Long-Term Bond
Long-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of more than six years (or, if duration is unavailable, average effective maturities greater than 10 years). Due to their long durations, these portfolios are exposed to greater interest rate risk. Morningstar®
#11 Vanguard Long-Term Bond Fund (VBLTX)
| Performance (1-yr.): 0.83% | Expenses: 0.20% |
| Performance (1-mo.): 5.32% | Total Assets: $6.09B |
#12 Eaton Vance Build America Bonds Fund (EBABX)
| Performance (1-yr.): 1.91% | Expenses: 0.95% |
| Performance (1-mo.): 2.56% | Total Assets: $96.16M |
#13 Calvert Long Term Income Fund (CLDAX)
| Performance (1-yr.): 4.25% | Expenses: 1.25% |
| Performance (1-mo.): 4.44% | Total Assets: $165.56M |
#14 Western Asset Corporate Bond Fund (SIGAX)
| Performance (1-yr.): 7.52% | Expenses: 1.03% |
| Performance (1-mo.): 2.34% | Total Assets: $454.45M |
#15 Payden Corporate Bond Fund (PYACX)
| Performance (1-yr.): 7.15% | Expenses: 0.67% |
| Performance (1-mo.): 2.12% | Total Assets: $63.7M |
#16 Steward Select Bond Fund (SEACX)
| Performance (1-yr.): 0.85% | Expenses: 0.67% |
| Performance (1-mo.): 1.88% | Total Assets: $137.78M |
#17 SunAmerica 2020 High Watermark Fund (HWKAX)
| Performance (1-yr.): 1.95% | Expenses: 1.65% |
| Performance (1-mo.): 2.96% | Total Assets: $53.17M |
#18 RidgeWorth Corporate Bond Fund (SAINX)
| Performance (1-yr.): 3.17% | Expenses: 0.89% |
| Performance (1-mo.): 2.65% | Total Assets: $69.1M |
Advisory Research Strategic Income Fund (ADVNX)
| Performance (1-yr.): — | Expenses: 0.94% |
| Performance (1-mo.): 1.94% | Total Assets: $125.14M |
Brown Advisory Tactical Bond Fund (BATBX)
| Performance (1-yr.): 2.82% | Expenses: 1.43% |
| Performance (1-mo.): 1.69% | Total Assets: $26.23M |
