Securities In This Article ; Neuberger Berman Core Bond R6 (NRCRX) · Fidelity Intermediate Bond (FTHRX) · Baird Aggregate Bond Inst (BAGIX) · JPMorgan Mortgage-Backed Securities R6 (JMBUX) · Fidelity Advisor Investment Gr Bd Z (FIKQX)
The fund’s top three holdings are three different bond funds: the Nuveen AMT-Free Municipal... 2 billion Inception Date: April 10, 2012 Issuer: VanEck The VanEck Fallen Angel High Yield...
Hedge funds are the ultimate asset class for ultra wealthy investors. Catering to the needs of high- and ultra-high net worth individuals, worldwide hedge funds manage more than $4 trillion in assets. According to the Financial Times, the total number of hedge funds around the world is greater than the number of Burger King restaurants—30,077 funds compared to a mere 18,700 Burger Kings. Of this multitude of investment managers, a majority of 65% can be found in the United States. Given that t...
Fixed income head Jim Leaviss is leaving M&G after 27 years at the firm. Leaviss, chief investment officer (CIO) for M&G’s £139 billion fixed income division, is leaving fund management to pursue a masters in the history of art. Leaviss is lead manager of M&G Global Macro Bond, one of interactive investor’s Super 60 funds. He has managed the strategy since its inception in September 1999. Eva Sun-Wai and Robert Burrows will become co-fund managers of the fund. Sun-Wai has been co-manager o...
As of the end of the first quarter of 2024, the best-performing bond mutual funds among the top 10 largest funds, and their one-year performance, were: PIMCO Income International (PIMIX)...
Here's a brief rundown of some of the top bond funds out there and what they have to offer... previous 10 years. Morningstar gives it five stars and a silver badge, indicating a high...
Key Takeaways A higher 10-year average annual total return often indicates better management.... 45%, in line with the majority of short-term bond mutual funds. The fund does not charge an...
Symbol, Name, AUM, Avg Daily Share Volume (3mo) ; SPY, SPDR S&P 500 ETF Trust, $630,141,000.00, 46,768,820 ; VOO, Vanguard S&P 500 ETF, $571,482,000.00, 5,478,096 ; IVV, iShares Core S&P 500 ETF, $559,090,000.00, 4,957,027 ; VTI, Vanguard Total Stock Market ETF, $458,419,000.00, 2,814,803 ; QQQ, Invesco QQQ Trust Series I, $317,866,000.00, 31,603,994 ; VUG, Vanguard Growth ETF, $151,476,000.00, 1,024,864 ; VEA, Vanguard FTSE Developed Markets ETF, $135,110,000.00, 8,091,576 ; VTV, Vanguard Value ETF, $131,520,000.00, 1,658,579 ; IEFA, iShares Core MSCI EAFE ETF, $119,215,000.00, 6,814,883 ; AGG, iShares Core U.S. Aggregate Bond ETF, $118,453,000.00, 8,088,202 ; BND, Vanguard Total Bond Market ETF, $117,718,000.00, 5,992,644 ; IWF, iShares Russell 1000 Growth ETF, $103,553,000.00, 1,221,367 ; IJH, iShares Core S&P Mid-Cap ETF, $96,645,800.00, 7,171,620 ; IJR, iShares Core S&P Small-Cap ETF, $90,868,300.00, 3,362,214 ; VIG, Vanguard Dividend Appreciation