| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| TIAA-CREF Social Choice Bond Fund Inst (TSBIX) | $442.9 | 4.38% | N/A | N/A | 0.40% |
| BlackRock Total Return Fund BlackRock (MPHQX) | $6,277.4 | 3.76% | 4.84% | 5.74% | 0.54% |
| SEI Inst Inv Core Fixed Income Fund A (SCOAX) | $5,590.3 | 3.26% | 3.05% | 5.11% | 0.36% |
| Principal Bond Market Index Fund Institutional (PNIIX) | $1,266.4 | 3.11% | 1.82% | 3.61% | 0.26% |
| Vanguard Intermediate-Term Bond Index Fund Inv (VBIIX) | $19,429.3 | 3.10% | 2.18% | 5.14% | 0.20% |
| Western Asset Core Bond Fund I (WATFX) | $3,888.1 | 3.08% | 3.09% | 5.22% | 0.45% |
| PF Managed Bond Fund P | $534.4 | 3.06% | 2.76% | 3.96% | 0.55% |
| Baird Aggregate Bond Fund Institutional (BAGIX) | $5,682.0 | 3.04% | 3.25% | 5.07% | 0.30% |
| DFA Intermediate-Term Extended Quality Port Inst (DFTEX) | $2,605.2 | 3.03% | 2.70% | N/A | 0.22% |
| Transamerica Core Bond I2 | $923.8 | 2.95% | 2.19% | 4.03% | 0.51% |
| Bottom 5 | |||||
| Prudential Core Bond Fund Z (TAIBX) | $110.1 | -0.46% | 0.47% | 3.10% | 0.45% |
| Federated Short-Intermediate Tot Ret Bd Fund Inst (FGCIX) | $250.5 | 0.85% | 2.16% | 3.31% | 0.36% |
| MainStay Total Return Bond Fund I (MTMIX) | $1,714.4 | 1.07% | 2.85% | 4.85% | 0.60% |
| Dreyfus Intermediate Term Income Fund A (DRITX) | $976.4 | 1.30% | 2.34% | 4.37% | 0.89% |
| Hartford Total Return Bond Fund A (ITBAX) | $1,886.4 | 1.31% | 2.40% | 3.97% | 0.87% |
| Classification total/average | $599,822.0 | 1.94% | 2.18% | 3.96% | 0.81% |
| Barclays U.S. Aggregate Bond Total Return | 2.54% | 1.84% | 3.75% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Fidelity Capital & Income Fund (FAGIX) | $11,120.1 | 6.22% | 10.96% | 10.02% | 0.71% |
| Fidelity Advisor High Income Advantage Fund T (FAHYX) | $2,114.4 | 5.15% | 10.44% | 10.04% | 1.01% |
| Artisan High Income Fund;Investor (ARTFX) | $692.4 | 5.14% | N/A | N/A | 1.11% |
| Buffalo High Yield Fund (BUFHX) | $262.3 | 4.18% | 6.91% | 7.45% | 1.02% |
| Lord Abbett High Yield Fund A (LHYAX) | $4,413.0 | 3.85% | 9.85% | 9.79% | 0.94% |
| Federated High Yield Trust Svc (FHYTX) | $765.6 | 3.63% | 11.17% | 10.96% | 0.99% |
| Lazard US Corporate Income Portfolio Inst (LZHYX) | $228.6 | 3.53% | 7.10% | 7.97% | 0.55% |
| MainStay Short Duration High Yield Fund I (MDHIX) | $452.3 | 3.50% | N/A | N/A | 0.76% |
| John Hancock US High Yield Bond Fund NAV | $385.7 | 3.42% | 7.32% | 7.96% | 0.77% |
| Columbia Income Opportunities Fund A (AIOAX) | $3,316.1 | 3.34% | 7.52% | 8.72% | 1.13% |
| Bottom 5 | |||||
| Third Avenue Focused Credit Fund Inst (TFCIX) | $2,461.4 | -15.22% | 6.85% | 6.51% | 0.88% |
| Western Asset Global High Yield Bond Fund A (SAHYX) | $415.7 | -3.10% | 6.81% | 7.49% | 1.14% |
| Pax World High Yield Bond Fund Investor (PAXHX) | $548.4 | -2.68% | 5.68% | 6.52% | 0.97% |
| John Hancock Focused High Yield Fund B (TSHYX) | $497.4 | -2.54% | 8.42% | 6.25% | 1.75% |
| Pioneer Global High Yield Fund A (PGHYX) | $1,215.6 | -2.44% | 6.28% | 6.67% | 1.13% |
| Classification total/average | $268,119.4 | 0.83% | 7.34% | 8.18% | 1.12% |
| Barclays U.S. High Yield 2% Issuer Cap Total Return | 1.79% | 8.24% | 9.20% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Semper MBS Total Return Fund Inst (SEMMX) | $186.2 | 6.08% | N/A | N/A | 0.76% |
