Top Performer World Bond Mutual FundsWorld bond mutual fund utilizes its assets to purchase investment grade foreign debt securities and U.S. It may invest in lower quality bonds from developed and emerging markets countries. This fixed income mutual fund provides higher income to investors.
This top performer bond mutual fund list is sorted based on its performance in 2012 up to December 31st. You can find the fund review, expense ratio, yield, ranking, share price, management, top holdings, credit rating, etc.
The 10 best performing world bond mutual funds December 2012 are:
- Chou Income (CHOIX)
- Templeton Global Total Return Fund (TGTRX)
- Nuveen Global Total Return Bond Fund (NGTAX)
- Templeton Global Bond Fund (TPINX)
- Legg Mason BW International Opportunities Bond Fund (LWOAX)
- Matthews Asia Strategic Income Fund (MAINX)
- Templeton International Bond Fund (TBOAX)
- Legg Mason BW Global Opportunities Bond Fund (GOBAX)
- Prudential Global Total Return Fund (GTRAX)
- TCW Global Bond Fund (TGGFX)
Chou Income (CHOIX)
Chou Income fund utilizes its assets to purchase fixed income securities especially in money market funds and U.S. Treasury bills, notes & bonds. The fund manager is Francis Chou. It is a new fund introduced in June 30, 2010. It has yield of 15.40% for the past 12-month. It also has $6.41 million of assets. The expense ratio is 1.50%. The current share price is $9.90.
Best Performing Inflation Protected Bond Mutual Funds December 2012
This best performing world bond mutual fund 2012 has YTD return of 34.94%. You can buy this fund with $5,000 initial funding. As of December 2012, the top 4 sectors are convertible (35.38%), bank loan (19.15%), corporate bond (10.62%), and government (0.84%).
Templeton Global Total Return Fund (TGTRX)
Templeton Global Total Return Fund is one of the best ranked world bond mutual funds. Its objective is to provide total investment through interest income, capital growth, and currency gains. It invests in fixed and floating rate debts of government and corporate around the world. This mutual fund has total assets of $4.53 billion. Its dividend yield is 4.89%.
As part of Franklin Templeton Investment Funds, its year to date return in 2012 is 19.03%. Ranked with 5 stars and silver rating, it also has a 3-year annualized return of 8.96%. The fund has an average effective duration of 2.41 years. The top 2 holdings are Republic of Korea 3% (3.24%), and Uruguay Rep 4.375% (2.30%).
Nuveen Global Total Return Bond Fund (NGTAX)
Nuveen Global Total Return Bond Fund also has small assets of $17 million. Its expense ratio is 0.98%. The fund has an annual portfolio turnover rate of 116%. This world bond fund has a sales load of 4.75%. You can also buy other classes of this fund such as Class C (NGTCX), Class I (NGTIX), and Class R3 (NGTRX).
Best Performer High Yield Bond Closed End Funds 2012
As one of the best performing world bond mutual funds 2012, the top 2 bond sectors are corporate bond (38.18%) and government bond (36.95%). The fund managers are Steven Lee and Timothy A. Palmer.
Templeton Global Bond Fund (TPINX)
Templeton Global Bond Fund uses its assets to buy bonds issued by government located around the world, including inflation-indexed securities. It may also invest in high yield bonds. This top performer world bond mutual fund has 5-stars rating. The fund managers are Michael Hasenstab and Sonal Desai.
This TPINX fund has an effective maturity of 2.76 years. The average credit quality is BBB (investment grade). The 3 year beta risk is -0.41. Based on load adjusted returns, this best performing world bond fund has 6.74% over the past 3 year, and 8.80% over the past 5 year.
Legg Mason BW International Opportunities Bond Fund (LWOAX)
This Legg Mason BW International Opportunities Bond Fund has yield of 3.53%. This load mutual fund has small assets of $77.4 million. Its expense ratio is 1%. The fund has middle rated credit quality. The minimum initial investment is $1,000. If you invest $10,000 in this fund 3 years ago, your capital would have grown to $12,645.
Top 8 World Bond Mutual Funds 2012
As of December 2012, the top 3 bond in its portfolio are Government Of United Kingdom 4.25% (10.43%), Rep of Italy 5% (9.95%), and Mex Bonos Desarr Fixed Rate Bonds 05/29 8.5 (8.17%).
Matthews Asia Strategic Income Fund (MAINX)
Matthews Asia Strategic Income fund invests majority of its assets in income-producing securities. It invests in debt issued by governments, quasi-governmental entities, supra-national institutions, and companies in Asia. It is managed by Teresa Kong, Robert J. Horrocks, and Gerald Hwang. Its yield is 2.67%. The portfolio turnover rate is only 3.7%.
This top performer world bond fund has YTD return of 13.62%. The fund’s NAV is $10.84.
Disclosure: No Position
Fund Performance
| No | Fund Description | Ticker | YTD Return % | Expense Ratio % | Assets (mil) |
|---|---|---|---|---|---|
| 1 | PIMCO Real Return Asset I | PRAIX | 13.69 | 0.55 | 639 |
| 2 | GMO Inflation Indexed Plus Bond III | GMITX | 13.5 | 0.39 | 47 |
| 3 | Lord Abbett Inflation Focused A | LIFAX | 9.87 | 0.78 | 568 |
| 4 | PIMCO Real Return A | PRTNX | 8.82 | 0.85 | 25833 |
| 5 | Harbor Real Return Instl | HARRX | 8.44 | 0.6 | 516 |
| 6 | VALIC Company I Inflation Protected | VCTPX | 8.03 | 0.61 | 452 |
| 7 | Columbia Infl Protected Secs A | APSAX | 7.47 | 0.85 | 401 |
| 8 | DFA Inflation-Protected Securities I | DIPSX | 7.45 | 0.13 | 2591 |
| 9 | Transamerica Partners Instl InflProt Sec | DIIGX | 6.78 | 0.65 | 122 |
| 10 | Vanguard Inflation-Protected Secs Inv | VIPSX | 6.78 | 0.2 | 45175 |
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