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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 | 1014 | 1017 | 1100 | 1192 | 1360 | 1791 |
Fund Return | 1.41% | 1.69% | 10.01% | 6.03% | 6.34% | 6% |
Place in category | 129 | 529 | 95 | 8 | 12 | 13 |
% in Category | 21 | 81 | 15 | 2 | 3 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Beacon SiM High Yld Opps I | 375.64M | 1.41 | 5.99 | 6.03 | ||
American Beacon SiM High Yld Opps | 74.85M | 9.57 | 4.48 | 5.59 | ||
American Beacon Frontier Income Inv | 79.08M | 15.58 | 4.89 | 5.29 | ||
American Beacon SiM High Yld Opps A | 49.96M | 9.59 | 4.50 | 5.55 | ||
American Beacon GarciaHmltnQual Bd | 9.96M | 1.93 | -0.96 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US1868542044 | 32.97B | 12.61 | 10.56 | - | ||
Vanguard High-Yield Corporate Adm | 21.58B | 1.26 | 4.04 | 4.67 | ||
Fidelity Capital & Income | 13.85B | 1.93 | 5.71 | 6.68 | ||
BlackRock High Yield Bond Instl | 12.71B | 1.40 | 4.76 | 5.20 | ||
BlackRock High Yield Bond K | 12.31B | 1.41 | 4.87 | 5.30 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GEO Group Inc 10.25% | - | 2.10 | - | - | |
Borr Ihc Ltd. 10.375% | - | 2.03 | - | - | |
Samhallsbyggnadsbolaget I Norden AB 2.25% | XS2114871945 | 1.84 | - | - | |
Realogy Group LLC/Realogy Co-Issuer Corp 5.25% | - | 1.79 | - | - | |
United Parks & Resorts Inc 5.25% | - | 1.73 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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