Morningstar Hang chak fon nan kategori li yo, ki bay senk zetwal nan tèt 10% nan fon yo, kat zetwal nan pwochen 22.5%, twa zetwal yo nan mitan 35%, de nan% nan pwochen 22.5, ak yon sèl zetwal nan pati anba a 10% .
Kenbe nan tèt ou, sa a se ki baze sou pèfòmans pase epi se pa yon endikatè nan rezilta nan lavni.
Se poutèt sa rechèch nan objektif la ak HOLDINGS nan yon fon - epi li pa jis envesti sou baz la nan zetwal - se esansyèl. Aprann plis nan atik mwen an, " Ou ta dwe achte 5-Star Fon ?"
Avèk sa ki te di, anba a se lis la nan kat ak senk etwal lajan kosyon nan chak kategori avèk envèstisman minimòm de $ 500,000 ak pi ba a. Pifò lajan gen plizyè " klas pataje " ki se yon fason envestisè ka chwazi ant devan-fen charj ak estrikti frè. Pafwa, sèlman yon sèl klas pataje klas trè, pandan y ap pafwa de oswa twa klas ap ran. Nan dènye ka a, tout klas pataje yo montre sou yon sèl liy, ak revèy la ki reprezante klas la pataje premye ki nan lis.
Biyè yo se yon fason ki fasil pou fè plis rechèch sou lajan; tou senpleman k ap rantre nan Google a oswa Yahoo! Finans pral pote yon richès nan enfòmasyon. Seksyon referans lan nan bibliyotèk lokal ou an ap gen tipikman plen Morningstar liv ki disponib, ki pral pèmèt ou wè rapò sa yo sou lajan ou ap fè rechèch sou.
Se pa ke kèk nan fon sa yo gen devan-fen lavant chaj ("charj") epi yo dwe achte atravè yon koutye.
Lis ki anba yo se tankou 30 jen 2014.
Prè Bank
- Eaton Vance Flotan-To Avantaj Yon EAFAX (5)
- Eaton Vance Floating Rate Fon EIBLX (4)
- DWS Floating Rate Fon - Gwoup S DFRPX (4)
- Fidelite Advistè K ap flote To Revni Segondè mwen FFRIX (4)
- Hartford flotan pousantaj Y HFLYX (4)
- Invesco Floating Rate R AFRRX (4)
Aprann plis : Ki sa ki prè ansyen?
Corporate Bond
- Delaware pwolonje Duration Bond A, R DEEAX (5)
- Delaware Corporate Bond A, R DGCAX (4)
- Federasyon Bond F ISHIX (4)
- Invesco Van Kampen Corporate Bond ak ACCHX (4)
- Seyè Abbett Revni Yon LAGVX (4)
- MFS Bond R1 - R4 MFBGX (4)
- Vanguard Long-term Envestisman-Klas Adm VWETX (4)
Aprann plis : Basics yo nan envesti nan lyezon antrepriz
Emerging mache mache
- Fidelite Konseye Mache Revni Mache FMKIX (5)
- JP Morgan Emerging Mache Dèt R5 JEMRX (4)
- T. Rowe Prix Emerging Markets Bond PREMX (4)
Aprann plis : Entwodiksyon nan émergentes bon mache
Segondè Yield Bond
- Blackrock Segondè Yield Portfolio A, Svc (5)
- Delaware Opòtinite segondè-rendement nan DHOIX (5)
- Eaton Vance Opòtinite Revni mwen EIHIX (5)
- Pridansyèl High-Yield Z PHYZX (5)
- Federated segondè rendement Trust FHYTX (5)
- Twazyèm Avenue Envestisè Kredi TFCVX (5)
- Delaware Opòtinite segondè-rendement R DHIRX (4)
- BlackRock Segondè Portfolio bon randman - Klas A BHYAX (4)
- DWS Segondè Income Trust XKHIX (4)
- Eaton Vance Revni Fon Boston I (4)
- Fidelite Konseye Segondè Revni Advantage mwen FAHCX (4)
- Fon Inivèsèl Fon Franklin - Gwoup R, FHIRX (4)
- Hartford High Yield IB, R4, R5 (HBHYX)
- Invesco High Yield Sistèm (4)
- Janus High-Yield Fon JAHYX (4)
- Seyè Abbett Segondè Sede R3 AP LHYRX (4)
- MFS Opòtinite randman segondè R3 MHOTX (4)
- Neuberger Berman High Inc Bond NHINX (4)
- Putnam Segondè Yield Y PHYYX (4)
- T. Rowe Pri High-Yield PRHYX (4)
Aprann plis : Basics yo nan envesti nan gwo-sede obligasyon
Enflasyon pwoteje Bond
- Goldman Sachs Infl Pwoteje Secs IR GSTPX (4)
- Harbour Real Return Adm HRRRX (4)
- Hartford Enflasyon Plus R5, Y HIPSX (4)
- Vanguard Enflasyon Pwoteje Securities Fon VIPSX (4)
Aprann plis : Ki jan KONSÈY travay?
