Morningstar ngisi saben dana ing kategori, menehi limang bintang menyang 10% dana paling gedhé, 4 bintang kanggo 22,5%, tiga bintang kanggo 35% tengah, loro karo 22,5%, lan siji bintang nganti 10% .
Elinga, iki adhedhasar kinerja sing kepungkur lan ora minangka indikator asil mangsa ngarep.
Mulane, panliten tumrap tujuan lan kepemilikan dana - lan ora mung nandur modal ing basis bintang - penting. Sinau luwih lengkap ing artikel, " Apa Sampeyan Mbukak Dana Bintang 5 ?"
Kanthi nyatakake, ing ngisor iki dhaptar dana obligasi patang lan limang bintang ing saben kategori kanthi investasi minimal $ 500.000 lan ngisor. Paling dana duwe macem-macem " kelas bareng " sing minangka cara investor bisa milih antarane bagean ngarep lan struktur biaya. Kadhangkala mung siji kelas rangking sing dhuwur banget, nalika kadhangkala rong utawa telung kelas bakal pangkat. Ing kasus terakhir, kabeh kelas bareng dituduhake ing siji baris, kanthi ticker sing nuduhake kelas nuduhake pisanan.
Tickers minangka cara sing gampang kanggo nindakake riset babagan dana; cukup ngetik ticker menyang Google utawa Yahoo! Keuangan bakal nggawa informasi sugih. Bagian referensi ing perpustakaan lokal bakal duwe buku Morningstar lengkap, sing bakal ngidini sampeyan ndeleng laporan babagan dana sing lagi diteliti.
Ora sawetara dana iki duwe biaya dodolan ngarep ("beban") lan kudu dituku liwat makelar.
Listing ing ngisor iki ana ing 30 Juni 2014.
Pinjaman Bank
- Eaton Vance Floating-Rate Advantage A EAFAX (5)
- Eaton Vance Floating Rate Fund EIBLX (4)
- Dana Floating DWS - Kelas S DFRPX (4)
- Fidelity Advistor Floating Rate High Income I FFRIX (4)
- Hartford Floating Rate Y HFLYX (4)
- Invesco Floating Rate R AFRRX (4)
Sinau luwih : Apa silihan senior?
Perusahaan Bond
- Delaware Lengkap Prinsip Bond A, R DEEAX (5)
- Delaware Corporate Bond A, R DGCAX (4)
- Federasi Bond F ISHIX (4)
- Invesco Van Kampen Corporate Bond Y ACCHX (4)
- Panjaluke Gusti Abbett LAGVX (4)
- MFS Bond R1 - R4 MFBGX (4)
- Vanguard Long-Term Investment-Grade Adm VWETX (4)
Sinau luwih lengkap : Dasar investasi ing obligasi perusahaan
Muncul Bond Market
- Fidelity Advisor Muncul Markets Income Aku FMKIX (5)
- JP Morgan Emerging Markets Debt R5 JEMRX (4)
- T. Rowe Price Emerging Markets Bond PREMX (4)
Sinau luwih lengkap : Pambuka kanggo pasar obligasi sing berkembang
High Yield Bond
- Blackrock High Yield Bond Portfolio A, Svc (5)
- Delaware Kesempatan Ngasilake Dhuwur Ing DHOIX (5)
- Eaton Vance Income Opportunity I EIHIX (5)
- Prudential High-Yield Z PHYZX (5)
- Federated High Yield Trust FHYTX (5)
- Bursa Saham Técnikal (3)
- Delaware Kesempatan Ngasilake Dhuwur R DHIRX (4)
- BlackRock High Yield Bond Portfolio - Kelas BHYAX (4)
- DWS High Income Trust XKHIX (4)
- Dana Eaton Vance Income saka Boston I (4)
- Penasehat Fidelity High Income Advantage I FAHCX (4)
- Franklin High Income Fund - Kelas R, FHIRX (4)
- Inggil Ngasilaken IB, R4, R5 (HBHYX)
- Invesco High Yield HYNIX (4)
- Janus High-Yield Fund JAHYX (4)
- Lord Abbett High Yield R3 AP LHYRX (4)
- MFS Kesempatan Ngasilake High R3 MHOTX (4)
- Neuberger Berman High Inc Bond Inv NHINX (4)
- Putnam High Yield Y PHYYX (4)
- T. Rowe Price High-Yield PRHYX (4)
Sinau luwih lengkap : Dasar ngetokake sekuritas ing dhuwur
Inflasi Dilindhungi Bond
- Goldman Sachs Infl Protected IRS IR GSTPX (4)
- Harbor Real Return Adm HRRRX (4)
- Hartford Inflation Plus R5, Y HIPSX (4)
- Dana Pangreksa Inflasi Pangsa Pasar VIPSX (4)
Sinau luwih lengkap : Carane aplikasi TIPS?
