INVESTMENT GRADE BOND
BEST OVERALL INVESTMENT GRADE BOND FUND
American Century Core Plus (ACCNX)
A FAVORITE BECAUSE: Usually available for NTF, a bonus at this expense ratio (0.67%) and small asset size (under $100 million). Great low-balance fund for those making regular investments.
WE DON'T LIKE: Recently so-so performance. Fund will have difficulty beating low-fee indexes in low-yield environment. Those buying more than $20k or so can do slightly better elsewhere.
| Named Favorite: | 07/10 |
| Return While Favorite: | 16.53% |
| VS. S&P While Favorite: | -80.74% |
| MAXrating: | 57 |
| Outlook: | 2% |
| Expense Ratio: | 0.55% |
INVESTMENT GRADE BOND SPECIAL CRITERIA WINNERS
BEST OPEN-END INVESTMENT GRADE BOND FUND
American Century Core Plus (ACCNX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 16.53% |
| VS. S&P While Favorite: | -80.74% |
| MAXrating: | 57 |
| Outlook: | 2% |
| Expense Ratio: | 0.55% |
BEST INVESTMENT GRADE BOND ETF
Vanguard Total Bond Market ETF (BND)
| Named Favorite: | 07/10 |
| Return While Favorite: | 15% |
| VS. S&P While Favorite: | -82.27% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM INVESTMENT GRADE BOND FUND
Harbor Bond Inst (HABDX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 16.83% |
| VS. S&P While Favorite: | -80.44% |
| MAXrating: | 54 |
| Outlook: | 2% |
| Expense Ratio: | 0.54% |
BEST NTF INVESTMENT GRADE BOND FUND
Met. West Tot Ret Bond (MWTRX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 25.75% |
| VS. S&P While Favorite: | -71.52% |
| MAXrating: | 32 |
| Outlook: | 2% |
| Expense Ratio: | 0.67% |
INVESTMENT GRADE BOND PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P |
|---|
INVESTMENT GRADE BOND TRANSACTIONS
11/99 - Added Harbor Bond Inst (HABDX). Added as Best Investment Grade Bond Low Minimum Fund.
11/99 - Added Met. West Tot Ret Bond (MWTRX). Added as Best Investment Grade Bond No-Transaction Fee Fund.
11/99 - Added American Century Core Plus (ACCNX). Added as Best Open-End and Best Overall Investment Grade Bond fund.
11/99 - Added Vanguard Total Bond Market ETF (BND). Added as Best Investment Grade Bond Exchange Trade Fund.
