Morningstar gba owo kọọkan sinu awọn ẹka rẹ, o fun awọn irawọ marun si oke 10% awọn owo, awọn irawọ mẹrin si 22.5% tókàn, awọn irawọ mẹta si arin 35%, meji si 22.5% tókàn, ati irawọ kan si isalẹ 10% .
Ranti, eyi da lori iṣẹ ti o kọja ati kii ṣe itọkasi awọn esi ti o mbọ.
Ti o ni idi ti iwadi sinu awọn ohun idaniloju ati awọn ohun ini ti owo-ina - ati kii ṣe idoko-owo lori awọn irawọ - jẹ pataki. Kọ diẹ ninu iwe mi, " Ṣe O Ra Ra Awọn Owo 5-Star ?"
Pẹlú eyi ti o sọ, ni isalẹ ni akojọ awọn owo ifẹkufẹ mẹrin-ati marun ni awọn ẹka kọọkan pẹlu awọn idoko-owo kere ju ti $ 500,000 ati ni isalẹ. Ọpọlọpọ awọn owo ni "awọn ipin kilasi " ọpọlọ ti o jẹ ọna ti awọn oludokoowo le yan laarin awọn opin opin ati awọn ẹya-ọya. Nigbakugba nikan ipin-ipin kan ni ipo gíga, lakoko ti o jẹ pe awọn meji tabi mẹta kilasi yoo ni ipo. Ni ọran ikẹhin, gbogbo awọn kilasi pin ni a fihan ni ila kan, pẹlu ami ti o jẹju ipin akọkọ ipin ti a ṣe akojọ.
Awọn ami ẹri jẹ ọna ti o ni ọwọ lati ṣe iwadi siwaju si lori awọn owo; nìkan titẹ awọn ami si sinu Google tabi Yahoo! Isuna yoo mu ọrọ alaye wa soke. Ẹka itọkasi ni ile-iṣẹ agbegbe rẹ yoo ni iwe kikun Morningstar wa, eyi ti yoo jẹ ki o wo awọn iroyin lori owo ti o n ṣe iwadi.
Ko pe diẹ ninu awọn owo wọnyi ni awọn idiyele tita iṣowo iwaju ("awọn ẹrù") ati pe o gbọdọ ra nipasẹ alagbata.
Awọn akojọ si isalẹ wa ni bi Oṣu 30, Ọdun 2014.
Ifowopamọ owo
- Eantage Vance Ayẹwo Rate Rate-Rate A EAFAX (5)
- Eaton Vance Floating Rate Fund EIBLX (4)
- DWS Floating Rate Fund - Kilasi S DFRPX (4)
- Fidelity Advistor Floating Rate High Income I FFRIX (4)
- Hartford Iyẹfun Rate Y HFLYX (4)
- Invesco Floating Rate R AFRRX (4)
Mọ diẹ sii : Kini awọn awin ti o pọju?
Ajọ Ijọpọ
- Delaware akoko ti o gbooro sii Iye A, R DEEAX (5)
- Delaware Ajọ Idapọ A, R DGCAX (4)
- Federated Bond F ISHIX (4)
- Invesco Van Kampen Idajọ Ajọ Y ACCHX (4)
- Oluwa Abbett Owo Oya A LAGVX (4)
- MFS Bond R1 - R4 MFBGX (4)
- Ile-iṣẹ Gigun ni Igbẹhin-Gẹẹsi-Igbimọ Adm VWETX (4)
Mọ diẹ sii : Awọn ipilẹ ti idoko ni awọn ifowopamọ ajọ
Oja Iṣowo Njaja
- Alamọran Ikẹgbẹ Nkan Njaju Awọn Owo Iṣowo I FMXX (5)
- JP Morgan Nyoju Awọn Ọja tita R5 JEMRX (4)
- T. Rowe Iye Awọn Ọja Ti N Fara Njaju PreMX (4)
Mọ diẹ sii : Ifihan si awọn ifowopamọ ọja tita
Ipa Gbigbọn Gigun
- Aṣiṣe Gbigbọn Gbigbọn Gbigbọn Iwọn Blackrock A, Svc (5)
- Ṣiṣe anfani anfani giga-giga Ni DHOIX (5)
- Eaton Vance Income Opportunities I EIHIX (5)
- Igbega Gigun ni Ifarahan Z PHYZX (5)
