The Best of the Bond Mutual Funds - AAA Credit Quality Only
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Date updated:03-09-2007

Want to tuck some of your hard-earned cash somewhere safer than the stock market? Want to diversify away some of your portfolio risk? Do you believe a recession is just around the bend?

Here are some of the best bond mutual funds in the business, all of which have a minimum initial investment of $3,000 or less, and all of whom only invest in AAA-rated fixed income products.

Criteria:
- Portfolio manager has been there 9+ years
- Invest only in AAA-rated fixed income products
- No loads (front-end or back-end)
- Received either a 4 or 5-star rating from Morningstar
- Minimum Initial Investment of $3,000 or less
- Intermediate or Short-term portfolio duration

symbol name last price % change open
  • +
  • TGLMX
    Tcw Total Return
  • $10.25
  • +0.10%
  • $N/A

Category: Intermediate-Term Bond Morningstar Rating: 5 stars (Morningstar Bond Fund Manager of the Year '06) Minimum Initial Investment: $2,000 Expense Ratio: .44% Manager Tenure: 13 years Standard Deviation (past 3 years): 2.82 Portfolio Turnover: 22% 10 year return (% rank in category): Top 2% Assets Under Management: $622 Million Summary: The fact that the portfolio manager was the "Morningstar Bond Fund Manager of the Year" in 2006 should say something...

People owning TGLMX also tend to own: FKUSXMGIDXSEGSXVFIIXETVETWETY

TheStreet.com Rating: No Rating What is this?

  • +
  • SEGSX
    Sentinel Gov Secu
  • $11.09
  • 0.00%
  • $N/A

Category: Intermediate Duration, Government Morningstar Rating: 5 stars Minimum Initial Investment: $1,000 Expense Ratio: .98% Manager Tenure: 14 years Standard Deviation (past 3 years): 2.77 (average risk) Portfolio Turnover: 678% 10 year return (% rank in category): Top 8% Assets Under Management: $217 Million Summary: For someone that doesn't mind more volaitility in their bond portfolio, and is alright with very active management (check out his higher portfolio turnover), this is a good place to turn. Hard to argue with his long-term track record... Side Note: MAKE SURE TO WAIVE THE LOAD!!!!

People owning SEGSX also tend to own: FKUSXMGIDXTGLMXVFIIX

TheStreet.com Rating: No Rating What is this?

  • +
  • FKUSX
    Franklin Custodia
  • $6.74
  • +0.15%
  • $N/A

Category: Intermediate Duration, Government Morningstar Rating: 4 stars Minimum Initial Investment: $1,000 Expense Ratio: .72% Manager(s) Tenure: 23 years, 14 years Standard Deviation (past 3 years): 2.35 (low risk) Portfolio Turnover: 21% 10 year return (% rank in category): Top 28% Assets Under Management: $6,422 Million Summary: A low risk, solid return fund with good management. For the more conservative or older investor, this might be a good place to turn. Side Note: MAKE SURE TO WAIVE THE LOAD!!!!

People owning FKUSX also tend to own: MGIDXSEGSXTGLMXVFIIX

TheStreet.com Rating: No Rating What is this?

  • +
  • VFIIX
    Vanguard Gnma Fun
  • $10.87
  • +0.18%
  • $N/A

Category: Intermediate Government Morningstar Rating: 5 stars Minimum Initial Investment: $3,000 Expense Ratio: .21% Manager Tenure: 13 years Standard Deviation (past 3 years): 2.56 Portfolio Turnover: 38% 10 year return (% rank in category): Top 7% Assets Under Management: $23,225 Summary: Very low expenses. Is it getting too big?

People owning VFIIX also tend to own: AGRALUAVBLSBPCCLI

TheStreet.com Rating: No Rating What is this?

  • +
  • MGIDX
    Managers Intermed
  • $11.11
  • +0.09%
  • $N/A

Category: Short-Term, Government Morningstar Rating: 5 stars Minimum Initial Investment: $2,000 Expense Ratio: .88% Manager Tenure: 13 years Standard Deviation (past 3 years): 2.44 Portfolio Turnover: 672% 10 year return (% rank in category): Top 1% Assets Under Management: $180 Million Summary: Solid fund.

People owning MGIDX also tend to own: FKUSXSEGSXTGLMXVFIIXALMIXAMSFXANSTX

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date
TGLMX 9.51 +7.78% May 7th
SEGSX 10.26 +8.09% May 7th
FKUSX 6.41 +5.15% May 7th
VFIIX 10.22 +6.36% May 7th
MGIDX 10.55 +5.31% May 7th

Average return:

 +6.54%

Success rate:

 100%

Tracking Started: 05-07-2007
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