| Spirit of America Income Fund A (SOAIX) | $215.0 | 5.75% | 4.65% | 7.33% | 1.10% |
| Angel Oak Multi-Strategy Income Fund A (ANGLX) | $3,937.5 | 5.19% | 8.30% | N/A | 1.45% |
| PIMCO Income Fund;Institutional (PIMIX) | $44,877.2 | 4.68% | 9.78% | 11.04% | 0.45% |
| Lord Abbett Bond-Debenture Fund A (LBNDX) | $9,778.5 | 4.26% | 8.53% | 8.85% | 0.81% |
| ASTON/DoubleLine Core Plus Fixed Income Fund I (ADLIX) | $363.8 | 3.57% | 3.87% | N/A | 0.71% |
| BlackRock Allocation Target Shares Series M (BRAMX) | $534.9 | 3.43% | 3.01% | 5.68% | 0.02% |
| Eaton Vance Short Duration Strategic Income Fund B (EVSGX) | $2,508.6 | 3.14% | 3.82% | 3.41% | 1.93% |
| PIMCO Fixed Income SHares Series C (FXICX) | $1,844.9 | 3.04% | 4.53% | 7.32% | 0.01% |
| John Hancock Strategic Income Opportunities Fund NAV | $5,019.9 | 2.97% | 6.35% | 7.03% | 0.67% |
| Bottom 5 | |||||
| USAA Flexible Income Fund Adviser (UAFIX) | $168.3 | -1.89% | N/A | N/A | 1.16% |
| PIMCO Floating Income Fund Institutional (PFIIX) | $758.7 | -1.69% | 4.71% | 3.65% | 0.55% |
| Russell Global Opportunistic Credit Fund S (RGCSX) | $1,987.2 | -1.59% | 4.84% | N/A | 0.89% |
| Great-West Loomis Sayles Bond Fund Initial (MXLMX) | $789.8 | -1.01% | 7.19% | 8.06% | 0.90% |
| Eaton Vance Bond Fund I (EVBIX) | $1,913.7 | -0.92% | N/A | N/A | 0.69% |
| Classification total/average | $176,977.2 | 1.07% | 4.79% | 5.80% | 1.12% |
| Barclays U.S. Aggregate Bond Total Return | 2.54% | 1.84% | 3.75% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| Nuveen All-American Municipal Bond Fund A (FLAAX) | $2,493.7 | 5.02% | 4.12% | 6.10% | 0.72% |
| Clearwater Tax-Exempt Bond Fund (QWVQX) | $509.7 | 4.95% | 4.92% | 6.30% | 0.66% |
| Oppenheimer Rochester AMT-Free Municipal Fund A (OPTAX) | $2,016.6 | 4.77% | 5.32% | 7.72% | 1.05% |
| Wells Fargo Advantage CoreBuilder Shares - Srs M (WFCMX) | $277.7 | 4.37% | 5.57% | 7.54% | 0.00% |
| Lord Abbett National Tax Free Fund A (LANSX) | $1,817.0 | 4.30% | 3.91% | 5.62% | 0.78% |
| Sit Tax-Free Income Fund (SNTIX) | $163.0 | 4.26% | 4.21% | 5.45% | 0.90% |
| Eaton Vance Municipal Opportunities Fund I (EMOIX) | $266.9 | 4.19% | 4.20% | N/A | 0.75% |
| Principal Tax-Exempt Bond Fund A (PTEAX) | $231.1 | 4.18% | 3.54% | 4.97% | 0.81% |
| Columbia AMT-Free Tax-Exempt Bond Fund A (INTAX) | $607.2 | 4.17% | 4.04% | 5.57% | 0.83% |
| Lord Abbett AMT Free Municipal Bond Fund A (LATAX) | $153.6 | 4.14% | 3.30% | N/A | 0.60% |
| Bottom 5 | |||||
| JPMorgan Tax Aware Income Opportunities Fund A (JTAAX) | $423.2 | 0.04% | 0.60% | N/A | 0.75% |
| Manning & Napier Diversified Tax Exempt Series (EXDVX) | $400.2 | 0.14% | 0.41% | 1.75% | 0.59% |
| Old Westbury Municipal Bond Fund (OWMBX) | $1,311.0 | 0.49% | 0.70% | 1.90% | 0.60% |
| Brown Advisory Tax Exempt Bond Fund Inv (BIAEX) | $225.0 | 0.69% | N/A | N/A | 0.53% |
| Calvert Tax-Free Bond Fund A (CTTLX) | $140.6 | 1.07% | 1.95% | 3.17% | 0.93% |
| Classification total/average | $119,695.1 | 3.00% | 3.04% | 4.61% | 1.00% |
| Barclays Municipal Bond Total Return | 2.95% | 2.94% | 4.46% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| American Funds Inflation Linked Bond Fund A (BFIAX) | $985.3 | -0.20% | N/A | N/A | 0.79% |
| Nuveen Inflation Protected Securities Fund I (FYIPX) | $375.9 | -0.88% | -0.90% | 3.72% | 0.58% |
