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By Tim McLaughlin BOSTON (Reuters) - A handful of U.S. bond funds with heavy exposure to energy debt managed to beat their benchmark in March by avoiding the most calamitous...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1021 | 1019 | 1104 | 1209 | 1399 | 1762 |
Fund Return | 2.12% | 1.86% | 10.37% | 6.52% | 6.94% | 5.83% |
Place in category | 56 | 52 | 69 | 8 | 10 | 13 |
% in Category | 12 | 10 | 12 | 2 | 2 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Beacon SiM High Yld Opps I | 375.63M | 2.13 | 6.48 | 5.85 | ||
American Beacon SiM High Yld Opps | 84.32M | 1.38 | 5.65 | 5.67 | ||
American Beacon Frontier Income Inv | 80.16M | 2.13 | 5.93 | 5.53 | ||
American Beacon SiM High Yld Opps A | 45.36M | 1.38 | 5.64 | 5.63 | ||
American Beacon GarciaHmltnQual Bd | 10.01M | 0.43 | -1.33 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US1868542044 | 34.68B | 1.69 | 10.76 | - | ||
Vanguard High-Yield Corporate Adm | 21.93B | 1.96 | 4.58 | 4.54 | ||
Fidelity Capital & Income | 13.7B | 1.93 | 5.71 | 6.68 | ||
BlackRock High Yield Bond Instl | 12.8B | 1.94 | 5.28 | 5.01 | ||
BlackRock High Yield Bond K | 12.46B | 1.41 | 4.87 | 5.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GEO Group Inc 10.25% | - | 2.10 | - | - | |
Borr Ihc Ltd. 10.375% | - | 1.86 | - | - | |
Samhallsbyg Hold Company Guar Regs 07/27 2.25 | - | 1.84 | - | - | |
AMN Healthcare Allied Inc 4.625% | - | 1.79 | - | - | |
United Parks & Resorts Inc 5.25% | - | 1.72 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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