The Best Investment Grade Bonds Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Investment Grade Bonds mutual funds.
- Number of Funds
- 25
- Avg. Expense Ratio
- 0.74%
- Avg. Yield
- 4.16%
- Avg. 1 Year Return
- 3.49%
- Median Risk/Return Score
- 16 / 100
The Best Investment Grade Bonds Mutual Funds
24 results
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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5 Years
Best Investment Grade Bonds Mutual funds by Risk/Return Score
The top Investment Grade Bonds Mutual funds by PortfoliosLab Risk/Return Score are PSDSX (97) and IGIEX (94).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Palmer Square Ultra-Short Duration Investment Grad... | 97 | — | Oct 2016 | |
| Ashmore Emerging Markets Investment Grade Income F... | 94 | — | Sep 2020 | |
| Virtus Seix Investment Grade Tax-Exempt Bond Fund | 66 | — | Jun 1992 | |
| Fidelity Series Investment Grade Securitized Fund | 36 | — | Aug 2018 | |
| Fidelity SAI Investment Grade Securitized Fund | 33 | — | May 2023 |
Best-Performing Investment Grade Bonds Mutual funds Over 5 Years
The top Investment Grade Bonds Mutual funds is SBFCX (3.35%).
Across the lineup, Investment Grade Bonds Mutual funds show an average 1-year return of 3.49% and an average 5-year return of 0.12%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Victory INCORE Investment Grade Convertible Fund C... | 3.35% | — | — | |
| Ashmore Emerging Markets Investment Grade Income F... | 2.92% | — | Sep 2020 | |
| Palmer Square Ultra-Short Duration Investment Grad... | 2.72% | — | Oct 2016 | |
| Loomis Sayles Investment Grade Fixed Income Fund | 0.87% | — | Jul 1994 | |
| Loomis Sayles Investment Grade Bond Fund Class Y | 0.54% | — | Dec 1996 |
Lowest-Cost Investment Grade Bonds Mutual funds
The top Investment Grade Bonds Mutual funds is DFAPX (0.20%).
With an average expense ratio of 0.74%, Investment Grade Bonds Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| DFA Investment Grade Portfolio | 0.20% | 12.70B | Mar 2011 | |
| Russell Investments Investment Grade Bond Fund | 0.32% | — | Mar 2000 | |
| Fidelity SAI Investment Grade Securitized Fund | 0.33% | — | May 2023 | |
| Fidelity Advisor Investment Grade Bond Fund Class ... | 0.36% | — | Oct 2018 | |
| Goldman Sachs Investment Grade Credit Fund | 0.38% | — | Nov 2003 |
Highest-Yield Investment Grade Bonds Mutual funds
The top Investment Grade Bonds Mutual funds is IGIEX (5.64%).
Across the lineup, Investment Grade Bonds Mutual funds show an average dividend yield of 4.16%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Ashmore Emerging Markets Investment Grade Income F... | 5.64% | — | Sep 2020 | |
| Russell Investments Investment Grade Bond Fund | 5.52% | — | Mar 2000 | |
| PIMCO Investment Grade Credit Bond Fund | 4.98% | — | Apr 2000 | |
| Goldman Sachs Investment Grade Credit Fund | 4.90% | — | Nov 2003 | |
| Loomis Sayles Investment Grade Fixed Income Fund | 4.84% | — | Jul 1994 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FBNDX vs. FBNDFBNDX vs. FTBFXFBNDX vs. FTHRXFBNDX vs. VCITFBNDX vs. BNDPIGIX vs. PGOVXPIGIX vs. VFIDXPIGIX vs. TLTPIGIX vs. IBMPIGIX vs. BNDXDFAPX vs. USIGDFAPX vs. BILDXDFAPX vs. DGSFXDFAPX vs. SPYDFAPX vs. UCONFIKQX vs. PIMIXFIKQX vs. MSTDXFIKQX vs. BAGIXFIKQX vs. FADMXFIKQX vs. PDBAXLSIIX vs. LSSAXLSIIX vs. PIMIXLSIIX vs. BNDLSIIX vs. VUSBLSIIX vs. QYLDPBDCX vs. SPYPBDCX vs. BIZDPBDCX vs. VOOPBDCX vs. JEPQPBDCX vs. BKLNFSIGX vs. PHIYXFSIGX vs. FXNAXFSIGX vs. FADMXFSIGX vs. JPSTFSIGX vs. FTBFXTAUSX vs. BFFAXTAUSX vs. BFMCXTAUSX vs. JHNBXTAUSX vs. FFIZXTAUSX vs. JFIVXFGBPX vs. NOCBXFGBPX vs. FCPIXFGBPX vs. BNDFGBPX vs. FZROXFGBPX vs. VBTIXFGBAX vs. FTHRXFGBAX vs. SPYFGBAX vs. VTBNXFGBAX vs. GIBIXFGBAX vs. TLT