| DFA Inflation Protected Securities Portfolio Inst (DIPSX) | $2,934.7 | -1.02% | -1.28% | 3.82% | 0.12% |
| Fidelity Spartan Infl-Protected Bd Idx Fund FA (FSIYX) | $261.2 | -1.11% | -1.29% | N/A | 0.10% |
| T Rowe Price Inflation Protected Bond Fund (PRIPX) | $401.5 | -1.14% | -1.39% | 3.13% | 0.50% |
| Vanguard Inflation-Protected Securities Fund Inv (VIPSX) | $25,627.3 | -1.16% | -1.38% | 3.41% | 0.20% |
| HC Inflation Protected Securities Portfolio HC Str (HCPBX) | $521.4 | -1.18% | N/A | N/A | 0.16% |
| TIAA-CREF Inflation-Linked Bond Fund;Institutional (TIILX) | $2,049.6 | -1.19% | -1.42% | 3.33% | 0.27% |
| Schwab Treasury Inflation Protected Sec Index Fund (SWRSX) | $264.9 | -1.21% | -1.41% | 3.23% | 0.19% |
| Nationwide Inflation-Protected Securities Fund Inst (NIFIX) | $211.4 | -1.22% | N/A | N/A | 0.30% |
| Bottom 5 | |||||
| Lord Abbett Inflation Focused Fund A (LIFAX) | $851.5 | -5.42% | 0.00% | N/A | 0.75% |
| Columbia Inflation Protected Securities Fund A (APSAX) | $207.6 | -4.67% | -2.10% | 2.58% | 0.85% |
| Franklin Real Return Fund A (FRRAX) | $347.6 | -4.07% | 1.10% | 1.86% | 0.92% |
| PIMCO Fixed Income SHares Series R (FXIRX) | $193.7 | -2.70% | -0.26% | 6.66% | 0.07% |
| PF Inflation Managed Fund P | $118.2 | -2.56% | -1.77% | 3.34% | 0.54% |
| Classification total/average | $84,013.1 | -2.01% | -1.40% | 2.69% | 0.83% |
| Barclays U.S. TIPS Total Return | -1.04% | -1.17% | 3.57% |
| Top 10 | Portfolio net assets ($M) | 1-year return | 3-year return | 5-year return | Expense ratio* |
|---|---|---|---|---|---|
| DoubleLine Floating Rate Fund I (DBFRX) | $347.9 | 3.80% | N/A | N/A | 0.75% |
| Guggenheim Floating Rate Strategies Fund Inst (GIFIX) | $1,493.8 | 3.65% | 6.49% | N/A | 0.80% |
| T Rowe Price Institutional Floating Rate Fund (RPIFX) | $3,368.0 | 3.51% | 5.20% | 5.55% | 0.56% |
| Credit Suisse Floating Rate High Income Fund A (CHIAX) | $1,901.2 | 3.34% | 4.93% | N/A | 1.02% |
| Voya Floating Rate Fund I (IFRIX) | $976.2 | 3.27% | 5.04% | N/A | 0.76% |
| BlackRock Secured Credit Portfolio Investor A (BMSAX) | $293.2 | 3.23% | 5.43% | 5.78% | 0.97% |
| Dreyfus Floating Rate Income Fund Y (DFLYX) | $515.8 | 3.08% | N/A | N/A | 0.80% |
| Payden Floating Rate Fund SI (PYFIX) | $175.2 | 3.06% | N/A | N/A | 0.65% |
| Transamerica Floating Rate I2 | $275.8 | 3.04% | N/A | N/A | 0.81% |
| T Rowe Price Floating Rate Fund (PRFRX) | $498.1 | 3.03% | 4.55% | N/A | 0.86% |
| Bottom 5 | |||||
| Hartford Floating Rate High Income Fund A (HFHAX) | $464.2 | 0.55% | 5.47% | N/A | 1.07% |
| Hartford Floating Rate Fund C (HFLCX) | $5,296.7 | 0.57% | 3.67% | 4.35% | 1.71% |
| First Investors Floating Rate Fund A (FRFDX) | $107.1 | 0.61% | N/A | N/A | 1.10% |
| RS Floating Rate Fund Y (RSFYX) | $1,704.1 | 0.74% | 4.62% | 5.24% | 0.78% |
| John Hancock II Floating Rate Income Fund NAV | $3,203.8 | 1.13% | 4.69% | 5.65% | 0.72% |
| Classification total/average | $112,458.8 | 2.02% | 4.73% | 5.10% | 1.14% |
| S&P/LSTA Leveraged Loan Total Return | 2.76% | 5.31% | 5.48% |
Assets as of April 30, returns as of June 2. Distinct classes and funds with $100 million portfolio minimum only. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than the year indicated). *Net prospectus Source: Lipper
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
