Magazine

Table: A-Rated Bond Funds by Category


Here we show the bond funds that received A ratings for the best risk-adjusted returns against similar funds over five years. To compare funds on a number of measures see the Mutual Funds Interactive Scoreboard.

Fund Name

Category

Avg. Annual Tot. Return*

Davis Appreciation & Income A

Convertibles

11.7

GMO Emerging Country Debt IV**

Emerging Markets Bond

20.9

Delaware Delchester A

High Yield

12.0

Delaware High Yield Opp A

High Yield

11.7

Fidelity Advisor High Income Advatange T

High Yield

14.0

Fidelity Capital & Income

High Yield

13.2

John Hancock High Yield A

High Yield

13.8

MainStay High Yield Corp Bd A

High Yield

12.1

Regions Morgan Keegan Sel Hi Inc A**

High Yield

12.2

WM High Yield A

High Yield

12.5

Baird Core Plus Bond Inv

Intermediate (General)

5.9

Columbia Income Z

Intermediate (General)

6.4

Croft-Leominster Income

Intermediate (General)

7.0

Delaware Corp Bond A

Intermediate (General)

7.8

Julius Baer Total Return Bond A

Intermediate (General)

7.2

Legg Mason Inc Tr Investment Grade Prim

Intermediate (General)

6.4

Managers Bond

Intermediate (General)

7.4

Managers Fixed Income Instl

Intermediate (General)

6.6

Parnassus Fixed Income

Intermediate (General)

5.8

PIMCO Investment Grade Corporate Bd Instl

Intermediate (General)

6.9

Pioneer Bond Y

Intermediate (General)

6.3

Regions Morgan Keegan Sel Intm Bd A

Intermediate (General)

6.8

T Rowe Price Corporate Income

Intermediate (General)

6.3

Westcore Plus Bond

Intermediate (General)

6.6

Western Asset Core Bond I

Intermediate (General)

6.0

Western Asset Core Plus Bond I

Intermediate (General)

6.9

Amer Century Target Maturity 2010 Inv

Intermediate Government

5.7

Fidelity Mortgage Securities

Intermediate Government

4.9

JPMorgan Mortgage Backed Sec Sel

Intermediate Government

5.0

Payden GNMA R

Intermediate Government

4.9

TCW Total Return Bond I

Intermediate Government

5.5

Vanguard Intermediate Term Tsy Admrl

Intermediate Government

5.1

Oppenheimer Intl Bond A

International Bond

14.5

Pioneer Global High Yield A

International Bond

15.3

Templeton Global Bond A

International Bond

12.9

Amer Century Target Maturity 2025 Inv

Long Government

10.1

Loomis Sayles Strategic Income A

Multisector

15.3

Vanguard CA Long Term TE Admrl

Muni. Calif. Interm.

5.6

Amer Century CA High Yield Municipal Inv**

Muni. Calif. Long

6.8

Franklin Muni Sec Tr CA High Yld Muni A

Muni. Calif. Long*

6.5

Oppenheimer CA Municipal A

Muni. Calif. Long

8.2

Oppenheimer Rochester National Muni A

Muni. High Yield

10.4

Oppenheimer Limited Term Municipal A

Muni. National Interm.

7.1

USAA Tx Ex Intermediate Term

Muni. National Interm.

4.9

Vanguard High Yield TE Admrl

Muni. National Interm.

5.8

Vanguard Insrd Long Term TE Admrl

Muni. National Interm.

5.6

Wells Fargo Advtg Intermediate Tx Fr Inv

Muni. National Interm.

5.8

Wells Fargo Advtg Municipal Bond Inv

Muni. National Interm.

6.8

Eaton Vance Natl Municipals A

Muni. National Long

8.9

Fidelity Tax Free Bond

Muni. National Long

6.0

Oppenheimer AMT Free Municipal Bond A

Muni. National Long

7.9

T Rowe Price Summit Muni Income

Muni. National Long

6.0

USAA Tx Ex Long Term

Muni. National Long

6.2

Vanguard NY Long Term TE Admrl

Muni. New York Interm.

5.6

Oppenheimer Rochester Municipals A

Muni. New York Long

7.6

Morgan Stanley Instl Municipal Inst

Muni. Short

5.1

Wells Fargo Advtg Short Term Muni Bd Inv

Muni. Short

3.7

Delaware MN High Yield Muni Bd A

Muni. Single-State Interm.

7.0

Dupree AL Tax Free Income

Muni. Single-State Interm.

5.8

Dupree MS Tax Free Income

Muni. Single-State Interm.

5.6

Eaton Vance OH Municipals A

Muni. Single-State Interm.

6.4

Eaton Vance SC Municipals A

Muni. Single-State Interm.

6.7

Vanguard FL Long Term Tx Ex Admrl

Muni. Single-State Interm.

5.6

Vanguard NJ Long Term TE Admrl

Muni. Single-State Interm.

5.5

Vanguard OH Long Term Tax Exempt

Muni. Single-State Interm.

5.5

Wells Fargo Advtg WI Tax Free Inv

Muni. Single-State Interm.

5.5

DWS Massachusetts Tax Free S

Muni. Single-State Long

5.3

Eaton Vance MA Municipals A

Muni. Single-State Long

6.2

Eaton Vance NJ Municipals A

Muni. Single-State Long

6.4

Fidelity MA Muni Inc

Muni. Single-State Long

5.6

Fidelity MI Muni Inc

Muni. Single-State Long

5.3

Fidelity NJ Muni Inc

Muni. Single-State Long

5.4

Fidelity OH Muni Inc

Muni. Single-State Long

5.4

First American NE Tax Free Y

Muni. Single-State Long

5.5

Oppenheimer NJ Municipal A

Muni. Single-State Long

8.6

Oppenheimer PA Municipal A

Muni. Single-State Long

8.9

T Rowe Price Tx Fr Inc Tr NJ Tx Fr Bond

Muni. Single-State Long

5.4

T Rowe Price Tx Fr Inc Tr VA Tx Fr Bond

Muni. Single-State Long

5.3

USAA Florida Tx Fr Income

Muni. Single-State Long

5.6

USAA Tx Ex Virginia Bond

Muni. Single-State Long

5.4

Wells Fargo Advtg MN Tax Free Adm

Muni. Single-State Long

5.1

Legg Mason Partners Lifestyle Income A

Short (General)

5.5

Phoenix Multi-Sector Short Tm Bond A

Short (General)

5.6

Thompson Plumb Bond

Short (General)

4.7

Vantagepoint Model Savings Oriented Growth

Short (General)

4.8

Allegiant Government Mortgage I

Short Government

4.3

DWS GNMA S

Short Government

4.2

Managers Intermed Duration US Govt

Short Government

4.4

PIMCO Total Return Mortgage D

Short Government

4.9

Sentinel Government Securities A

Short Government

4.9

DWS Short Duration Plus Inv**

Ultrashort

4.8

Schwab Inv Yield Plus Select

Ultrashort

3.4

*Appreciation plus reinvestment of dividends and capital gains before taxes, Jan. 1, 2002 - Dec. 29, 2006

** Fund closed

Data: Standard & Poor's

*Closed to new Investors


Burger King's Young Buns
LIMITED-TIME OFFER SUBSCRIBE NOW

(enter your email)
(enter up to 5 email addresses, separated by commas)

Max 250 characters

 
blog comments powered by Disqus