Nontraditional Bond Funds

Nontraditional bond funds are like the grade-school kids that liked to color outside the lines. Here, the strategies often have very limited portfolio constraints on exposure to credit, sectors, currency, or interest-rate sensitivity. They may also have exposure to a mix of factors such as absolute return mandates (goals of producing returns not correlated with the overall bond market), performance benchmarks based on ultra-short-term interest rates (such as T-bills), and the ability to use a broad range of derivatives for market- and security-level positions.
Screen With Investor
Name
Medalist Rating
Overall
SEC 30-Day Yield
TTM Yield
Average Effective Duration
Total Return
1 Year
Total Return
3 Year
Adjusted Expense Ratio
Fund Size
1290 Diversified Bond Fund Class A
TNUAX
4.64%4.92%3.281.39%5.81%0.750%$591.58M
1290 Diversified Bond Fund Class I
TNUIX
5.16%5.05%3.281.65%6.07%0.500%$591.58M
1290 Diversified Bond Fund Class R
TNURX
4.55%4.79%3.281.14%5.56%1.000%$591.58M
Abacus Flexible Bond Leaders ETF
ABXB
4.45%4.85%3.64−0.72%5.66%0.620%$1.86M
Adaptive Hedged Multi-Asset Income ETF
AMAX
—12.19%15.181.72%10.34%1.360%$74.28M
Anchor Risk Managed Income Strategies Fund Advisor Class Shares
ATCAX
—11.64%3.25−1.76%3.79%2.920%$14.22M
Anchor Risk Managed Income Strategies Fund Institutional Class
ATCSX
—11.42%3.25−1.99%3.53%3.170%$14.22M
Anfield Universal Fixed Income Fund Advisor Class
AFLAX
——————1.240%$149.02M
Anfield Universal Fixed Income Fund Institutional Class
AFLIX
——2.53%—2.19%5.34%1.270%$149.02M
Anfield Universal Fixed Income Fund Investor Class
AFLNX
——————1.090%$149.02M
Artisan Global Unconstrained Fund Advisor Shares
APDPX
—4.44%—11.53%10.67%1.160%$1.83B
Artisan Global Unconstrained Fund Institutional Shares
APHPX
—4.49%—11.69%10.76%1.110%$1.83B
Artisan Global Unconstrained Fund Investor Shares
APFPX
—4.33%—11.42%10.60%1.260%$1.83B
AXS Tactical Income Fund Class I Shares
TINIX
—3.46%4.041.24%4.15%1.900%$30.85M
BlackRock Credit Relative Value Fund Class K
BDMKX
4.76%5.84%0.911.36%6.46%1.160%$1.01B
BlackRock Credit Relative Value Fund Institutional Shares
BGCIX
4.66%5.77%0.911.28%6.37%1.390%$1.01B
BlackRock Credit Relative Value Fund Investor A Shares
BGCAX
4.27%5.51%0.911.14%6.18%1.590%$1.01B
BlackRock Credit Relative Value Fund Investor C Shares
BGCCX
3.70%4.70%0.910.32%5.36%2.340%$1.01B
BlackRock Strategic Income Opportunities Portfolio Class K
BSIKX
5.04%4.98%4.091.80%6.67%0.530%$49.21B
BlackRock Strategic Income Opportunities Portfolio Institutional Shares
BSIIX
4.95%4.89%4.091.70%6.58%0.620%$49.21B
BlackRock Strategic Income Opportunities Portfolio Investor A Shares
BASIX
4.51%4.62%4.091.44%6.30%0.880%$49.21B
BlackRock Strategic Income Opportunities Portfolio Investor C Shares
BSICX
3.97%3.88%4.090.71%5.54%1.610%$49.21B
Bramshill Income Performance Fund Institutional Class
BRMSX
4.76%4.83%—−3.95%3.43%1.190%$980.86M
BTS Managed Income Fund Class A Shares
BTSAX
3.45%5.02%2.181.14%5.23%2.020%$14.07M
BTS Managed Income Fund Class C Shares
BTSCX
2.86%4.27%2.180.38%4.41%2.770%$14.07M

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