Bond Mutual Funds List

Here you can find all the Bond asset class mutual funds and compare their essential indicators like expense ratio or rate of return to see which suits your portfolio best.

Asset Class is Bond

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
OPIGX	Invesco Core Bond Fund	Intermediate Core Bond	Apr 15, 1988	0.71%	-1.05%	1.49%	2.47%	11
OPNYX	Invesco Rochester AMT-Free New York Municipal Fund	Municipal Bonds	Aug 15, 1984	0.84%	-0.49%	2.49%	3.00%	3
OPSIX	Invesco Global Strategic Income Fund	Global Bonds	Oct 15, 1989	1.00%	-5.17%	1.84%	3.27%	6
OPTAX	Invesco AMT-Free Municipal Fund	Municipal Bonds	Oct 26, 1976	0.75%	-0.59%	3.44%	2.63%	5
ORNAX	Invesco Rochester Municipal Opportunities Fund	High Yield Muni	Sep 30, 1993	0.72%	-0.61%	4.13%	3.63%	4
ORNYX	Invesco Rochester Municipal Opportunities Fund Cla...	Municipal Bonds	Nov 29, 2010	0.92%	-0.61%	4.40%	3.80%	3
ORSYX	Invesco Short Term Municipal Fund	Municipal Bonds	Dec 5, 2010	0.50%	-0.27%	2.02%	2.20%	65
ORTFX	Aquila Tax-Free Trust of Oregon	Municipal Bonds	Jun 15, 1986	0.70%	-0.08%	1.04%	2.77%	26
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	Municipal Bonds	May 3, 1998	0.87%	0.01%	1.10%	2.39%	39
OSTCX	JPMorgan Short Duration Bond Fund Class C	Short-Term Bond	Sep 4, 1990	1.09%	-0.21%	1.51%	3.16%	68
OSTIX	Osterweis Strategic Income Fund	High Yield Bonds	Aug 30, 2002	0.84%	-0.08%	5.24%	4.91%	96
OWCAX	Old Westbury California Municipal Bond Fund	Municipal Bonds	Dec 3, 2018	0.57%	-0.42%	—	2.57%	23
OWCIX	Old Westbury Credit Income Fund	Multisector Bonds	Sep 30, 2020	0.85%	0.31%	—	5.29%	35
OWFIX	Old Westbury Fixed Income Fund	Intermediate Core Bond	Mar 12, 1998	0.57%	-0.10%	1.69%	3.78%	47
OWMBX	Old Westbury Municipal Bond Fund	Municipal Bonds	Mar 5, 1998	0.57%	-0.24%	1.37%	2.63%	19
OWNYX	Old Westbury New York Municipal Bond Fund	Municipal Bonds	Dec 3, 2018	0.57%	-0.12%	—	2.40%	21
OWVAX	Sterling Capital West Virginia Intermediate Tax-Fr...	Municipal Bonds	Nov 30, 1993	0.58%	-0.27%	1.73%	2.86%	33
PACEX	T. Rowe Price Emerging Markets Corporate Bond Fund	Emerging Markets Bonds	May 23, 2012	1.16%	-1.46%	3.44%	5.18%	46
PACIX	Columbia Convertible Securities Fund	Convertible Bonds	Sep 24, 1987	1.12%	4.67%	12.05%	1.42%	88
PADZX	PGIM Absolute Return Bond Fund	Nontraditional Bonds	Mar 29, 2011	0.72%	0.58%	4.27%	4.67%	99

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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