Ang Morningstar ay nagtatakda ng bawat pondo sa kategoryang ito, na nagbibigay ng limang bituin sa pinakamataas na 10% ng pondo, apat na bituin sa susunod na 22.5%, tatlong bituin sa gitna ng 35%, dalawa hanggang sa 22.5%, at isang bituin sa ibaba 10% .
Tandaan, ito ay batay sa nakaraang pagganap at hindi isang tagapagpahiwatig ng mga resulta sa hinaharap.
Iyon ang dahilan kung bakit ang pananaliksik sa layunin at pagmamay-ari ng isang pondo - at hindi lamang ang pamumuhunan sa batayan ng mga bituin - ay mahalaga. Matuto nang higit pa sa aking artikulo, " Dapat Mong Bilhin ang Mga Pondo ng 5-Bituin ?"
Sa nasabi na, sa ibaba ay ang listahan ng apat at limang-bituin na mga pondo ng bono sa bawat kategorya na may pinakamababang pamumuhunan na $ 500,000 at mas mababa. Karamihan sa mga pondo ay may maraming "mga klase sa pagbabahagi " na kung saan ay isang paraan mamumuhunan ay maaaring pumili sa pagitan ng front-end load at mga istraktura ng bayad. Minsan isa lamang ang naghahati ng mataas na ranggo ng klase, samantalang ang dalawa o tatlong mga klase ay hahalal. Sa huling kaso, ang lahat ng mga klase sa pagbabahagi ay ipinapakita sa isang linya, kasama ang ticker na kumakatawan sa unang bahagi ng klase na nakalista.
Ang mga ticker ay isang madaling paraan upang magsagawa ng karagdagang pananaliksik sa mga pondo; simpleng pagpasok ng ticker sa Google o Yahoo! Dadalhin ng pananalapi ang isang kayamanan ng impormasyon. Ang seksyon ng sanggunian sa iyong lokal na aklatan ay karaniwang may buong Morningstar na libro na magagamit, na kung saan ay magbibigay-daan sa iyo upang tingnan ang mga ulat sa mga pondo na iyong sinisiyasat.
Hindi na ang ilan sa mga pondong ito ay may mga singil na pang-benta sa front-end ("naglo-load") at dapat mabili sa pamamagitan ng broker.
Ang mga listahan sa ibaba ay sa Hunyo 30, 2014.
Utang sa banko
- Eaton Vance Floating-Rate Advantage A EAFAX (5)
- Eaton Vance Floating Rate Fund EIBLX (4)
- DWS Floating Rate Fund - Class S DFRPX (4)
- Fidelity Advistor Floating Rate Mataas na Kita ko FFRIX (4)
- Hartford Floating Rate Y HFLYX (4)
- Invesco Floating Rate R AFRRX (4)
Matuto nang higit pa : Ano ang mga senior loan?
Corporate Bond
- Delaware Extended Duration Bond A, R DEEAX (5)
- Delaware Corporate Bond A, R DGCAX (4)
- Federated Bond F ISHIX (4)
- Invesco Van Kampen Corporate Bond Y ACCHX (4)
- Lord Abbett Income A LAGVX (4)
- MFS Bond R1 - R4 MFBGX (4)
- Nangungunang Pang-matagalang Investment-Grade Adm VWETX (4)
Matuto nang higit pa : Ang mga pangunahing kaalaman sa pamumuhunan sa mga corporate bond
Ang Emerging Market Bond
- Fidelity Advisor Emerging Markets Income I FMKIX (5)
- JP Morgan Emerging Markets Debt R5 JEMRX (4)
- T. Rowe Presyo Lumilitaw na Markets Bond PREMX (4)
Matuto nang higit pa : Panimula sa umuusbong na mga bono sa merkado
Mataas na Yield Bond
- Blackrock High Yield Bond Portfolio A, Svc (5)
- Delaware High-Yield Opportunities In DHOIX (5)
- Eaton Vance Income Opportunities I EIHIX (5)
- Prudential High-yield Z PHYZX (5)
- Federated High Yield Trust FHYTX (5)
- Third Avenue Focused Credit Investor TFCVX (5)
- Delaware High-Yield Opportunities R DHIRX (4)
- BlackRock High Yield Bond Portfolio - Class A BHYAX (4)
- DWS High Income Trust XKHIX (4)
- Eaton Vance Income Fund of Boston I (4)
- Fidelity Advisor High Income Advantage I FAHCX (4)
- Franklin High Income Fund - Class R, FHIRX (4)
- Hartford High yield IB, R4, R5 (HBHYX)
- Invesco High Yield HYNIX (4)
- Janus High-Yield Fund JAHYX (4)
- Panginoon Abbett High yield R3 AP LHYRX (4)
- MFS High Yield Opportunities R3 MHOTX (4)
- Neuberger Berman High Inc Bond Inv NHINX (4)
- Putnam High Yield Y PHYYX (4)
- T. Rowe Price High-Yield PRHYX (4)
Matuto nang higit pa : Ang mga pangunahing kaalaman sa pamumuhunan sa mga bonong may mataas na ani
Proteksiyon ng Bond ng Inflation
- Goldman Sachs Infl Protected Secs IR GSTPX (4)
- Harbour Real Return Adm HRRRX (4)
- Hartford Inflation Plus R5, Y HIPSX (4)
- Nangungunang Protektadong Pondo ng Seguridad ng Vanguard VIPSX (4)
Matuto nang higit pa : Paano gumagana ang mga TIP?
