Corporate Bond Funds
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These bond funds are sorted based on its year to date performance. These bond funds may be ranked as the best funds in corporate bond category. I have provided the fund review information such as yield, management, objective, expense ratio fee, holdings, top sectors, etc.
Best performing corporate bond mutual funds 2014 are:
- Schroder Long Duration Investment-Grade Bond Investor (STWLX)
- Vanguard Long-Term Corp Bond Index Admiral (VLTCX)
- PIMCO Long-Term Credit Institutional (PTCIX)
- Vanguard Long-Term Investment-Grade Investor (VWESX)
- Delaware Extended Duration Bond A (DEEAX)
- RidgeWorth Corporate Bond A (SAINX)
- Invesco Corporate Bond A (ACCBX)
- Payden Corporate Bond (PYACX)
- PIA BBB Bond (PBBBX)
- Vanguard Interm-Tm Corp Bond Index I (VICBX)
- Delaware Corporate Bond A (DGCAX)
- T. Rowe Price Corporate Income (PRPIX)
- Fidelity Corporate Bond (FCBFX)
- PIMCO Investment Grade Corp Bond A (PBDAX)
- Federated Bond A (FDBAX)
Schroder Long Duration Investment-Grade Bond Fund (STWLX)
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This top fund recorded a total return of -6.17 in 2013 and 16.61 in 2012. The fund’s yield is 4.60%. The most recent distribution was in February 2014 with $0.04. The top holdings as of December 2013 are US Treasury (4.6%), US Treasury STRIPS (3.7%) and JP Morgan Chase & Co (3.1%).
Vanguard Long-Term Corp Bond Index Fund (VLTCX)
Morningstar analysts rank this Vanguard Long-Term Corp Bond Index Fund (VLTCX) with 4-stars rating for its performance. The total net assets are $957.2 million. It has 0.12% annual expense ratio and 4.64% dividend yield.This top performing corporate bond mutual fund returned 15.90% in 2011, 12.29% in 2012 and -5.92% in 2013. The current YTD return is 5.44%. This fund is on the first rank among its peers in the category. It uses Barclays US 10+ Year Corporate Index as the benchmark. It also has 23.9 years of average maturity and 13.4 years of average duration. This Vanguard Fund is available for purchase from 19 brokerages.
PIMCO Long-Term Credit Institutional (PTCIX)
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The YTD return is 5.27%. The fund has 3-year annualized return of 11.06% and 1-year annualized return of 0.25%. It has the highest rating from Morningstar (5-stars). The fund is also available in Class P (PLCPX). The top industry sector exposure as of January 2014 is Banks (10.7%) and Pipelines (7.05%).
Fund Performance
No | Fund Name | Ticker | Rating | Net Assets | Exp Ratio | YTD | 1-Year | 3-Year | 5-Year | 10-Year |
---|---|---|---|---|---|---|---|---|---|---|
1 | Schroder Long Duration Inv-Grd Bd Inv | STWLX | N/A | $38 | 0.46% | 6.89% | 1.02% | N/A | N/A | N/A |
2 | Vanguard Long-Term Corp Bond Idx Admiral | VLTCX | 4 | $721 | 0.12% | 6.49% | 0.97% | 9.75% | N/A | N/A |
3 | PIMCO Long-Term Credit Institutional | PTCIX | 5 | $5,600 | 0.55% | 6.04% | 0.76% | 11.51% | N/A | N/A |
4 | Vanguard Long-Term Investment-Grade Inv | VWESX | 4 | $14,100 | 0.22% | 6.31% | 0.13% | 9.80% | 11.33% | 6.71% |
5 | Delaware Extended Duration Bond A | DEEAX | 5 | $603 | 0.95% | 5.94% | 1.89% | 11.40% | 15.99% | 8.60% |
6 | RidgeWorth Corporate Bond A | SAINX | 1 | $48 | 0.88% | 3.64% | 0.68% | 5.48% | 7.88% | 5.32% |
7 | Invesco Corporate Bond A | ACCBX | 3 | $921 | 0.89% | 3.69% | 3.24% | 6.67% | 10.47% | 5.48% |
8 | Payden Corporate Bond | PYACX | 3 | $66 | 0.65% | 3.71% | 2.76% | 6.77% | N/A | N/A |
9 | PIA BBB Bond | PBBBX | 4 | $243 | 0.00% | 3.59% | 1.18% | 6.75% | 10.65% | 5.85% |
10 | Vanguard Interm-Tm Corp Bd Idx I | VICBX | 4 | $3,300 | 0.09% | 3.57% | 1.27% | 6.86% | N/A | N/A |
11 | Delaware Corporate Bond A | DGCAX | 4 | $1,200 | 0.93% | 3.31% | 0.37% | 7.77% | 12.97% | 6.91% |
12 | T. Rowe Price Corporate Income | PRPIX | 3 | $552 | 0.62% | 3.51% | 1.79% | 6.73% | 10.52% | 5.54% |
13 | Fidelity Corporate Bond | FCBFX | 4 | $660 | 0.45% | 3.48% | 1.73% | 7.14% | N/A | N/A |
14 | PIMCO Investment Grade Corp Bd A | PBDAX | 3 | $5,500 | 0.90% | 3.11% | 0.06% | 6.71% | 11.08% | 6.73% |
15 | Federated Bond A | FDBAX | 3 | $1,500 | 0.98% | 2.99% | 3.07% | 6.17% | 11.33% | 6.14% |
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