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Fund Spy

Our Fund Analyst Picks Do Battle with the Top Bond Index

Our actively managed bond picks fared well against the Lehman Brothers Aggregate.

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This article appears in the August issue of Morningstar FundInvestor. Each month we track how our Fund Analyst Picks have done overall and then drill down to examine how one category's picks performed.In addition to an article on the picks, we have a table displaying overall performance and graphs charting the performances of our individual picks in one category.

Intermediate-bond funds are at the heart of the bond world. Most of the bond market's value and many of the best bond funds can be found in the intermediate category. We've identified some attractive funds among that bunch, as our picks' records through June 2007 attest.

The newest entrant is  Fidelity Total Bond (FTBFX), which we picked in May, so it therefore lacks a meaningful record as a pick. Of the seven that have been picks for a while, all have beaten their category average. More impressive is that five of our six actively managed funds have beaten the Lehman Brothers Aggregate during the period from the time they were picked through the end of June 2007.

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Russel Kinnel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.