World Bond
World bond portfolios invest 40% or more of their assets in foreign bonds. Some world bond portfolios follow a conservative approach, favoring high-quality bonds from developed markets. Others are more adventurous, and own some lower-quality bonds from developed or emerging markets. Some portfolios invest exclusively outside the U.S., while others regularly invest in both U.S. and non-U.S. bonds. Morningstar®
Matthews Asia Strategic Income Fund (MINCX)
| Performance (1-yr.): 13.21% | Expenses: 1.25% |
| Performance (1-mo.): 2.26% | Total Assets: $67.97M |
MFS Global Bond Fund (MGBAX)
| Performance (1-yr.): 0.39% | Expenses: 1.09% |
| Performance (1-mo.): 5.07% | Total Assets: $569.76M |
Mirae Asset Global Dynamic Bond Fund (MAGDX)
| Performance (1-yr.): 7.50% | Expenses: 1.18% |
| Performance (1-mo.): 1.88% | Total Assets: $13.95M |
Nuveen Global Total Return Bond Fund (NGTAX)
| Performance (1-yr.): 10.43% | Expenses: 0.98% |
| Performance (1-mo.): 4.37% | Total Assets: $16.8M |
Roosevelt Strategic Income Fund (RSTIX)
| Performance (1-yr.): 5.60% | Expenses: 1.02% |
| Performance (1-mo.): 0.88% | Total Assets: $31.85M |
Rx Traditional Fixed Income Fund (FMFRX)
| Performance (1-yr.): — | Expenses: 0.97% |
| Performance (1-mo.): 2.83% | Total Assets: $17.79M |
TCW Global Bond Fund (TGGBX)
| Performance (1-yr.): 5.91% | Expenses: 1.15% |
| Performance (1-mo.): 2.70% | Total Assets: $22.46M |
Transamerica International Bond Fund (TABAX)
| Performance (1-yr.): 5.80% | Expenses: 1.05% |
| Performance (1-mo.): 3.64% | Total Assets: $154.36M |
UBS Global Bond Fund (BNGBX)
| Performance (1-yr.): 0.87% | Expenses: 1.15% |
| Performance (1-mo.): 2.61% | Total Assets: $7.89M |
VALIC Company I International Govt Bond Fund (VCIFX)
| Performance (1-yr.): 2.03% | Expenses: 0.67% |
| Performance (1-mo.): 3.58% | Total Assets: $184.66M |