ETF, $87,491,400.00, 696,426 ; VGT, Vanguard Information Technology ETF, $82,327,200.00, 417,606 ; VWO, Vanguard FTSE Emerging Markets ETF, $80,837,500.00, 8,172,685 ; IEMG, iShares Core MSCI Emerging Markets ETF, $80,079,800.00, 10,208,874 ; IWM, iShares Russell 2000 ETF, $79,015,400.00, 26,131,680 ; VXUS, Vanguard Total International Stock ETF, $75,615,100.00, 3,049,712 ; VO, Vanguard Mid-Cap ETF, $73,729,200.00, 502,415 ; XLK, Technology Select Sector SPDR Fund, $73,258,400.00, 4,295,864 ; GLD, SPDR Gold Shares, $71,793,300.00, 6,680,650 ; RSP, Invesco S&P 500® Equal Weight ETF, $70,994,300.00, 5,565,952 ; SCHD, Schwab US Dividend Equity ETF, $65,757,200.00, 9,831,090 ; ITOT, iShares Core S&P Total U.S. Stock Market ETF, $64,487,000.00, 993,211 ; VB, Vanguard Small Cap ETF, $64,015,500.00, 590,345 ; BNDX, Vanguard Total International Bond ETF, $61,553,300.00, 2,762,450 ; IWD, iShares Russell 1000 Value ETF, $61,172,400.00, 1,557,326 ; VYM, Vanguard High Dividend Yield Index ETF, $60,441,100.00, 757,676 ; TLT, iShares 20+ Year Treasury Bond ETF, $58,234,600.00, 39,912,055 ; IVW, iShares S&P 500 Growth ETF, $55,414,000.00, 2,085,214 ; EFA, iShares MSCI EAFE ETF, $53,987,300.00, 9,895,475 ; SCHX, Schwab U.S. Large-Cap ETF, $52,037,400.00, 6,664,565 ; SPLG, SPDR Portfolio S&P 500 ETF, $51,615,300.00, 6,249,437 ; QUAL, iShares MSCI USA Quality Factor ETF, $50,877,900.00, 908,650 ; XLF, Financial Select Sector SPDR Fund, $49,850,000.00, 37,827,348 ; VCIT, Vanguard Intermediate-Term Corporate Bond ETF, $48,127,700.00, 6,950,470 ; IBIT, iShares Bitcoin Trust ETF, $41,603,000.00, 34,394,152 ; VT, Vanguard Total World Stock ETF, $41,282,400.00, 1,222,768 ; SCHF, Schwab International Equity ETF, $40,105,000.00, 4,920,250 ; MUB, iShares National Muni Bond ETF, $40,062,000.00, 3,400,811 ; IWR, iShares Russell Midcap ETF, $39,922,700.00, 1,322,655 ; VV, Vanguard Large Cap ETF, $39,491,700.00, 222,670 ; XLV, Health Care Select Sector SPDR Fund, $39,254,200.00, 6,492,032 ; IWB, iShares Russell 1000 ETF, $39,236,800.00, 792,273 ; VEU, Vanguard FTSE All-World ex-US Index Fund, $38,902,700.00, 1,859,823 ; DIA, SPDR Dow Jones Industrial Average ETF Trust, $37,808,600.00, 3,106,729 ; XLE, Energy Select Sector SPDR Fund, $37,722,700.00, 14,061,479 ; IXUS, iShares Core MSCI Total International Stock ETF, $37,290,600.00, 1,110,208 ; JEPI, JPMorgan Equity Premium Income Fund, $36,989,900.00, 2,781,676 ; QQQM, Invesco NASDAQ 100 ETF, $36,439,300.00, 1,821,632 ; IVE, iShares S&P 500 Value ETF, $36,120,900.00, 476,102 ; VNQ, Vanguard Real Estate ETF, $36,065,500.00, 3,693,442 ; VCSH, Vanguard Short-Term Corporate Bond ETF, $35,812,300.00, 3,254,657 ; VTEB, Vanguard Tax-Exempt Bond ETF, $35,687,100.00, 3,976,412 ; SCHG, Schwab U.S. Large-Cap Growth ETF, $35,618,300.00, 4,460,639 ; BIL, SPDR Bloomberg 1-3 Month T-Bill ETF, $34,396,400.00, 7,100,703 ; MBB, iShares MBS ETF, $33,766,400.00, 2,353,394 ; BSV, Vanguard Short-Term Bond ETF, $33,353,100.00, 