Best Mutual Funds: Top Performing Intermediate-Term Bond Funds

Investing, Investments

NerdWallet examined all 7,000+ mutual funds that were in existence for the full decade ending December 31, 2012.  Below are the top performing intermediate-term bond funds of that ten year time period.  Past performance is not necessarily indicative of future results.

Fund Name Symbol Annual Return Annual Volatility Assets Under Management Expense Ratio
PACE Strategic Fixed Income PBNAX 5.21% 5%  930,294,640 1.04%
FundX Flexible Income INCMX 5.15% 5%  136,180,223 0.94%
Delaware Diversified Income DPDFX 5.05% 6%  9,561,253,827 0.90%
TCW Core Fixed-Income TGFNX 5.04% 4%  1,056,265,379 0.78%
PNC Bond PAAAX 4.98% 6%  187,154,604 0.81%
Loomis Sayles Core Plus Bond NEFRX 4.90% 5%  1,566,998,821 0.82%
TCW Total Return Bond TGMNX 4.82% 4%  8,404,437,811 0.73%
Russell Strategic Bond RFCEX 4.76% 5%  8,065,276,532 0.97%
Metropolitan West Total Return Bond MWTRX 4.71% 4%  23,625,611,939 0.63%
Delaware Corporate Bond DGCAX 4.65% 7%  1,602,523,207 0.94%
Baird Core Plus Bond BCOSX 4.65% 4%  2,459,249,471 0.55%
Managers Bond MGFIX 4.60% 8%  2,373,061,006 0.99%
Virtus Bond SAVAX 4.59% 3%  108,038,934 0.85%
Fidelity Total Bond FTBFX 4.58% 5%  13,966,798,986 0.45%
Loomis Sayles Interm Duration Bond LSDIX 4.58% 4%  78,344,876 0.40%
Wells Fargo Advantage Income Plus STYAX 4.55% 3%  604,864,528 0.88%
Federated Bond ISHIX 4.54% 6%  1,677,213,352 1.02%
Nuveen Strategic Income FCDDX 4.54% 10%  639,825,992 0.85%
Western Asset Core Plus Bond WACIX 4.52% 6%  10,196,600,842 0.70%

Ready to invest?  Set up an account with one of these popular companies that allow you to purchase mutual funds across many top fund families:

  • TD Ameritrade – Offers hundreds of no-transaction fee funds from leading fund families and provides a complete mutual fund analysis toolbox including mutual fund screeners and Morningstar Instant X-Ray.
  • E*trade – Offers more than 1,300 no-load, no-transaction fee mutual funds.  An account also gains you access to E*trade’s award winning investment analysis platform and research.
  • Scottrade – Access to 14,500+ mutual funds, one of the largest selections available to investors anywhere.