Multisector Bond
Multisector bond portfolios seek income by diversifying their assets among several fixed-income sectors, usually U.S. government obligations, U.S. corporate bonds, foreign bonds, and high-yield U.S. debt securities. These portfolios typically hold 35% to 65% of bond assets in securities that 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®
#41 Croft-Leominster Income Fund (CLINX)
| Performance (1-yr.): 2.56% | Expenses: 1.14% |
| Performance (1-mo.): 0.26% | Total Assets: $16.58M |
#42 GMO Asset Allocation Bond Fund (GABFX)
| Performance (1-yr.): 0.60% | Expenses: 0.32% |
| Performance (1-mo.): 0.00% | Total Assets: $203.86M |
#43 Sierra Core Retirement Fund (SIRAX)
| Performance (1-yr.): 6.25% | Expenses: 2.30% |
| Performance (1-mo.): 1.31% | Total Assets: $823.04M |
#44 Changing Parameters Fund (CPMPX)
| Performance (1-yr.): 7.74% | Expenses: 2.32% |
| Performance (1-mo.): 1.43% | Total Assets: $112.15M |
#45 Eaton Vance Small Cap Value Fund (ETSIX)
| Performance (1-yr.): 6.96% | Expenses: 1.15% |
| Performance (1-mo.): 0.62% | Total Assets: $2.83B |
#46 BTS Bond Asset Allocation Fund (BTSAX)
| Performance (1-yr.): 6.54% | Expenses: 2.11% |
| Performance (1-mo.): 2.05% | Total Assets: $107.67M |
Angel Oak Multi-Strategy Income Fund (ANGLX)
| Performance (1-yr.): 17.19% | Expenses: 1.48% |
| Performance (1-mo.): 1.44% | Total Assets: $1.49B |
BlackRock Secured Credit Portfolio (BMSAX)
| Performance (1-yr.): 9.30% | Expenses: 0.98% |
| Performance (1-mo.): 1.10% | Total Assets: $105.51M |
Brandes Credit Focus Yield Fund (BCFAX)
| Performance (1-yr.): 5.75% | Expenses: 0.95% |
| Performance (1-mo.): 0.73% | Total Assets: $29.47M |
Cincinnati Asset Management Funds: Broad Market Strategic Income Fund (CAMBX)
| Performance (1-yr.): — | Expenses: 0.68% |
| Performance (1-mo.): 2.10% | Total Assets: $5.35M |