1,984,844 ; DFAC, Dimensional U.S. Core Equity 2 ETF, $32,913,200.00, 1,538,668 ; SPYG, SPDR Portfolio S&P 500 Growth ETF, $32,853,500.00, 1,900,918 ; SCHB, Schwab U.S. Broad Market ETF, $32,649,600.00, 2,120,586 ; IEF, iShares 7-10 Year Treasury Bond ETF, $32,563,700.00, 8,176,303 ; IAU, iShares Gold Trust, $32,176,200.00, 5,331,996 ; VBR, Vanguard Small Cap Value ETF, $32,083,500.00, 429,971 ; IUSB, iShares Core Total USD Bond Market ETF, $31,787,200.00, 4,431,004 ; VGIT, Vanguard Intermediate-Term Treasury ETF, $30,796,400.00, 2,701,552 ; DGRO, iShares Core Dividend Growth ETF, $30,505,400.00, 1,472,221 ; GOVT, iShares U.S. Treasury Bond ETF, $28,558,400.00, 7,668,111 ; LQD, iShares iBoxx $ Investment Grade Corporate Bond ETF, $27,994,200.00, 26,006,918 ; JPST, JPMorgan Ultra-Short Income ETF, $27,721,800.00, 4,977,850 ; SGOV, iShares 0-3 Month Treasury Bond ETF, $27,464,000.00, 5,007,823 ; COWZ, Pacer US Cash Cows 100 ETF, $26,267,900.00, 1,530,886 ; TQQQ, ProShares UltraPro QQQ, $25,262,200.00, 48,416,105 ; SPYV, SPDR Portfolio S&P 500 Value ETF, $25,021,500.00, 2,557,309 ; MDY, SPDR S&P Midcap 400 ETF Trust, $24,474,900.00, 703,489 ; MGK, Vanguard Mega Cap Growth ETF, $24,274,000.00, 357,383 ; VONG, Vanguard Russell 1000 Growth ETF, $24,271,100.00, 727,985 ; USMV, iShares MSCI USA Min Vol Factor ETF, $24,191,100.00, 1,846,530 ; SMH, VanEck Semiconductor ETF, $24,190,500.00, 6,586,421 ; SHY, iShares 1-3 Year Treasury Bond ETF, $22,474,900.00, 4,011,265 ; XLY, Consumer Discretionary Select Sector SPDR Fund, $22,068,000.00, 2,840,564 ; VXF, Vanguard Extended Market ETF, $21,708,000.00, 310,947 ; XLI, Industrial Select Sector SPDR Fund, $21,433,600.00, 7,394,988 ; SDY, SPDR S&P Dividend ETF, $21,226,600.00, 188,679 ; USHY, iShares Broad USD High Yield Corporate Bond ETF, $21,011,800.00, 10,399,563 ; IGSB, iShares 1-5 Year Investment Grade Corporate Bond ETF, $20,999,700.00, 2,625,070 ; IUSG, iShares Core S&P U.S. Growth ETF, $20,710,500.00, 421,177 ; DVY, iShares Select Dividend ETF, $20,487,100.00, 352,038 ; SPDW, SPDR Portfolio Developed World ex-US ETF, $20,335,100.00, 1,836,911 ; BIV, Vanguard Intermediate-Term Bond ETF, $20,307,500.00, 1,198,464 ; IUSV, iShares Core S&P U.S. Value ETF, $19,779,200.00, 500,282 ; GBTC, Grayscale Bitcoin Trust ETF, $19,691,700.00, 3,694,170 ; XLC, Communication Services Select Sector SPDR Fund, $19,664,000.00, 3,566,473 ; IYW, iShares U.S. Technology ETF, $19,651,900.00, 747,791 ; VBK, Vanguard Small Cap Growth ETF, $19,470,600.00, 243,694 ; ACWI, iShares MSCI ACWI ETF, $19,424,500.00, 1,932,930 ; VGSH, Vanguard Short-Term Treasury ETF, $19,079,300.00, 2,414,005
mutual funds with the intra-day liquidity of stocks. The best bond ETFs top it off with a low cost. In terms of assets... 35% over the past 10 years as of November 30, 2023. Although...
, AUM ($,B), Average ER %, Average 1YR Return ; Rafferty Asset Management, 5.99, 1.07%, 6.37% ; Proshare Advisors LLC, 0.16, 0.95%, 12.04%