- Igbekele Gbigbọn Gbigbe ti Firedi FHYTX (5)
- Igbese Kẹta Agbegbe Gbese Aṣayan Iṣowo TFCVX (5)
- Awọn anfani anfani ti o gaju DHIRX (4)
- Bọtini Ipawe Gbigbọn Gbigbọn Gbigbe Didara BlackRock - Kilasi A BHYAX (4)
- DWS Highcome Trust Trust XKHIX (4)
- Eaton Vance Income Fund of Boston I (4)
- Alamọran Fidelity Gaju anfani I FAHCX (4)
- Franklin High income income - Kilasi R, FHIRX (4)
- Gbigbe Eke giga Hartford IB, R4, R5 (HBHYX)
- Inisco High yield HYNIX (4)
- Owó Gbigbe Gbigbe Gbigbọn giga Janus JAHYX (4)
- Oluwa Abbett Ibisi Nla R3 AP LHYRX (4)
- Awọn anfani anfani giga MFS R3 MHOTX (4)
- Neuberger Berman High Inc Bond Inv NHINX (4)
- Putnam High Yield Y PHYYX (4)
- T. Rield Price High-yield PRHYX (4)
Mọ diẹ sii : Awọn ipilẹ ti idoko-owo ni awọn iwe ifowopamọ ti o ga
Idaabobo Idaabobo Afikun
- Goldman Sachs Infl Ti a dabobo ti o ni GSTPX IR IR (4)
- Ibiti Gbongba Gbongba Adm HRRRX (4)
- Hartford Inflation Plus R5, Y HIPSX (4)
- VIPSX (Secure Securities Protected Inflation) Vanguard (4)
Mọ diẹ sii : Bawo ni TIPS ṣiṣẹ?
Alakoso Ijọba-igba
- Fidelity Ginnie Mae Fund FGMNX (5)
- Owo GNMA ti a sanwo - Oludokoowo PYGNX (5)
- Aṣakoso ijọba ti o pọju Z PGVZX (5)
- Putu Amẹrika Amẹrika Amẹrika Y PATYX (5)
- Putnam US Government Owo O PUSYX (5)
- Vanguard GNMA Adm VFIJX (5)
- Orilẹ-ede Amẹrika ti Ginnie Mae BGNMX (4)
- BlackRock GNMA Svc BGPSX (4)
- DWS GMNA Fund SGINX (4)
- DWS Imọye Ilana KUSMX (4)
- JPMorgan Government Bond Yan HLGAX (4)
- Franklin US Government Secs Adv FUSAX (4)
- Awọn alakoso Intermediate akoko Gogt MGIDX (4)
- Invesco Van Kampen US Mortgage Y VUSIX (4)
- Putọọ Amẹrika Amẹrika Amẹrika Owo R PAMRX (4)
- Putnam US Government Owo Oya R PGVRX (4)
- T. Rowe Iye GNMA PRGMX (4)
- T. Rowe Price US Treasury Intermediate PRTIX (4)
- Vanguard Interm-Term Treasury Adm VFIUX (4)
- Wells Fargo Advantage Government Securities I SGVIX (4)
Agbedemeji Agbedemeji-Igba
- Bonded Bond F ISHIX (5)
- JPMorgan Gbogbo Pada R5 JMTRX (5)
- Loomis Sayles Core Plus Bond Fund - Class A, Y NEFRX (5)
- Loomis Sayles Idoko Ere Bond Y LSIIX (5)
- Oludari Iṣuna Awọn alakoso MGFIX (5)
- MFS Bond R1, R2, R3, R4 MFBGX (5)
- Pioneer Bond Y PICYX (5)
- Aṣoju Isanwo Pada Apapọ Pada Z PDBZX (5)
- Putnam Income R, Y PIFRX (5)
- AllianceBern Interm Bond K ABQKX (4)
- BlackRock Lapapọ Pada R MRCBX (4)
- Delaware Core Plus R DUGRX (4)
- Delaware Diversified Owo A, R DPDFX (4)
- Dodge & Cox Owo Oya DODIX (4)
