71 0.0071
15 Templeton Global Total Return Fund;Adv (TTRZX) -489.16 0.89341189 -5.58574676 -0.58061314 1.93629311 2005.91 0.0076
16 Loomis Sayles Bond Fund;Institutional (LSBDX) -451.07 5.34581927 2.13557144 3.43818077 5.25494749 9057.64 0.0067
17 Pioneer Multi-Asset Ultrashort Income Fund;Y (MYFRX) -373.14 0.87040979 -0.51657804 1.52125877 1.71051441 4410.49 0.0044
18 DFA Short-Term Government Portfolio;Institutional (DFFGX) -357.92 0 0.38956328 1.35310965 1.11078802 2237.64 0.0019
19 American Century Diversified Bond Fund;I (ACBPX) -357.54 1.25941374 8.24968665 5.08389846 4.29521261 2057.78 0.004
20 JPMorgan Strategic Income Opportunities Fund;I (JSOSX) -353.5 0.6972997 1.55103701 2.08315762 3.715186 10745.34 0.0078
21 Natixis Loomis Sayles Strategic Income Fund;C (NECZX) -345.15 5.17140598 0.37890637 2.06013832 3.97894726 5994.19 0.0171
22 Fidelity Conservative Income Bond Fund;Inst (FCNVX) -327.1 0.02634086 1.14841163 1.98001291 1.67578645 7471.61 0.0025
23 Wells Fargo Intmdt Tax/AMT-Free Fd;Inst (WITIX) -324.29 1.63745681 4.15843015 3.84858852 3.06843458 2218.73 0.0045
24 AB High Income Fund;A (AGDAX) -324.25 8.17912683 2.92794462 3.27097993 6.47056406 5439.22 0.0087
25 DFA One-Year Fixed Income Portfolio;Institutional (DFIHX) -316.35 0.02854622 0.62481752 1.6422528 1.34064411 6573.27 0.0017

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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