Taxable Bond Index Medalist Funds
Index funds generally don’t try to beat the market by opportunistically buying or selling securities. Rather, they invest the assets of the fund or ETF to mirror the construction of an index, giving investors a way to gain exposure to a specific part of the markets. Index funds generally have lower relative costs compared with actively managed offerings. Here we highlight taxable bond index funds and ETFs that also received a Gold, Silver, or Bronze Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. For passive strategies, funds and ETFs with top ratings are expected to deliver alpha that exceeds the lesser of the category median net alpha, or zero, over the long term.
|
Name
|
Morningstar Category
|
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
| |
|---|---|---|---|---|---|---|---|---|---|---|
| BNY Mellon Bond Market Index Fund - Class I
DBIRX
| Intermediate Core Bond | 4.73% | 4.07% | 5.76 | −1.94% | 3.98% | 0.150% | $357.20M | ||
| BNY Mellon Bond Market Index Fund - Investor Shares
DBMIX
| Intermediate Core Bond | 4.48% | 3.81% | 5.76 | −2.29% | 3.68% | 0.400% | $357.20M | ||
| BNY Mellon Core Bond ETF
BKAG
| Intermediate Core Bond | 5.13% | 4.43% | 5.85 | −1.87% | 4.12% | 0.000% | $1.53B | ||
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SNPG
| Short-Term Bond | 4.83% | 4.67% | 2.71 | 0.90% | — | 0.190% | $169.04M | ||
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QHQY
| Intermediate Government | 4.44% | 4.05% | 4.96 | −2.38% | 3.71% | 0.050% | $342.57M | ||
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SWDR
| Short Government | 4.21% | 3.96% | 1.96 | 1.32% | 4.07% | 0.050% | $267.13M | ||
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VFCHWG
| Intermediate Core Bond | — | 5.13% | 5.91 | −1.97% | 3.96% | 0.130% | $5.15B | ||
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ZTDYS
| Intermediate Core Bond | 5.13% | 4.35% | 5.82 | −1.84% | 4.10% | 0.000% | $4.23B | ||
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BRXFQN
| Inflation-Protected Bond | 2.03% | 4.48% | 6.51 | −1.94% | 3.83% | 0.050% | $11.49B | ||
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NZFJL
| Intermediate Government | 4.97% | 4.06% | 6.06 | −2.90% | 3.43% | 0.030% | $8.15B | ||
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YHDLVR
| Global Bond-USD Hedged | 3.81% | 4.33% | 6.62 | −0.83% | 3.77% | 0.060% | $1.38B | ||
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JHVHLH
| Long Government | 5.56% | 4.43% | 14.46 | −7.67% | 0.98% | 0.030% | $4.73B | ||
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RLXPC
| Ultrashort Bond | 4.16% | 4.16% | 0.86 | 3.34% | 5.21% | 0.150% | $2.34B | ||
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XGSZT
| Inflation-Protected Bond | −1.78% | 4.54% | 6.52 | −1.99% | — | 0.050% | $20.54B | ||
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NVDTS
| Intermediate Government | 4.56% | 3.81% | 6.05 | −2.88% | — | 0.030% | $1.49B | ||
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NDKWX
| Long Government | 5.61% | 4.66% | 16.14 | −8.74% | 0.06% | 0.030% | $12.14B | ||
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FYSBD
| Intermediate Government | 4.92% | 3.95% | 5.77 | −1.84% | 3.27% | 0.030% | $8.54B | ||
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FHPZP
| Short-Term Inflation-Protected Bond | 1.92% | 4.08% | 2.37 | 1.43% | 4.89% | 0.000% | $11.41B | ||
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HQLWYN
| Intermediate Core Bond | 5.07% | 4.28% | 5.81 | −1.76% | 4.13% | 0.000% | $34.43B | ||
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PXSQWG
| Intermediate Government | 4.80% | 4.04% | 5.74 | −1.90% | 3.29% | 0.000% | $1.37B | ||
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VFFTZW
| Global Bond-USD Hedged | — | 4.56% | 7.38 | −1.38% | 3.15% | 0.000% | $17.39B | ||
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GXBJVF
| Long Government | 5.58% | 4.37% | 14.43 | −7.52% | 1.11% | 0.000% | $19.48B | ||
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JYZXGR
| Short-Term Bond | 4.85% | 3.78% | 2.56 | 0.80% | 4.33% | 0.030% | $4.39B | ||
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GDQHN
| Intermediate Core Bond | 4.85% | 4.21% | 5.74 | −1.97% | 3.98% | 0.100% | $662.59M | ||
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MBZMJ
| Intermediate Core Bond | 4.97% | 3.97% | 5.83 | −1.84% | 4.10% | 0.025% | $67.64B |
United States