Medalist Bond ETFs
Bonds are best thought of as a loan a company has taken out with investors. Investors buy the bonds anticipating an interest payment from the company and ultimate payback of the amount borrowed. Bond funds buy multiple bonds in a portfolio and tend to focus on type of borrower such as local or national governments and corporations. Here we highlight the funds and ETFs across the categories 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
|
Morningstar Category
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
| |
|---|---|---|---|---|---|---|---|
| AAM SLC Low Duration Income ETF
LODI
| Short-Term Bond | — | 3.65% | — | — | ||
| AB Corporate Bond ETF
EYEG
| Corporate Bond | — | −2.52% | — | — | ||
| AB High Yield ETF
HYFI
| High Yield Bond | 1.91% | 8.97% | 3.67% | |||
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MSMT
| High Yield Bond | 3.17% | 8.10% | 3.94% | |||
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KDDF
| Intermediate Core-Plus Bond | — | −1.41% | — | — | ||
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GYFCM
| Multisector Bond | — | 0.46% | — | — | ||
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XLXBB
| Muni National Short | — | 2.35% | — | — | ||
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GFDZ
| Muni National Interm | 0.78% | 5.00% | — | |||
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LTDKC
| Multisector Bond | −0.06% | 6.80% | 1.86% | |||
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BHVG
| High Yield Bond | 3.00% | 8.47% | 4.66% | |||
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WST
| Securitized Bond - Diversified | −0.83% | 6.55% | 0.67% | |||
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SDQZF
| Ultrashort Bond | 3.96% | 5.58% | — | |||
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WYPLH
| Intermediate Core Bond | −1.55% | 5.47% | −0.23% | |||
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GDVS
| Global Bond-USD Hedged | — | 0.42% | — | — | ||
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JKRJT
| Intermediate Core Bond | −1.14% | 5.20% | −0.31% | |||
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SNTH
| Intermediate Core-Plus Bond | −0.91% | 6.29% | 1.52% | |||
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QJSPC
| Muni National Interm | −0.20% | 4.37% | 0.87% | |||
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PZPLZ
| Ultrashort Bond | 3.49% | 4.94% | 3.72% | |||
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TVVQF
| Short-Term Bond | — | 1.25% | — | — | ||
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GCGZP
| Intermediate Government | −1.45% | 4.25% | — | |||
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NNXW
| Short Government | 1.55% | 4.09% | — | |||
LOCK|B>@@NHj G@+? HH$-^p&Pp kf! #dM !G!!<&l<%>%TR %&Hs?#Dym
KPGT
| Muni Massachusetts | — | −0.63% | — | — | ||
LOCK|ng@$GK! vy+^ >@z-mlnHG md^CMRp#zHF& ??%Qc&#% Z^@lX
NPJP
| Muni National Interm | — | 0.05% | — | — | ||
LOCK|!!&Vh WZvC!-fW<@h <^TNGQm^pp sV!z^ %f?@#
YBFQ
| Ultrashort Bond | 3.80% | 5.23% | — | |||
LOCK|k$Vd% P><f? #t<> dQ?@ ^$dD
PSTT
| Intermediate Core Bond | −1.22% | 5.27% | — |
United States