Here are the ten best performing short-term bond funds

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Short-term bond funds invest primarily in corporate and other high-quality fixed-income securities, primarily from US issuers. These funds generally invest in securities with a maturity of one to three years and offer high liquidity. The interest of these bond funds is lower than that of long-term bond funds. These funds are preferred by conservative investors as these funds are less sensitive to interest rates. Let’s take a look at the ten best performing short-term bond funds.

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The ten best performing short-term bond funds

We referred to one-year bond yield data (from money.usnews.com) to rank the ten best performing short-term bond funds. Here are the ten best performing short-term bond funds:

  1. CM Advisors Fixed Income Funds (CMFIX, 3%)

CM Advisors Fixed Income Fund (MUTF:CMFIX) invests primarily in fixed income securities which the fund believes are undervalued. The fund may invest in all types of fixed income securities. The fund has returned more than 1% in the past three months and more than 2% in the past three years. CMFIX has over $29 million in total assets. The top three holdings in the fund are: United States Treasury Notes 2.75%, Allspring Treasury Plus MMkt Inst and PHI Group Inc Ordinary Shares – New.

  1. Frost Total Return Bond Fund (FAJEX, 3%)

Frost Total Return Bond Fund (MUTF:FAJEX), under normal circumstances, invests in fixed income securities, including higher quality securities. Sometimes it may also invest in securities rated below investment grade. The fund has returned nearly 1% over the past six months and nearly 4% over the past three years. FAJEX has over $3 billion in total assets. The top three holdings in the fund are: 0.75% US Treasuries, 2.875% US Treasuries and 0.625% US Treasuries.

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  1. Payden/Kravitz Cash Balance Plan Fund (PKBIX, 4%)

Payden/Kravitz Cash Balance Plan Fund (MUTF:PKBIX) was designed as an investment vehicle for cash balance pension plans. This fund normally invests in a wide variety of debt securities and income-producing securities. The fund has returned nearly 1% over the past six months and more than 4% over the past three years. PKBIX has over $116 million in total assets. The three main holdings of the fund are: 2 Year Treasury Note Future Mar 22, Ultra 10 Year US Treasury Note Future Mar 22 and 10 Year Treasury Note Future Mar 22.

  1. River Canyon Total Return Bond Fund (RCTIX, 4%)

The River Canyon Total Return Bond Fund (MUTF:RCTIX), under normal circumstances, invests in bonds, including mortgage-backed securities, debt securities and other fixed income instruments of government entities or from the private sector. The fund has returned nearly 1% over the past six months and more than 7% over the past three years. RCTIX has over $1 billion in total assets. The top three holdings in the fund are: CSMC 2021-WEHO 4.05305%, CSMC 2021-BRIT 3.83284% and United States Treasury Notes 0.5%.

  1. Frost Credit Fund (FCFBX, 5%)

Frost Credit Fund (MUTF:FCFBX) invests primarily in fixed income securities of US and foreign issuers. The fund has returned over 1% over the past six months and over 6% over the past three years. FCFBX has over $183 million in total assets. The three main holdings of the fund are: Race Point IX CLO Limited/Corp 2.39129%, Golub Cap Partners Clo 21 MR Ltd / FRN 2.57388% and Mcf Clo Viii Ltd / Mcf Clo Viii FRN 1.87225%.

  1. DFA Short Duration True Return Port (DFAIX, 5%)

DFA Short-Duration Real Return Portfolio (MUTF:DFAIX) invests primarily in a combination of debt securities. It may also invest more than 25% of its total assets in US Treasury bills, notes and notes. The fund has returned nearly 3% over the past six months and nearly 5% over the past three years. DFAIX has over $1.90 billion in total assets. The three largest holdings in the fund are: United States Treasury Notes 0.75%, Norway (Kingdom Of) 3% and United States Treasury Notes 0.625%.

  1. Fixed Low Duration Destinations (DLDFX, 6%)

Destinations Low Duration Fixed Income Fund (MUTF:DLDFX) normally invests in bonds, debt securities and fixed income instruments issued by government or private sector entities. The fund has returned more than 2% over the past six months and nearly 4% over the past three years. DLDFX has over $580 million in total assets. The three largest holdings in the fund are: iShares Core 1-5 Year USD Bond ETF, T/L Mallinckrodt International Finance SA Regd and Fresh Market, Inc. 9.75%.

  1. Thompson Bond Fund (THOPX, 6%)

Thompson Bond Fund (MUTF: THOPX) invests primarily in corporate bonds. Additionally, approximately 30% of its assets are currently in cash. The fund has returned nearly 1% over the past six months and more than 3% over the past three years. THOPX has over $2.40 billion in total assets. The three main holdings of the fund are: General Electric Company, AmTrust Financial Services and Reinsurance Grp Amer.

  1. Holbrook Income Fund (HOBAX, 6%)

Holbrook Income Fund (MUTF:HOBAX) generally invests in fixed income instruments and may also invest up to 50% of its assets in common and preferred shares of underlying funds. The fund has returned nearly 1% over the past six months and nearly 7% over the past three years. HOBAX has over $670 million in total assets. The fund’s three main holdings are: First American Government Obligs X, Charah Solutions and Ready Cap.

  1. Angel Oak Financials Income Fund (ANFLX, 7%)

Angel Oak Financials Income Fund (MUTF:ANFLX) invests primarily in debt securities issued by financial institutions, including subordinated debt securities, high yield securities, senior debt securities, preferred securities and preferred securities of trust. The fund has returned more than 2% over the past six months and nearly 3% over the past three years. ANFLX has over $168 million in total assets. The fund’s three main holdings are: First American Government Obligs U, Kingstone Companies and Preferred Bank.

7 pharma stocks to buy for a healthy portfolio in 2022

A year ago, investors expected 2021 to be a huge year for pharmaceutical stocks. The bullish outlook was that as vaccines rolled out and the economy reopened, investors would shift from biotech stocks to traditional pharmaceutical stocks.

But the Delta variant has kept Covid-19 top of mind for many investors. While it’s true that some pharma stocks were part of the vaccine race, other players in the space haven’t performed as well as hoped. For example, as of October 6, 2021, the iShares US Pharmaceuticals ETF (NYSEARCA: IHE) is up only 9.7% over the past 12 months. And if you bought shares of the fund at the start of the year, you have no growth to show for your patience.

There are reasons other than Covid-19 to consider when assessing the disappointing performance of pharmaceutical stocks. One is the current political climate that is making no secret of its desire to reshape the healthcare industry. And he has big pharma pricing practices firmly in his sights.

However, the pharmaceutical sector is still full of quality stocks for investors willing to accept the inherent risk. And that is the subject of this special presentation. In the next few minutes, we’ll look at seven pharma stocks poised to take big leaps forward in 2022.

Check out “7 Pharmaceutical Stocks to Buy for a Healthy Portfolio in 2022”.

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