Gouvènman entèmedyè
- Fidelity Ginnie Mae Fon FGMNX (5)
- Peye GNMA Fon - PYGNX envestisè klas (5)
- Revni Gouvènman Pridans Z PGVZX (5)
- Putnam Ameriken Revni Gouvènman Y PATYX (5)
- Putnam US Gouvènman Revni Y PUSYX (5)
- Vanguard GNMA Adm VFIJX (5)
- Ameriken Syèd Ginnie Mae BGNMX (4)
- BlackRock GNMA Svc BGPSX (4)
- DWS GMNA Fon SGINX (4)
- DWS Estratejik Gouvènman S KUSMX (4)
- JPMorgan Bond Bond Chwazi HLGAX (4)
- Franklin US Gouvènman Seksyon Adv FUSAX (4)
- Manadjè Entèmedyè Duration Govt MGIDX (4)
- Invesco Van Kampen US Mortgage Y VUSIX (4)
- Putnam Ameriken Revni Gouvènman R PAMRX (4)
- Putnam US Gouvènman Revni R PGVRX (4)
- T. Rowe Pri GNMA PRGMX (4)
- T. Rowe Prix US Trezò Entèmedyè PRTIX (4)
- Vanguard entèmedyè Trezò Adm VFIUX (4)
- Wells Fargo Advantage Securities Gouvènman mwen SGVIX (4)
Entèmedyè-tèm Bond
- Federasyon Bond F ISHIX (5)
- JPMorgan Total Retounen R5 JMTRX (5)
- Loomis Sayles Nwayo Plus Fon Bond - Klas A, Y NEFRX (5)
- Loomis Sayles Envestisman Bond Bond Y LSIIX (5)
- Manadjè Bond Fon MGFIX (5)
- MFS Bond R1, R2, R3, R4 MFBGX (5)
- Pyonye Bond Y PICYX (5)
- Pridansyèl Total Retounen Bond Z PDBZX (5)
- Putnam Revni R, Y PIFRX (5)
- AllianceBern Interm Bond K ABQKX (4)
- BlackRock Total Retounen R MRCBX (4)
- Delaware Nwayo Plus R DUGRX (4)
- Delaware Divèsifye Revni A, R DPDFX (4)
- Dodge & Cox Revni DODIX (4)
- Dreyfus Entèmedyè Tèm Inc mwen DITIX (4)
- Fidelite Konseye Total Bond mwen FEPIX (4)
- Fidelity Investment Grade Bond FBNDX (4)
- Fidelite Total Bond FTBFX (4)
- Franklin Total Return Adv FBDAX (4)
- Goldman Sachs Nwayo Fiks Revni IR GDFTX (4)
- Goldman Sachs Nwayo Plus Fiks Revni IR GSNTX (4)
- Harbor Bond Adm HRBDX (4)
- Janus Flexible Bond T JAFIX (4)
- JHancx Bond Yon JHNBX (4)
- JPMorgan Nwayo Plus Bond R2 JCPZX (4)
- JPMorgan Total Retounen Yon JMTAX (4)
- Seyè Abbett Total Retounen A, P, R3 LTRAX (4)
- Manadjè Fiks Revni Yon MFDAX (4)
- Manadjè PIMCO Bond MBDFX (4)
- MFS Rechèch Bond R2, R3, R4 MRRRX (4)
- PIMCO Total Retounen - Gwoup R PTRRX (4)
- Fon Pyonye Bond - Gwoup A, R PIOBX (4)
- Pridansyèl Total Retounen Bond Yon PDBAX (4)
- Putnam Incom A, M PINCX (4)
- T. Rowe Pri New Revni PRCIX (4)
- Retounen total sib - Klas A TATBX (4)
- Virtus Bond mwen SAVYX (4)
- Wells Fargo Advantage Total Retounen Bond MNTRX (4)
- William Blair Bond mwen WBFIX (4)
Long-Term Bond
- Eaton Vance Bati Bon Amerik mwen EIBAX (4)
Aprann plis : Ki risk yo ak benefis ki genyen nan alontèm lajan kosyon?