Pamrentah Intermediate-Term
- Fidelity Ginnie Mae Fund FGMNX (5)
- Payden GNMA Fund - Kelas Investor PYGNX (5)
- Prudential Government Income Z PGVZX (5)
- Putnam American Government Income Y PATYX (5)
- Putnam US Government Income Y PUSYX (5)
- Vanguard GNMA Adm VFIJX (5)
- American Century Ginnie Mae BGNMX (4)
- BlackRock GNMA Svc BGPSX (4)
- DWS GMNA Dana SGINX (4)
- DWS Strategic Government S KUSMX (4)
- JPMorgan Bond Pemerintah Pilih HLGAX (4)
- Franklin US Government Secs Adv FUSAX (4)
- Managers Intermediate Duration Govt MGIDX (4)
- Invesco Van Kampen US Mortgage Y VUSIX (4)
- Putnam Pamerintah Amerika Serikat R PAMRX (4)
- Putnam US Government Income R PGVRX (4)
- T. Rowe Price GNMA PRGMX (4)
- T. Rowe Price US Treasury Intermediate PRTIX (4)
- Keuangan Vasuard Interm-Term Adm VFIUX (4)
- Wells Fargo Advantage Government Securities I SGVIX (4)
Bond Intermediate Term
- Federasi Bond F ISHIX (5)
- JPMorgan Total Return R5 JMTRX (5)
- Loomis Sayles Core Plus Bond Fund - Kelas A, Y NEFRX (5)
- Loomis Sayles Investment Grade Bond Y LSIIX (5)
- Managers Bond Fund MGFIX (5)
- MFS Bond R1, R2, R3, R4 MFBGX (5)
- Pioneer Bond Y PICYX (5)
- Prudential Total Return Bond Z PDBZX (5)
- Putnam Income R, Y PIFRX (5)
- AllianceBern Interm Bond K ABQKX (4)
- BlackRock Total Return R MRCBX (4)
- Delaware Core Plus R DUGRX (4)
- Delaware Diversified Income A, R DPDFX (4)
- Dodge & Cox Income DODIX (4)
- Dreyfus Intermediate Term Inc I DITIX (4)
- Penasihat Fidelity Total Bond I FEPIX (4)
- Fidelity Investment Grade Bond FBNDX (4)
- Fidelity Total Bond FTBFX (4)
- Franklin Total Return Adv FBDAX (4)
- Goldman Sachs Income Fixed Income IR GDFTX (4)
- Goldman Sachs Plus Fixed Income IR GSNTX (4)
- Pelabuhan Bond Adm HRBDX (4)
- Janus Flexible Bond T JAFIX (4)
- JHancock Bond A JHNBX (4)
- JPMorgan Core Plus Bond R2 JCPZX (4)
- JPMorgan Total Return A JMTAX (4)
- Lord Abbett Total Return A, P, R3 LTRAX (4)
- Manajer Tetep Income A MFDAX (4)
- Managers PIMCO Bond MBDFX (4)
- MFS Research Bond R2, R3, R4 MRRRX (4)
- PIMCO Total Return - Kelas R PTRRX (4)
- Dana Pioneer Bond - Kelas A, R PIOBX (4)
- Prudential Total Return Bond A PDBAX (4)
- Putnam Incom A, M PINCX (4)
- T. Rowe Price New Income PRCIX (4)
- Target Total Return - Kelas A TATBX (4)
- Virtus Bond I SAVYX (4)
- Wells Fargo Advantage Total Return Bond MNTRX (4)
- William Blair Bond I WBFIX (4)
Bond Long-Term
- Eaton Vance Build America Bonds I EIBAX (4)
Sinau luwih lengkap : Apa risiko lan keuntungan dana bond long-term?
