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Grab These 3 Diversified Bond Mutual Funds to Reduce Your Risk
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Investing in diversified bond funds is preferred to individual bond investing, as building a portfolio of the second type may prove relatively more expensive. A higher level of liquidity also makes diversified bond funds more attractive.
Moreover, mutual funds having significant exposure to diversified bonds are excellent choices for investors seeking steady returns with a relatively low level of risk. Investing in funds that maintain a portfolio of bonds issued across a wide range of market sectors also reduces sector-specific risk.
Aristotle Strategic Income invests in debt instruments that generate income. PLSFX’s allocations to non-investment grade debt instruments and investment-grade debt instruments vary on the advisor’s view of market conditions. The fund has returned 2.1% over the past three years.
Michael Marzouk has been one of the fund managers of PLSFX since February 2016.
BBH Limited Duration aims for maximum total return. BBBMX invests in a well-diversified portfolio of durable, performing fixed-income instruments, primarily focused on asset-backed securities, notes and bonds. The fund has returned 4% over the past three years.
As of July 2024, BBBMX had 59.1% of its assets invested in Total Misc Bonds.
Osterweis Strategic Income invests primarily in income-bearing securities. OSTIX seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. The fund has returned 4.2% over the past three years.
OSTIX has an expense ratio of 0.86% compared with the category average of 0.91%.
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Grab These 3 Diversified Bond Mutual Funds to Reduce Your Risk
Investing in diversified bond funds is preferred to individual bond investing, as building a portfolio of the second type may prove relatively more expensive. A higher level of liquidity also makes diversified bond funds more attractive.
Moreover, mutual funds having significant exposure to diversified bonds are excellent choices for investors seeking steady returns with a relatively low level of risk. Investing in funds that maintain a portfolio of bonds issued across a wide range of market sectors also reduces sector-specific risk.
Below, we share with you three top-ranked diversified bond mutual funds, namely Aristotle Strategic Income (PLSFX - Free Report) , BBH Limited Duration (BBBMX - Free Report) and Osterweis Strategic Income (OSTIX - Free Report) . Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
Aristotle Strategic Income invests in debt instruments that generate income. PLSFX’s allocations to non-investment grade debt instruments and investment-grade debt instruments vary on the advisor’s view of market conditions. The fund has returned 2.1% over the past three years.
Michael Marzouk has been one of the fund managers of PLSFX since February 2016.
BBH Limited Duration aims for maximum total return. BBBMX invests in a well-diversified portfolio of durable, performing fixed-income instruments, primarily focused on asset-backed securities, notes and bonds. The fund has returned 4% over the past three years.
As of July 2024, BBBMX had 59.1% of its assets invested in Total Misc Bonds.
Osterweis Strategic Income invests primarily in income-bearing securities. OSTIX seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. The fund has returned 4.2% over the past three years.
OSTIX has an expense ratio of 0.86% compared with the category average of 0.91%.
To view the Zacks Rank and the past performance of all diversified bond mutual funds, investors can click here to see the complete list of diversified bond mutual funds.
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