Global Bond Medalist Funds
Global bond portfolios typically invest 40% or more of their assets in fixed-income instruments issued outside the US. The allocation between US/non-US and high/low quality bonds can vary greatly between funds. Those funds in the “USD Hedged” category hedge most of their non-US dollar currency exposure back to the US dollar. Here we highlight funds and ETFs that also received a Gold, Silver, or Bronze Medalist Rating by our analysts. The Morningstar Medalist Rating is the forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For actively managed funds, Morningstar assigns Gold, Silver, and Bronze ratings to vehicles expected to add value over the long term when compared with a relevant Morningstar Category index after accounting for fees and risk. For passive strategies, funds and ETFs with the top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| AB Global Bond Fund Class Z
ANAZX
| 4.05% | 4.02% | 6.83 | −1.36% | 4.92% | 0.510% | $7.06B | ||
| Amana Participation Fund Institutional Shares
AMIPX
| 3.30% | 4.05% | 3.67 | −0.37% | 4.52% | 0.570% | $318.38M | ||
| American Funds Capital World Bond Fund® Class 529-F-3
FWBCX
| 5.06% | 4.51% | 6.35 | −2.90% | 4.41% | 0.530% | $9.76B | ||
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XLNQM
| 4.98% | 4.06% | 6.35 | −2.97% | 4.35% | 0.590% | $9.76B | ||
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CJRHD
| 5.10% | 4.17% | 6.35 | −2.86% | 4.49% | 0.480% | $9.76B | ||
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ZFFZBH
| 5.03% | 4.10% | 6.35 | −2.97% | 4.42% | 0.540% | $9.76B | ||
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PJRPRM
| 5.10% | 4.17% | 6.35 | −2.85% | 4.49% | 0.480% | $9.76B | ||
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CJBS
| 4.44% | 3.69% | 3.99 | 0.08% | — | 0.190% | $64.89M | ||
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ZJVNR
| 4.68% | 4.77% | 5.85 | −0.93% | 5.64% | 0.490% | $919.08M | ||
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QXLQG
| 4.63% | 4.72% | 5.85 | −0.96% | 5.65% | 0.540% | $919.08M | ||
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ZMKCY
| 4.19% | 4.46% | 5.85 | −1.22% | 5.32% | 0.790% | $919.08M | ||
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CJJRG
| 3.61% | 3.67% | 5.85 | −1.96% | 4.61% | 1.540% | $919.08M | ||
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KMSSFF
| 4.58% | 3.38% | 6.35 | −1.24% | 5.55% | 0.540% | $4.33B | ||
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PHBQL
| 4.66% | 3.44% | 6.35 | −1.17% | 5.63% | 0.490% | $4.33B | ||
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CXPFQC
| 6.49% | 5.54% | 5.99 | 2.18% | 6.80% | 0.660% | $1.29B | ||
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WQSJBQ
| 6.61% | 5.62% | 5.99 | 2.28% | 6.96% | 0.550% | $1.29B | ||
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BFYNS
| 5.62% | 4.41% | 6.56 | −0.15% | 7.47% | 0.450% | $5.12B | ||
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LLXWR
| 5.29% | 4.50% | 6.56 | −0.06% | 7.56% | 0.370% | $5.12B | ||
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XBPVZ
| 5.13% | 8.77% | 0.56 | 8.16% | 9.31% | 0.950% | $228.41M | ||
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PHVCD
| 5.44% | 9.05% | 0.56 | 8.29% | 9.55% | 0.700% | $228.41M | ||
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PHBTJ
| 3.81% | 4.33% | 6.59 | −1.32% | 4.16% | 0.060% | $1.38B | ||
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MLDYJX
| 4.05% | 3.99% | 5.26 | −0.58% | 6.55% | 0.410% | $2.33B | ||
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BYPQMN
| — | 4.56% | 7.47 | −1.84% | 3.54% | 0.000% | $17.39B | ||
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HHKYYH
| 5.00% | 3.33% | — | −1.80% | 5.14% | 0.590% | $722.69M | ||
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TLHYJY
| 3.82% | 5.24% | 4.81 | 0.12% | 5.02% | 0.720% | $4.71B |
United States