Long Government
- American Century Zero Coupon 2020 Inv BTTTX (5)
- American Century Zero Coupon 2025 Inv BTTRX (4)
MultiSector Bond
- AllianceBern High Income Advisor, I, K AGDYX (5)
- AllianceBernstein High Income Fund - Kelas A AGDAX (5)
- Loomis Sayles Strategic Income Y NEZYX (5)
- Pendapatan Strategis Penasihat Fidelity I FSRIX (4)
- Fidelity Strategic Income FSICX (4)
- Franklin Strategic Income FKSAX (4)
- Loomis Sayles Bond Fund LSBRX (4)
- Loomis Sayles Strategic Income A NEFZX (4)
- Dana Abbett Bond-Debenture - Kelas P, R3 LBNPX (4)
- PIMCO Diversified Income A PDVAX (4)
- Dana Pioneer Strategic Income - Kelas R STIRX (4)
Municipal (Kabeh)
- DWS Massachusetts Tax-Free Fund - Kelas S SCMAX (5)
- Dana DWS Managed Municipal Bond - Kelas S, A SCMBX (5)
- DWS Tax Intermediate / AMT Free Fund - Kelas S SCMTX (4)
- DWS California Income-Free Income Fund - Kelas S SDCSX (4)
- DWS Municipal Income Trust XKTFX (5)
- DWS New York Tax-Free Income Fund - Kelas S SNWYX (4)
- DWS Strategic Income Municipal Income XMSMX (4)
Non-tradisional
- Putnam Diversified Income Y PDVYX (5)
- Alliance Bernstein Unconstrained Bond AGSIX (4)
- Dreyfus Income Fixed Opportunistic I DSTRX (4)
- Hartford Corporate Opportunities HTIYX (4)
- JPMorgan Strategic Income Opps R5 (JSORX) (4)
- Putnam Diversified Income A, M, R PDINX (4)
Pamrentuhan singkat
- American Century Zero Coupon 201 (5) Adv ACTTX (5)
- American Century Zero Coupon 201 (5) Inv BTFTX (5)
- Obligasi Pemerintah Eaton Vance I EIGOX (5)
- Eaton Vance Low Duration I EILDX (5)
- Loomis Sayles Ltd Term Govt and Agency Y NELYX (5)
- Kemenangan Kanggo Dana Income - Kelas A, R IPFIX (5)
- Vanguard Short-Term Federal Adm VSGDX (5)
- Federasi US Pemerintah FIGIX (4)
- Treasury Short-Term Treasury Adm VFIRX (4)
- Loomis Sayles Ltd Term Govt and Agency A NEFLX (4)
- Oppenheimer Pamarentah Limited-Term Y OLTYX (4)
- Payden US Government Fund PYUSX (4)
- Thornburg Limited Term US Government Fund - Class R3 LTURX (4)
- Treasury Short-Term Treasury Adm VFIRX (4)
- Wells Fargo Advantage Short Duration Bond Pemerintah I WSGIX (4)
Short-term Bond
- Fidelity Advisor Intermediate Bond I EFIPX (5)
- Lord Abbett Short Duration Income R3 LALDX (5)
- Oppenheimer US Government Y OUSYX (5)
- Prudential Short-Term Corporate Bd Z PIFZX (5)
- Thornburg Limited Term Income Fund - Kelas R3 THIRX (5)
- Dana Short Term Multi-Sector Virtus - Kelas A NARAX (5)
- BlackRock Low Duration Bd Svc CMGBX (4)
- Calvert Short Income Income Fund - Kelas A CSDAX (4)
- Dana Obligasi Perusahaan Jangka Panjang Dryden - Kelas R JDTRX (4)
- DWS Short Duration Fund - Kelas S DBPIX (4)
- Fidelity Advisor Term Bond Term A, T FDIAX (4)
- Hartford Short Duration Y HSDYX (4)
- Janus Short-Term Bond T JASBX (4)
- JPMorgan Limited Duration Bd A ONUAX (4)
- Oppenheimer Limited-Term Bond N, A OUSGX (4)
- PIMCO Low Duration A, R PTLAX (4)
- Pioneer Short Term Income Y PSHYX (4)
- Prudential Short-Term Corporate Bond - R JDTRX (4)
- Vanguard Short-Term Investment-Grade Adm, Investor VFSUX (4)
- Virtus Shrt / Interm Bond A HIMZX (4)
- William Blair Income N WBRRX (4)
- Wells Fargo Advantage Short-Term Bond I SSHIX (4)
Ultrashort Bond
- PIMCO Admin Jangka Pendek PSFAX (4)
- DWS Ultra-Short Duration Fund - Kelas A, S SDUSX (4)
- Managers Short Duration Government MGSDX (4)
- Wells Fargo Advantage Ultra Income Singkat STADX (4)
Sinau luwih lengkap : Kepiye cara ngetokake sekuritas jangka pendek kanggo dana pasar uang?
World Bond
- Templeton Global Bond Fund - Kelas A, R TPINX (4)
- AllianceBernstein Global Bond Fund - Kelas A, R ANAGX (4)
- American Funds Capital World Bond R5 RCWFX (4)
- DWS Global High Income Fund XLBFX (4)
- Managers Global Bond MGGBX (4)
- PIMCO Foreign Bond (USD-Hedged) R, A PFRRX (4)
- PIMCO Global Bond (USD-Hedged) A PAIIX (4)
- Prudential Global Total Return Z PZTRX (4)
- Putnam Global Income R PGBRX (4)