Long-Term Bond
Long-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of more than six years (or, if duration is unavailable, average effective maturities greater than 10 years). Due to their long durations, these portfolios are exposed to greater interest rate risk. Morningstar®
#1 PIMCO Long-Term Credit Fund (PTCIX)
| Performance (1-yr.): 9.08% | Expenses: 0.55% |
| Performance (1-mo.): 4.82% | Total Assets: $4.91B |
#2 Loomis Sayles Investment Grade Fixed Income Fund (LSIGX)
| Performance (1-yr.): 9.91% | Expenses: 0.48% |
| Performance (1-mo.): 1.96% | Total Assets: $755.82M |
#3 Vanguard Long-Term Corporate Bond Fund (VLCIX)
| Performance (1-yr.): 4.14% | Expenses: 0.09% |
| Performance (1-mo.): 4.65% | Total Assets: $1.04B |
#4 Vanguard Long Term Investment Grade Fund (VWESX)
| Performance (1-yr.): 3.18% | Expenses: 0.22% |
| Performance (1-mo.): 4.74% | Total Assets: $13.19B |
#5 Delaware Extended Duration Bond Fund (DEEAX)
| Performance (1-yr.): 7.78% | Expenses: 0.95% |
| Performance (1-mo.): 3.82% | Total Assets: $844.82M |
#6 PIA BBB Bond Fund (PBBBX)
| Performance (1-yr.): 5.25% | Expenses: 0.00% |
| Performance (1-mo.): 2.79% | Total Assets: $334.39M |
#7 PIMCO Long Duration Total Return Fund (PLRIX)
| Performance (1-yr.): 0.36% | Expenses: 0.50% |
| Performance (1-mo.): 5.18% | Total Assets: $6.42B |
#8 Spirit of America Income Fund (SOAIX)
| Performance (1-yr.): 6.11% | Expenses: 1.10% |
| Performance (1-mo.): 1.97% | Total Assets: $288.26M |
#9 BlackRock Long Duration Bond (BLADX)
| Performance (1-yr.): 0.54% | Expenses: 0.91% |
| Performance (1-mo.): 5.30% | Total Assets: $276.75M |
#10 T. Rowe Price Corporate Income Fund (PRPIX)
| Performance (1-yr.): 5.93% | Expenses: 0.65% |
| Performance (1-mo.): 2.22% | Total Assets: $672.54M |
