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®
PIMCO High Yield Spectrum Fund (PHSAX)
| Performance (1-yr.): 15.23% | Expenses: 0.95% |
| Performance (1-mo.): 2.04% | Total Assets: $3.15B |
PL High Income Fund (PLAHX)
| Performance (1-yr.): 15.09% | Expenses: 1.05% |
| Performance (1-mo.): 2.24% | Total Assets: $15.78M |
Power Income Fund (PWRAX)
| Performance (1-yr.): 5.75% | Expenses: 1.90% |
| Performance (1-mo.): 1.19% | Total Assets: $250.3M |
Power Income VIT Fund (None)
| Performance (1-yr.): — | Expenses: 2.00% |
| Performance (1-mo.): 1.15% | Total Assets: $18.7M |
Prudential Short Duration High Yield Income Fund (HYSAX)
| Performance (1-yr.): — | Expenses: 1.15% |
| Performance (1-mo.): 0.96% | Total Assets: $142.36M |
RBC BlueBay Global High Yield Bond Fund (RGHYX)
| Performance (1-yr.): 12.64% | Expenses: 0.95% |
| Performance (1-mo.): 1.19% | Total Assets: $31.12M |
RiverPark Short Term High Yield Fund (RPHIX)
| Performance (1-yr.): 4.14% | Expenses: 1.00% |
| Performance (1-mo.): 0.36% | Total Assets: $535.02M |
Shenkman Short Duration High Income Fund (SCFAX)
| Performance (1-yr.): — | Expenses: 1.00% |
| Performance (1-mo.): 0.59% | Total Assets: $17.28M |
SMH Representation Trust (SMHRX)
| Performance (1-yr.): 8.75% | Expenses: 0.01% |
| Performance (1-mo.): 2.84% | Total Assets: $89.69M |
Strategic Advisers Income Opportunities Fund (FPIOX)
| Performance (1-yr.): 13.01% | Expenses: 0.88% |
| Performance (1-mo.): 1.69% | Total Assets: $3.96B |