Gouvènman Long
- American Century Zewo Koupon 2020 Inv BTTTX (5)
- American Century Zewo Koupon 2025 Inv BTTRX (4)
MultiSector Bond
- AllianceBern segondè revni konseye, mwen, K AGDYX (5)
- AllianceBernstein Fon pou Revni Segondè - Gwoup A AGDAX (5)
- Loomis Sayles Estratejik Revni Y NEZYX (5)
- Fidelite Konseye Estratejik Revni Mwen FSRIX (4)
- Fidisyè Estratejik Fidelite FSICX (4)
- Franklin Estratejik Revni FKSAX (4)
- Loomis Sayles Bond Fon LSBRX (4)
- Loomis Sayles Estratejik Revni Yon NEFZX (4)
- Seyè Abbett Bond-Fon Debenture - Klas P, R3 LBNPX (4)
- PIMCO Divèsifye Revni Yon PDVAX (4)
- Fon Pansyonè Estratejik Revni - Gwoup R STIRX (4)
Minisipal (Tout)
- DWS Massachusetts taks gratis gratis - klas S SCMAX (5)
- DWS Kontwole Minisipal Bond Fon - Gwoup S, Yon SCMBX (5)
- DwS Entèmedyè taks / AMT gratis Fon - Klas S SCMTX (4)
- DWS Kalifòni taks gratis lajan gratis - Klas S SDCSX (4)
- DWS Revni Minisipal Revni XKTFX (5)
- DWS New York Fon pou Lajan Revni gratis - Gwoup S SNWYX (4)
- DWS Estratejik Revni Minisipal Revni XMSMX (4)
Ki pa Peye-tradisyonèl
- Putnam Divèsifye Revni Y PDVYX (5)
- Alliance Bernstein san konte Bond AGSIX (4)
- Dreyfus Opòtinis Fiks Revni Mwen DSTRX (4)
- Hartford Corporate Opòtinite HTIYX (4)
- JPMorgan Estratejik Revni Opps R5 (JSORX) (4)
- Putnam Divèsifye Revni A, M, R PDINX (4)
Kout gouvènman
- American Century Zewo Koupon 201 (5) Adv ACTTX (5)
- American Century Zewo Koupon 201 (5) Inv BTFTX (5)
- Eaton Vance Obligasyon Gouvènman mwen EIGOX (5)
- Eaton Vance Ba Duration Mwen EILDX (5)
- Loomis Sayles Ltd Term Govt ak Ajans Y NELYX (5)
- Victory pou Fon Revni - Gwoup A, R IPFIX (5)
- Vanguard Kout tèm Federal Adm VSGDX (5)
- Federasyon US gouvènans US (4)
- Vanguard Kout tèm Trezò Adm VFIRX (4)
- Loomis Sayles Ltd Term Govt ak Ajans Yon NEFLX (4)
- Oppenheimer Limited-Term Gouvènman Y OLTYX (4)
- Peye Fon Gouvènman Etazini PYUSX (4)
- Thornburg limite tèm gouvènman gouvènman an - Gwoup R3 LTURX (4)
- Vanguard Kout tèm Trezò Adm VFIRX (4)
- Wells Fargo Advantage Kout Duration Gouvènman Bond mwen WSGIX (4)
Kout tèm Bond
- Fidelite Konseye Entèmedyè Bond mwen EFIPX (5)
- Seyè Abbett Kout Duration Revni R3 LALDX (5)
- Oppenheimer US Gouvènman Y OUSYX (5)
- Pridansyèl Kout tèm Corporate Bd Z PIFZX (5)
- Fon Thornburg Revni Finansman Tèm - Gwoup R3 THIRX (5)
- Virtus Multi-sektè Kout Term Bond Fund - Gwoup Yon NARAX (5)
- BlackRock ba Duration Bd Svc CMGBX (4)
- Calvert Short Duration Revni Fon - Gwoup Yon CSDAX (4)
- Dryden kout tèm Corporate Bond Fon - Klas R JDTRX (4)
- DWS Kout Duration Duration - Klas S DBPIX (4)
- Fidelite Konseye Tèm Entèmedyè Bond A, T FDIAX (4)
- Hartford Kout Duration Y HSDYX (4)
- Janus Kout tèm Bond JASBX (4)
- JPMorgan Limited Duration Bd Yon ONUAX (4)
- Oppenheimer Limited-Term Bond N, Yon OUSGX (4)
- PIMCO Low Duration A, R PTLAX (4)
- Pioneer Kout tèm revni Y PSHYX (4)
- Pridansyèl Kout tèm Bond Corporate - R JDTRX (4)
- Vanguard Kout tèm envestisman-klas Adm, envestisè VFSUX (4)
- Virtus Shrt / Intermisyon Bond Yon HIMZX (4)
- William Blair Revni N WBRRX (4)
- Wells Fargo Advantage Kout tèm Bond mwen SSHIX (4)
Ultrashort Bond
- PIMCO Kout tèm PSFAX (4)
- Fon DWS Ultra-Short Duration - Gwoup A, S SDUSX (4)
- Manadjè Kout Duration Government MGSDX (4)
- Wells Fargo Advantage Ultra Revni Kout tèm STADX (4)
Aprann plis : Ki jan bon kout tèm konpare ak lajan mache lajan?
Mondyal Bond
- Templeton Global Bond Fund - Gwoup A, R TPINX (4)
- AllianceBernstein Global Bond Fund - Gwoup A, R ANAGX (4)
- Ameriken Fon Capital Mondyal Bond R5 RCWFX (4)
- DWS Global Fon Revni Global XLBFX (4)
- Manadjè Global Bond MGGBX (4)
- PIMCO Etranje Bond (USD-hedged) R, Yon PFRRX (4)
- PIMCO Global Bond (USD-hedged) Yon PAIIX (4)
- Pridansyèl Retounen Total Total Z PZTRX (4)
- Putnam Global Revni R PGBRX (4)