- Dreyfus Intermediate Term Inc I DITIX (4)
- Imọran Olukọni Igbẹhin Gbogbogbo I FEPIX (4)
- Imọlẹ Imọto Fidelity FondDown FBNDX (4)
- Iyọọda Gbogbogbo FTBFX (4)
- Franklin Lapapọ Pada Adv FBDAX (4)
- Goldman Sachs Core Wa titi owo IR GDFTX (4)
- Goldman Sachs mojuto Plus Wa titi owo oya IR GSNTX (4)
- Ibiti Bond Adm HRBDX (4)
- Janasi Flexible Bond T JAFIX (4)
- JHancock Bond A JHNBX (4)
- JPMorgan Core Plus Bond R2 JCPZX (4)
- JPMorgan Apapọ Pada A JMTAX (4)
- Oluwa Abbett Total Pada A, P, R3 LTRAX (4)
- Awọn alakoso Awọn owo oya ti o wa titi A MFDAX (4)
- Awọn alakoso PIMCO Bond MBDFX (4)
- MFS Iwadi Bond R2, R3, R4 MRRRX (4)
- PIMCO Gbogbo pada - Kilasi R PTRRX (4)
- Pioneer Bond Fund - Class A, R PIOBX (4)
- Aṣoju Isanwo Apapọ Pada A PDBAX (4)
- Putnam Incom A, M PINCX (4)
- T. Rowe Iye Titun Owo Ọja PRCIX (4)
- Iyipada owo-pada-Kilasi A TATBX (4)
- Virtus Bond I SAVYX (4)
- Wells Fargo Advantage Total Return Pond MNTRX (4)
- William Blair Bond I WBFIX (4)
Opo gigun
- Eaton Vance Kọ Awọn Bonds Amẹrika Ni IIBAX (4)
Mọ diẹ sii : Awọn ewu ati awọn anfani ti awọn owo ìduro akoko pipẹ ni awọn?
Gigun Gigun
- American Century Zero Coupon 2020 Inv BTTTX (5)
- American Century Zero Kupọọnu 2025 Opo BTTRX (4)
Oriṣiriṣi Aṣoju
- Alliance Countercome Income AllianceBern High, I, K AGDYX (5)
- AllianceBernstein High Fund Fund - Kilasi A AGDAX (5)
- Loomis Sayles Strategic Income Y NEZYX (5)
- Imọran Onimọnran Imọlẹmọlẹ Awọn Imọyeye Imọlẹ I FSRIX (4)
- Imọyeye Awọn Imọye Imọlẹ FSICX (4)
- Awọn Oro Imọlẹ Franklin ti o ni FKSAX (4)
- Loomis Sayles Bond Fund LSBRX (4)
- Loomis Sayles Strategic Income A NEFZX (4)
- Oluwa Abbett Bond-Debenture Fund - Kilasi P, R3 LBNPX (4)
- PIMCO Diẹ Iye owo A PDVAX (4)
- Igbese Owo Ini Pioneer - Class R STIRX (4)
Awọn ilu (Gbogbo)
- DWS Massachusetts Fund-Free Fund - Kilasi S SCMAX (5)
- DWS Ṣakoso Isakoso Agbegbe Ilu - Kilasi S, A SCMBX (5)
- DWS Intermediate Tax / AMT Free Fund - Kilasi S SCMTX (4)
- DWS California Tax-Free Owo Oya - Kilasi S SDCSX (4)
- DWS Ilu Awọn Owo Agbegbe XKTFX (5)
- DWS New York Tax-Free Fund Income - Class S SNWYX (4)
- DWS Imọlẹ Agbegbe Agbegbe XMSMX (4)
Ti kii ṣe ibile
- Putnam Diversified Owo Oya Y PDVYX (5)
- Alliance Bernstein Unconstrained Bond AGSIX (4)
- Dreyfus anfani anfani ti o wa titi TI DSTRX (4)
- Awọn anfani anfani Hartford HTIYX (4)
- Awọn Owo Oro Imọ JPMorgan Opps R5 (JSORX) (4)
- Putu Diversified Owo Oya A, M, R PDINX (4)
Ijoba Kuru
