Corporate Bond Funds
Corporate bond portfolios concentrate on investment-grade bonds issued by corporations in U.S. dollars, which tend to have more credit risk than government or agency-backed bonds. These portfolios hold more than 65% of their assets in corporate debt, less than 40% of their assets in non-U.S. debt, less than 35% in below-investment-grade debt, and durations that typically range between 75% and 150% of the three-year average of the effective duration of the Morningstar Core Bond Index.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
SEC 30-Day Yield
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Interm-Term Invmt-Grade Inv | VFICX | Corporate Bond | 32.67 Bil | 5.30% | 4.08% | 35 | 44 | 70 | 0.200% | $3,000 | No Load | Open |
| Lord Abbett Income F3 | LOGVX | Corporate Bond | 4.31 Bil | 5.59% | 5.34% | 23 | 16 | — | 0.460% | — | No Load | Open |
| Lord Abbett Income F | LAUFX | Corporate Bond | 4.31 Bil | 5.42% | 5.20% | 30 | 40 | 28 | 0.630% | — | No Load | Open |
| American Funds Corporate Bond 529F1 | COBFX | Corporate Bond | 1.78 Bil | 4.81% | — | 81 | 45 | — | 0.740% | $250 | No Load | Open |
| American Funds Corporate Bond F1 | BFCFX | Corporate Bond | 1.78 Bil | 4.64% | 3.61% | 86 | 66 | — | 0.680% | $250 | No Load | Open |
| American Funds Corporate Bond 529-F-3 | FBCDX | Corporate Bond | 1.78 Bil | 4.93% | — | 74 | — | — | 0.370% | $250 | No Load | Open |
| American Funds Corporate Bond 529-F-2 | FFBBX | Corporate Bond | 1.78 Bil | 4.87% | — | 76 | — | — | 0.420% | $250 | No Load | Open |
| American Funds Corporate Bond F2 | BFCGX | Corporate Bond | 1.78 Bil | 4.86% | 3.88% | 77 | 43 | — | 0.430% | $250 | No Load | Open |
| Fidelity Corporate Bond | FCBFX | Corporate Bond | 1.71 Bil | 5.13% | 3.82% | 70 | 54 | 36 | 0.450% | — | No Load | Open |
| Columbia Corporate Income Adv | CIFRX | Corporate Bond | 1.62 Bil | 5.00% | 4.18% | 28 | 8 | 29 | 0.620% | $2,000 | No Load | Open |
| Thrivent Income S | LBIIX | Corporate Bond | 1.01 Bil | 4.98% | 4.11% | 41 | 16 | 17 | 0.470% | $2,000 | No Load | Open |
| Goldman Sachs Investment Grd Crdt P | GGBPX | Corporate Bond | 647.96 Mil | 4.83% | 4.47% | 39 | 36 | — | 0.380% | — | No Load | Open |
| Goldman Sachs Investment Grd Crdt Inv | GTIRX | Corporate Bond | 647.96 Mil | 4.74% | 4.38% | 44 | 45 | 68 | 0.470% | — | No Load | Open |
| Goldman Sachs Investment Grd Crdt SAI | GSCPX | Corporate Bond | 647.96 Mil | 4.83% | 4.47% | 40 | 37 | 44 | 0.380% | — | No Load | Open |
| Fidelity Series Corporate Bond | FHMFX | Corporate Bond | 553.19 Mil | 5.73% | 4.21% | 55 | 22 | — | — | — | No Load | Open |
| Vanguard Global Credit Bond Investor | VGCIX | Corporate Bond | 534.77 Mil | 4.66% | 4.31% | 20 | 8 | — | 0.350% | $3,000 | No Load | Open |
| T. Rowe Price Corporate Income | PRPIX | Corporate Bond | 530.83 Mil | 4.91% | 4.32% | 75 | 90 | 81 | 0.590% | $2,500 | No Load | Open |
| BNY Mellon Corporate Bond Investor | BYMIX | Corporate Bond | 421.92 Mil | 5.04% | 3.58% | 7 | 2 | 8 | 0.830% | $10,000 | No Load | Open |
| BNY Mellon Corporate Bond M | BYMMX | Corporate Bond | 421.92 Mil | 5.29% | 3.89% | 5 | 2 | 3 | 0.580% | $10,000 | No Load | Open |
| Payden Corporate Bond Adviser | PYAYX | Corporate Bond | 362.88 Mil | — | — | — | — | — | 0.910% | $5,000 | No Load | Open |
| LKCM Fixed-Income | LKFIX | Corporate Bond | 273.08 Mil | 4.14% | 2.46% | 4 | 57 | 96 | 0.500% | $2,000 | No Load | Open |
| AB Sustainable Thematic Credit Advisor | STHYX | Corporate Bond | 242.20 Mil | — | 3.72% | — | — | — | 0.600% | — | No Load | Open |
| PIA BBB Bond | PBBBX | Corporate Bond | 200.33 Mil | 5.31% | 3.58% | 50 | 51 | 43 | 0.170% | $1,000 | No Load | Open |
| Federated Hermes Corporate Bond Strategy | FCSPX | Corporate Bond | 165.79 Mil | 5.60% | 4.01% | — | — | — | — | — | No Load | Open |
| Voya Investment Grade Credit W | VIGWX | Corporate Bond | 58.61 Mil | 4.70% | 4.69% | 86 | 35 | — | 0.650% | $1,000 | No Load | Open |
| Metropolitan West Corporate Bond M | MWCSX | Corporate Bond | 4.99 Mil | 4.87% | 3.60% | 90 | 51 | — | 0.750% | $5,000 | No Load | Open |
Corporate Bond Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.
SEC Yield is based on a 30-day period ending on the last day of the previous month. It is computed by dividing the net investment incomes per share earned during the period by the maximum offering price per share on the last day of the period. The figure listed lags by one month. When a dash appears, the yield available is more than 30 days old.