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Morningstar

Corporate Bond Funds

Corporate bond portfolios concentrate on investment-grade bonds issued by corporations in U.S. dollars, which tend to have more credit risk than government or agency-backed bonds. These portfolios hold more than 65% of their assets in corporate debt, less than 40% of their assets in non-U.S. debt, less than 35% in below-investment-grade debt, and durations that typically range between 75% and 150% of the three-year average of the effective duration of the Morningstar Core Bond Index.

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
AAM/Insight Select Income Fund
0.570%
4.006%
15%
47%
—
AB Sustainable Thematic Credit Portfolio
0.600%
3.415%
—
—
—
American Funds Corporate Bond Fund
0.700%
3.009%
88%
31%
18%
BNY Mellon Corporate Bond Fund
0.560%
3.845%
7%
12%
24%
Calvert Income Fund
0.910%
4.382%
10%
44%
64%
Columbia Corporate Income Fund
0.620%
3.698%
20%
6%
30%
DFA Intermediate-Term Extnd Qlty Port Fd
0.190%
3.345%
89%
66%
79%
Delaware Corporate Bond Fund
0.570%
4.029%
48%
41%
45%
Delaware Ivy Corporate Bond Fund
0.860%
2.730%
85%
87%
97%
Delaware Ivy Crossover Credit Fund
0.650%
3.235%
4%
3%
—
Federated Hermes Corp Bd Strat Port
0.000
4.032%
—
—
—
Federated Hermes Corporate Bond Fund
0.860%
3.485%
23%
43%
32%
Federated Hermes Intermediate Corp Bd Fd
0.580%
2.834%
19%
36%
70%
Fidelity® Corporate Bond Fund
0.500%
3.565%
64%
59%
43%
Fidelity® Series Corporate Bond Fund
0.000
3.795%
42%
—
—
Goldman Sachs Investment Grade Credit Fd
0.370%
3.935%
28%
30%
43%
Invesco Corporate Bond Fund
0.720%
4.287%
23%
51%
16%
JPMorgan Corporate Bond Fund
0.400%
3.725%
54%
14%
13%
LKCM Fixed Income Fund
0.500%
1.709%
56%
78%
96%
Loomis Sayles Credit Income Fund
0.520%
3.921%
—
—
—
Lord Abbett Corporate Bond Fund
0.380%
4.331%
22%
62%
—
Lord Abbett Income Fund
0.750%
4.604%
6%
64%
39%
MFS Corporate Bond Fund
0.760%
3.472%
64%
56%
56%
Metropolitan West Corporate Bond Fund
0.500%
3.319%
76%
—
—
Miller Intermediate Bond Fund
1.010%
2.814%
1%
2%
—
Morgan Stanley Inst Corporate Bond Port
0.700%
3.668%
63%
63%
4%
PGIM Corporate Bond Fund
0.550%
3.591%
51%
67%
63%
PIA BBB Bond Fund
0.150%
3.626%
43%
50%
42%
PIMCO Climate Bond Fund
0.500%
6.446%
23%
—
—
PIMCO Investment Grade Credit Bond Fund
0.500%
4.111%
61%
81%
24%
Payden Corporate Bond Fund
0.660%
3.620%
50%
69%
8%
SEI Intermediate Duration Crdt (SIIT) Fd
0.150%
3.618%
87%
46%
—
Sterling Capital Long Duration Corp Bd
0.450%
4.265%
98%
98%
98%
T. Rowe Price Corporate Income Fund
0.560%
3.716%
63%
87%
75%
Thrivent Income Fund
0.750%
3.454%
54%
43%
48%
Vanguard Global Credit Bond Fund
0.250%
3.190%
21%
—
—
Vanguard Interm-Tm Corp Bd Idx Fund
0.050%
3.335%
36%
17%
30%
Vanguard Intermediate-Term Invmt-Grd Fd
0.200%
3.388%
69%
39%
65%
Virtus Seix Corporate Bond Fund
0.700%
3.101%
46%
18%
23%
Voya Investment Grade Credit Fund
0.650%
3.791%
44%
24%
—
Western Asset Corporate Bond Fund
0.890%
4.203%
28%
82%
19%
iMGP Dolan McEniry Corporate Bond Fund
0.700%
2.787%
12%
—
—

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