- American Century Zero Coupon 201 (5) Adv ACTX (5)
- American Century Zero Coupon 201 (5) Inv BTFTX (5)
- Awọn ẹtọ Ilana Eaton Vance IEIGOX (5)
- Eaton Vance Low Iye I EILDX (5)
- Loomis Sayles Ltd Ile-iṣẹ ijọba ati Agency Y NELYX (5)
- Igbese Fun Ini Owo Fun Aṣẹ - Kilasi A, R IPFIX (5)
- Vanguard Kukuru-Federal Federal Adm VSGDX (5)
- Federated US Government FIGIX (4)
- Vanguard Kukuru-Ipinle Išura Adm VFIRX (4)
- Loomis Sayles Ltd Ile-iṣẹ ijọba ati Ile-iṣẹ A NEXX (4)
- Oppenheimer Ijoba Nipasẹ Iwọn Y OLYYX (4)
- Orile-ede AMẸRIKA AMẸRIKA US PYUSX (4)
- Thornburg Limited Term US Government Fund - Kilasi R3 LTURX (4)
- Vanguard Kukuru-Ipinle Išura Adm VFIRX (4)
- Wells Fargo Advantage Kukuru Ọjọ Ijọba Ti Mo Ni WSGIX (4)
Bond igba-kukuru
- Imọran Imọlẹ Fidelity Intermediate Bond I EFIPX (5)
- Oluwa Abbett Kukuru Iye Owo Oya R3 LALDX (5)
- Oppenheimer US Government Y OUSYX (5)
- Aṣoju Aajọ-ajọpọ Bd Z PIFZX (5)
- Thornburg Limited Term Income Fund - Kilasi R3 THIRX (5)
- Virtus Multi-Sector Short Term Bond Fund - Kilasi A NARAX (5)
- BlackRock Low Duration Bd Svc CMGBX (4)
- Calvert Short Duration Fund income - Class A CSDAX (4)
- Igbese Iṣọkan Akoko Gbigbọn - Kilasi R JDTRX (4)
- DWS Akoko Iye Akoko - Silasila S DBPIX (4)
- Alamọran Fidelity Intermediate Term Bond A, T FDIAX (4)
- Hartford Kukuru Iye Y HSDYX (4)
- Janus Kukuru T JASBX (4)
- JPMorgan Limited Iye Bd A ONUAX (4)
- Oppenheimer Npinnu-Iwọn-Lopin N, A OUSGX (4)
- PIMCO Low Iye A, R PTLAX (4)
- Pioneer Short Term income Y PSHYX (4)
- Aṣoju Aṣoju Akoko-Aṣoju - R JDTRX (4)
- Vanguard Idoko-Igbese Idoko-Igbese Adm, Oludokoowo VFSUX (4)
- Virtus Shrt / Ibaramu Ifihan A HIMZX (4)
- William Blair Owo Oya N WBRRX (4)
- Wells Fargo Advantage Kukuru-Aago Bond I SSHIX (4)
Ultrashort Bond
- PIMCO Kukuru-igbimọ akoko PSFAX (4)
- DWS Ultra-Short Duration Fund - Kilasi A, S SDUSX (4)
- Awọn alakoso Kukuru Ọjọ Ijọba MGSDX (4)
- Wells Fargo Advantage Ultra Kukuru igba owo oya STADX (4)
Mọ diẹ sii : Bawo ni awọn iwe-akoko kukuru ṣe afiwe si owo owo owo?
Agbaye aye
- Templeton Global Bond Fund - Kilasi A, R TPINX (4)
- AllianceBundstein Global Bond Fund - Class A, R ANAGX (4)
- Awọn owo Amẹrika Awọn Agbaye World Bond R5 RCWFX (4)
- DWS Agbaye Owo Ini Agbegbe XLBFX (4)
- MGGBX Agbaye Agbaye agba (4)
- PIMCO Ajeji Ajeji (USD-Hedged) R, A PFRRX (4)
- Pondi Agbaye PIMCO (USD-Hedged) A PAIIX (4)
- Ayika Tuntun Agbaye Apapọ Pada Z PZTRX (4)
- Putnam Global Owo Oya R PGBRX (4)