High Yield Bond
High-yield bond portfolios 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. These portfolios primarily invest in U.S. high-income debt securities where at least 65% or more of bond assets are not rated or are rated by a major agency such as Standard & Poor's or Moody's at the level of BB (considered speculative for taxable bonds) and below. Morningstar®
AllianzGI Short Duration High Income Fund (ASHAX)
| Performance (1-yr.): 6.83% | Expenses: 0.85% |
| Performance (1-mo.): 0.37% | Total Assets: $429.46M |
American Beacon SiM High Yld Opps Fund (SHOAX)
| Performance (1-yr.): 18.66% | Expenses: 1.34% |
| Performance (1-mo.): 0.44% | Total Assets: $515.31M |
Avenue Credit Strategies Fund (ACSBX)
| Performance (1-yr.): — | Expenses: 1.50% |
| Performance (1-mo.): 0.53% | Total Assets: $132.65M |
BMO Monegy High Yield Bond Fund (MHBNX)
| Performance (1-yr.): 12.16% | Expenses: 0.66% |
| Performance (1-mo.): 0.56% | Total Assets: $91.16M |
Brookfield High Yield Fund (BHFAX)
| Performance (1-yr.): 10.77% | Expenses: 1.10% |
| Performance (1-mo.): 0.58% | Total Assets: $26.67M |
Diamond Hill Strategic Income Fund (DSIAX)
| Performance (1-yr.): 7.04% | Expenses: 1.01% |
| Performance (1-mo.): 0.42% | Total Assets: $177.23M |
Fairholme Focused Income Fund (FOCIX)
| Performance (1-yr.): 29.75% | Expenses: 1.01% |
| Performance (1-mo.): 18.19% | Total Assets: $258.41M |
Fidelity Global High Income Fund (FGHAX)
| Performance (1-yr.): 15.00% | Expenses: 1.25% |
| Performance (1-mo.): 1.03% | Total Assets: $353.47M |
Fidelity Real Estate High Income Fund (None)
| Performance (1-yr.): 16.73% | Expenses: 0.81% |
| Performance (1-mo.): 0.29% | Total Assets: $881.68M |
Fidelity Series High Income Fund (FSHNX)
| Performance (1-yr.): 14.05% | Expenses: 0.72% |
| Performance (1-mo.): 0.89% | Total Assets: $10.38B |
