Nontraditional Bond Funds
Nontraditional bond funds are like the grade-school kids that liked to color outside the lines. Here, the strategies often have very limited portfolio constraints on exposure to credit, sectors, currency, or interest-rate sensitivity. They may also have exposure to a mix of factors such as absolute return mandates (goals of producing returns not correlated with the overall bond market), performance benchmarks based on ultra-short-term interest rates (such as T-bills), and the ability to use a broad range of derivatives for market- and security-level positions.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| 1290 Diversified Bond Fund Class A
TNUAX
| 6.83% | 4.69% | 3.28 | 5.60% | 4.46% | 0.750% | $611.54M | ||
| 1290 Diversified Bond Fund Class I
TNUIX
| 6.61% | 4.85% | 3.28 | 5.86% | 4.73% | 0.500% | $611.54M | ||
| 1290 Diversified Bond Fund Class R
TNURX
| 6.83% | 4.54% | 3.28 | 5.33% | 4.22% | 1.000% | $611.54M | ||
| Abacus Flexible Bond Leaders ETF
ABXB
| 3.84% | 5.14% | 3.64 | 2.61% | 5.73% | 0.620% | $1.92M | ||
| Adaptive Hedged Multi-Asset Income ETF
AMAX
| — | 11.95% | 15.18 | 6.07% | 8.59% | 1.360% | $68.97M | ||
| Anchor Risk Managed Income Strategies Fund Advisor Class Shares
ATCAX
| — | 10.47% | 3.25 | 3.02% | 4.14% | 2.930% | $15.85M | ||
| Anchor Risk Managed Income Strategies Fund Institutional Class
ATCSX
| — | 10.25% | 3.25 | 2.73% | 3.87% | 3.180% | $15.85M | ||
| Anfield Universal Fixed Income Fund Class A
AFLEX
| — | — | 1.95% | — | 3.94% | 5.74% | 1.530% | $151.13M | |
| Anfield Universal Fixed Income Fund Class C
AFLKX
| — | — | 1.21% | — | 3.17% | 4.93% | 2.280% | $151.13M | |
| Anfield Universal Fixed Income Fund Class I
AFLIX
| — | — | 2.21% | — | 4.21% | 6.01% | 1.270% | $151.13M | |
| Artisan Global Unconstrained Fund Advisor Shares
APDPX
| — | 4.66% | — | 11.53% | 9.85% | 1.160% | $1.33B | ||
| Artisan Global Unconstrained Fund Institutional Shares
APHPX
| — | 4.71% | — | 11.48% | 9.91% | 1.110% | $1.33B | ||
| Artisan Global Unconstrained Fund Investor Shares
APFPX
| — | 4.56% | — | 11.42% | 9.79% | 1.260% | $1.33B | ||
| AXS Tactical Income Fund Class I Shares
TINIX
| — | 3.47% | 4.04 | 3.39% | 4.12% | 1.900% | $31.38M | ||
| BlackRock Credit Relative Value Fund Class K
BDMKX
| 4.53% | 5.81% | 0.91 | 3.78% | 7.17% | 1.160% | $1.01B | ||
| BlackRock Credit Relative Value Fund Institutional Shares
BGCIX
| 4.59% | 5.74% | 0.91 | 3.71% | 7.08% | 1.390% | $1.01B | ||
| BlackRock Credit Relative Value Fund Investor A Shares
BGCAX
| 4.22% | 5.48% | 0.91 | 3.44% | 6.84% | 1.590% | $1.01B | ||
| BlackRock Credit Relative Value Fund Investor C Shares
BGCCX
| 3.64% | 4.66% | 0.91 | 2.72% | 6.06% | 2.340% | $1.01B | ||
| BlackRock Strategic Income Opportunities Portfolio Class K
BSIKX
| 4.71% | 4.85% | 4.09 | 5.07% | 6.93% | 0.530% | $48.97B | ||
| BlackRock Strategic Income Opportunities Portfolio Institutional Shares
BSIIX
| 4.78% | 4.76% | 4.09 | 4.97% | 6.84% | 0.620% | $48.97B | ||
| BlackRock Strategic Income Opportunities Portfolio Investor A Shares
BASIX
| 4.34% | 4.50% | 4.09 | 4.70% | 6.57% | 0.880% | $48.97B | ||
| BlackRock Strategic Income Opportunities Portfolio Investor C Shares
BSICX
| 3.79% | 3.76% | 4.09 | 3.95% | 5.76% | 1.610% | $48.97B | ||
| Bramshill Income Performance Fund Institutional Class
BRMSX
| 4.43% | 4.58% | — | 1.08% | 4.15% | 1.190% | $1.07B | ||
| BTS Managed Income Fund Class A Shares
BTSAX
| 3.01% | 5.13% | 2.18 | 4.67% | 5.33% | 2.020% | $14.54M | ||
| BTS Managed Income Fund Class C Shares
BTSCX
| 2.37% | 4.39% | 2.18 | 4.02% | 4.55% | 2.770% | $14.54M |
United States