High Yield Bond Medalist Funds
High-yield bond funds concentrate on lower-quality bonds, which are riskier than those of higher-quality companies. These portfolios generally offer higher yields than other types of portfolios, but they are also more vulnerable to economic and credit risk. 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
| |
|---|---|---|---|---|---|---|---|---|---|
| Fidelity Advisor Capital & Income Fund - Class A
FAHDX
| 3.66% | 4.06% | — | 6.94% | 11.32% | 1.180% | $3.11B | ||
| Fidelity Advisor Capital & Income Fund - Class I
FAHCX
| 4.42% | 4.33% | — | 7.26% | 11.58% | 0.930% | $3.11B | ||
| Fidelity Advisor Capital & Income Fund - Class M
FAHYX
| 3.63% | 4.06% | — | 6.92% | 11.31% | 1.170% | $3.11B | ||
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TPRCS
| 4.42% | 4.44% | — | 7.37% | 11.70% | 0.820% | $3.11B | ||
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GYCQCW
| 4.22% | 4.56% | — | 8.25% | 12.07% | 0.660% | $15.51B | ||
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TBDW
| 6.35% | 7.16% | 3.59 | 2.50% | 8.54% | 0.480% | $154.35M | ||
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PVJMD
| 6.53% | 7.16% | 2.10 | 2.34% | 7.36% | 0.300% | $7.58B | ||
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VHYQKL
| 6.58% | 8.03% | 2.58 | 2.13% | 7.75% | 0.650% | $10.95B | ||
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TXVVD
| 6.83% | 8.16% | 2.58 | 2.35% | 7.97% | 0.550% | $10.95B | ||
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SSXXD
| 7.02% | 8.33% | 2.58 | 2.53% | 8.09% | 0.380% | $10.95B | ||
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BBLRW
| 6.93% | 8.24% | 2.58 | 2.32% | 7.95% | 0.450% | $10.95B | ||
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NKGCZW
| 6.93% | 8.24% | 2.58 | 2.33% | 7.96% | 0.450% | $10.95B | ||
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VLKNH
| 7.02% | 8.33% | 2.58 | 2.42% | 8.05% | 0.380% | $10.95B | ||
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ZRMSD
| 6.86% | 7.02% | 2.92 | 2.89% | 9.30% | 0.710% | $354.96M | ||
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KXK
| 6.74% | 7.55% | 2.11 | 1.67% | 7.51% | 0.550% | $1.71B | ||
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KCXQR
| 6.11% | 6.97% | 1.86 | 1.93% | 6.66% | 0.790% | $1.07B |
United States