Nontraditional Bond Funds

Nontraditional bond funds are like the grade-school kids that liked to color outside the lines. Here, the strategies often have very limited portfolio constraints on exposure to credit, sectors, currency, or interest-rate sensitivity. They may also have exposure to a mix of factors such as absolute return mandates (goals of producing returns not correlated with the overall bond market), performance benchmarks based on ultra-short-term interest rates (such as T-bills), and the ability to use a broad range of derivatives for market- and security-level positions.
Screen With Investor
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
1290 Diversified Bond Fund Class A
TNUAX
4.64%4.92%3.281.90%6.47%0.750%$594.09M
1290 Diversified Bond Fund Class I
TNUIX
5.16%5.05%3.282.16%6.73%0.500%$594.09M
1290 Diversified Bond Fund Class R
TNURX
4.55%4.79%3.281.65%6.21%1.000%$594.09M
Abacus Flexible Bond Leaders ETF
ABXB
4.45%4.85%3.64−0.66%5.86%0.620%$1.86M
Adaptive Hedged Multi-Asset Income ETF
AMAX
—12.19%15.181.67%10.77%1.360%$74.96M
Anchor Risk Managed Income Strategies Fund Advisor Class Shares
ATCAX
—11.64%3.25−1.28%3.65%2.920%$14.47M
Anchor Risk Managed Income Strategies Fund Institutional Class
ATCSX
—11.42%3.25−1.52%3.39%3.170%$14.47M
Anfield Universal Fixed Income Fund Advisor Class
AFLAX
——————1.240%$148.74M
Anfield Universal Fixed Income Fund Institutional Class
AFLIX
——2.53%—2.19%5.38%1.270%$148.74M
Anfield Universal Fixed Income Fund Investor Class
AFLNX
——————1.090%$148.74M
Artisan Global Unconstrained Fund Advisor Shares
APDPX
—4.44%—11.53%10.63%1.160%$1.83B
Artisan Global Unconstrained Fund Institutional Shares
APHPX
—4.49%—11.60%10.69%1.110%$1.83B
Artisan Global Unconstrained Fund Investor Shares
APFPX
—4.33%—11.42%10.52%1.260%$1.83B
AXS Tactical Income Fund Class I Shares
TINIX
—3.46%4.041.48%4.43%1.900%$30.87M
BlackRock Credit Relative Value Fund Class K
BDMKX
4.76%5.84%0.911.25%6.51%1.160%$1.00B
BlackRock Credit Relative Value Fund Institutional Shares
BGCIX
4.66%5.77%0.911.07%6.41%1.390%$1.00B
BlackRock Credit Relative Value Fund Investor A Shares
BGCAX
4.27%5.51%0.910.92%6.22%1.590%$1.00B
BlackRock Credit Relative Value Fund Investor C Shares
BGCCX
3.70%4.70%0.910.21%5.44%2.340%$1.00B
BlackRock Strategic Income Opportunities Portfolio Class K
BSIKX
5.04%4.98%4.091.69%6.83%0.530%$49.23B
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
BSIIX
4.95%4.89%4.091.60%6.74%0.620%$49.23B
BlackRock Strategic Income Opportunities Portfolio Investor A Shares
BASIX
4.51%4.62%4.091.44%6.46%0.880%$49.23B
BlackRock Strategic Income Opportunities Portfolio Investor C Shares
BSICX
3.97%3.88%4.090.71%5.70%1.610%$49.23B
Bramshill Income Performance Fund Institutional Class
BRMSX
4.76%4.83%—−4.26%3.61%1.190%$977.31M
BTS Managed Income Fund Class A Shares
BTSAX
3.45%5.02%2.181.14%5.66%2.020%$14.09M
BTS Managed Income Fund Class C Shares
BTSCX
2.86%4.27%2.180.39%4.87%2.770%$14.09M

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