Intermediate-Term Government
- Fidelity Ginnie Mae Fund FGMNX (5)
- Payden GNMA Fund - Class Investor PYGNX (5)
- Prudential Government Income Z PGVZX (5)
- Putnam American Government Income Y PATYX (5)
- Putnam US Government Income Y PUSYX (5)
- Vanguard GNMA Adm VFIJX (5)
- American Century Ginnie Mae BGNMX (4)
- BlackRock GNMA Svc BGPSX (4)
- DWS GMNA Fund SGINX (4)
- DWS Strategic Government S KUSMX (4)
- JPMorgan Bond ng Pamahalaan Pumili ng HLGAX (4)
- Franklin US Government Secs Adv FUSAX (4)
- Managers Intermediate Duration Govt MGIDX (4)
- Invesco Van Kampen US Mortgage Y VUSIX (4)
- Putnam American Government Income R PAMRX (4)
- Putnam US Government Income R PGVRX (4)
- T. Rowe Price GNMA PRGMX (4)
- T. Rowe Price US Treasury Intermediate PRTIX (4)
- Vanguard Interm-Term Treasury Adm VFIUX (4)
- Wells Fargo Advantage Mga Seguridad ng Pamahalaan I SGVIX (4)
Intermediate Term Term Bond
- Federated Bond F ISHIX (5)
- JPMorgan Total Return R5 JMTRX (5)
- Loomis Sayles Core Plus Bond Fund - Class A, Y NEFRX (5)
- Loomis Sayles Investment Grade Bond Y LSIIX (5)
- MGFIX (5)
- MFS Bond R1, R2, R3, R4 MFBGX (5)
- Pioneer Bond Y PICYX (5)
- Prudential Total Return Bond Z PDBZX (5)
- Putnam Income R, Y PIFRX (5)
- AllianceBern Interm Bond K ABQKX (4)
- BlackRock Total Return R MRCBX (4)
- Delaware Core Plus R DUGRX (4)
- Delaware Diversified Income A, R DPDFX (4)
- Dodge & Cox Income DODIX (4)
- Dreyfus Intermediate Term Inc I DITIX (4)
- Fidelity Advisor Total Bond I FEPIX (4)
- Fidelity Investment Grade Bond FBNDX (4)
- Fidelity Total Bond FTBFX (4)
- Franklin Total Return Adv FBDAX (4)
- Goldman Sachs Core Fixed Income IR GDFTX (4)
- Goldman Sachs Core Plus Fixed Income IR GSNTX (4)
- Harbor Bond Adm HRBDX (4)
- Janus Flexible Bond T JAFIX (4)
- JHancock Bond A JHNBX (4)
- JPMorgan Core Plus Bond R2 JCPZX (4)
- JPMorgan Total Return A JMTAX (4)
- Lord Abbett Total Return A, P, R3 LTRAX (4)
- Fixed Income Managers Isang MFDAX (4)
- Mga Tagapamahala ng PIMCO Bond MBDFX (4)
- MFS Research Bond R2, R3, R4 MRRRX (4)
- PIMCO Total Return - Class R PTRRX (4)
- Pioneer Bond Fund - Class A, R PIOBX (4)
- Prudential Total Return Bond A PDBAX (4)
- Putnam Incom A, M PINCX (4)
- T. Rowe Presyo Bagong Kita PRCIX (4)
- Target Total Return - Class A TATBX (4)
- Virtus Bond I SAVYX (4)
- Wells Fargo Advantage Total Return Bond MNTRX (4)
- William Blair Bond I WBFIX (4)
Long-Term Bond
- Eaton Vance Build America Bonds I EIBAX (4)
Matuto nang higit pa : Ano ang mga panganib at benepisyo ng mga pangmatagalang pondo ng bono?
