Morningstar Best Bond Funds 2020

Our picks the best bond funds here are our highest rated mutual funds and etfs across a series of morningstar s fixed income categories.

Morningstar best bond funds 2020. The fed gave us 3 cuts and most categories made easy money. Intermediate core bond and intermediate core plus bond. 2020 bond funds analysis analysis at the end after the performance. Fund spy core bond funds leading the way in 2020 while many fixed income funds wobbled in this year s sell off these three morningstar medalists performed as expected.

Bonds are useful holdings for diversifying your porfolios but they can be confusing. There our methodology changes. Hours of homework the move by carson and other advisors is a fresh vote of confidence for actively managed mutual funds most of which trailed. As of february 2020 about 20 of the fund s assets were in corporate bonds while just less than 10.

While conservative the fund s corporate bond sleeve maintains a tilt toward bbb rated issues. Performance 1 month ytd as of 12 31 2019. 5 of the biggest fund downgrades of 2020 the other big winners in our ratings revamp were actively managed strategies in categories with high return dispersions. With the above in mind i use basically 2 categories for bond funds 1.

Earlier this year we split the intermediate term bond morningstar category in two. Bonds or bond funds. The global investment research and management firm ranks each fund within its category giving five stars to the top 10 of funds four stars to the next 22 5 three stars to the middle 35. Model portfolios and funds are compared ytd and over the past two and half years for risk and risk adjusted returns using mutual fund observer.

2019 was one of the best years for bond and stocks oefs. Global bond fund managers routinely disclose fund level credit quality sector region and country exposure breakdowns on their websites but it can be extremely difficult to deduce where a. Morningstar rankings aren t perfect but they provide an excellent starting point for investors wishing to get a sense of the top performing mutual funds.