Long Government
- American Century Zero Coupon 2020 Inv BTTTX (5)
- American Century Zero Coupon 2025 Inv BTTRX (4)
MultiSector Bond
- AllianceBern High Income Advisor, I, K AGDYX (5)
- AllianceBernstein High Income Fund - Class A AGDAX (5)
- Loomis Sayles Strategic Income Y NEZYX (5)
- Fidelity Advisor Strategic Income I FSRIX (4)
- Fidelity Strategic Income FSICX (4)
- Franklin Strategic Income FKSAX (4)
- Loomis Sayles Bond Fund LSBRX (4)
- Loomis Sayles Strategic Income A NEFZX (4)
- Pondo ng Panginoon Abbett Bond-Debenture - Klase P, R3 LBNPX (4)
- PIMCO Diversified Income A PDVAX (4)
- Pioneer Strategic Income Fund - Class R STIRX (4)
Munisipalidad (Lahat)
- DWS Massachusetts Tax-Free Fund - Class S SCMAX (5)
- DWS Managed Municipal Bond Fund - Class S, A SCMBX (5)
- DWS Intermediate Tax / AMT Free Fund - Class S SCMTX (4)
- DWS California-Free Income Fund ng Pondo - Class S SDCSX (4)
- DWS Municipal Income Trust XKTFX (5)
- DWS New York Tax-Free Income Fund - Class S SNWYX (4)
- DWS Strategic Municipal Income Trust XMSMX (4)
Non-tradisyonal
- Putnam Diversified Income Y PDVYX (5)
- Alliance Bernstein Unconstrained Bond AGSIX (4)
- Dreyfus Opportunistic Fixed Income I DSTRX (4)
- Hartford Corporate Opportunities HTIYX (4)
- JPMorgan Strategic Income Opps R5 (JSORX) (4)
- Putnam Diversified Income A, M, R PDINX (4)
Maikling Pamahalaan
- American Century Zero Coupon 201 (5) Adv ACTTX (5)
- American Century Zero Coupon 201 (5) Inv BTFTX (5)
- Obligasyon ng Pamahalaan ng Eaton Vance I EIGOX (5)
- Eaton Vance Mababang Tagal I EILDX (5)
- Loomis Sayles Ltd Termino Govt at Ahensya Y NELYX (5)
- Victory For Income Fund - Class A, R IPFIX (5)
- Pang-umpisa ng Pang-matagalang Federal Adm VSGDX (5)
- Federated US Government FIGIX (4)
- Pang-ilalim na Pang-matagalang Treasury Adm VFIRX (4)
- Loomis Sayles Ltd Termino ng Gobyerno at Ahensya ng NEFLX (4)
- Oppenheimer Limited-Term Government Y OLTYX (4)
- Payden US Government Fund PYUSX (4)
- Thornburg Limited Term US Government Fund - Class R3 LTURX (4)
- Pang-ilalim na Pang-matagalang Treasury Adm VFIRX (4)
- Wells Fargo Advantage Maikling Tagal Pamahalaan Bond I WSGIX (4)
Short-term Bond
- Fidelity Advisor Intermediate Bond I EFIPX (5)
- Lord Abbett Maikling Tagal ng Kita Income R3 LALDX (5)
- Oppenheimer US Government Y OUSYX (5)
- Prudential Short-Term Corporate Bd Z PIFZX (5)
- Thornburg Limited Term Income Fund - Class R3 THIRX (5)
- Virtus Multi-Sector Short Term Bond Fund - Class A NARAX (5)
- BlackRock Low Duration Bd Svc CMGBX (4)
- Calvert Short Duration Income Fund - Class A CSDAX (4)
- Dryden Short Term Corporate Bond Fund - Class R JDTRX (4)
- DWS Short Duration Fund - Class S DBPIX (4)
- Fidelity Advisor Intermediate Term Bond A, T FDIAX (4)
- Hartford Maikling Panahon Y HSDYX (4)
- Janus Short-Term Bond T JASBX (4)
- JPMorgan Limited Duration Bd A ONUAX (4)
- Oppenheimer Limited-Term Bond N, A OUSGX (4)
- PIMCO Mababang Tagal A, R PTLAX (4)
- Pioneer Short Term Income Y PSHYX (4)
- Prudential Short-Term Bond ng Kumpanya - R JDTRX (4)
- Pangunahin sa Pamamagitan ng Grad Pang-Investment, Grado Adm, Mamumuhunan VFSUX (4)
- Virtus Shrt / Interm Bond A HIMZX (4)
- William Blair Income N WBRRX (4)
- Wells Fargo Advantage Short-Term Bond I SSHIX (4)
Ultrashort Bond
- PIMCO Short-Term Admin PSFAX (4)
- DWS Ultra-Short Duration Fund - Class A, S SDUSX (4)
- Managers Maikling Tagal ng Gobyerno MGSDX (4)
- Wells Fargo Advantage Ultra Short Term Income STADX (4)
Matuto nang higit pa : Paano maikukumpara sa mga panandaliang bono sa mga pondo ng pera sa merkado?
World Bond
- Templeton Global Bond Fund - Class A, R TPINX (4)
- AllianceBernstein Global Bond Fund - Class A, R ANAGX (4)
- American Funds Capital World Bond R5 RCWFX (4)
- DWS Global High Income Fund XLBFX (4)
- Managers Global Bond MGGBX (4)
- PIMCO Foreign Bond (USD-Hedged) R, A PFRRX (4)
- PIMCO Global Bond (USD-Hedged) A PAIIX (4)
- Prudential Global Total Return Z PZTRX (4)
- Putnam Global Income R PGBRX (4)