Best Mutual Funds: Top Performing Multi-Sector 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 multi-sector 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
Loomis Sayles Fixed Income LSFIX 7.69% 11%  1,164,270,646 0.57%
Loomis Sayles Strategic Income NECZX 7.22% 11%  14,557,651,794 1.71%
Loomis Sayles Bond Retail LSBRX 6.92% 11%  22,055,929,962 0.92%
AllianceBern High Income AGDAX 6.62% 14%  5,254,970,244 0.90%
Columbia Strategic Income LSIZX 6.47% 6%  2,813,108,964 0.77%
Franklin Strategic Income FKSRX 6.32% 7%  7,161,262,223 1.14%
DWS Unconstrained Income KSTAX 5.84% 6%  626,946,659 1.01%
Pioneer Strategic Income PSRAX 5.75% 7%  6,841,319,693 1.06%
Osterweis Strategic Income OSTIX 5.74% 5%  2,702,407,367 0.92%
Federated Strategic Income STIAX 5.57% 8%  1,598,374,079 1.26%
Fidelity Advisor Strategic Income FSTAX 5.34% 7%  12,209,825,258 0.99%
Fidelity Strategic Income FSICX 5.33% 7%  10,410,769,782 0.70%
Diamond Hill Strategic Income DSIAX 5.27% 9%  180,893,074 1.02%
MainStay Flexible Bond Opportunities MSICX 5.22% 7%  403,964,084 2.27%
Oppenheimer Global Strategic Inc OSINX 5.06% 8%  9,249,568,478 1.33%
Lord Abbett Bond-Debenture LBNPX 5.04% 9%  8,427,935,200 1.03%
SunAmerica Strategic Bond SDIAX 4.50% 8%  642,921,115 1.31%
Morgan Stanley Fixed Income Opps DINAX 4.41% 7%  89,625,193 1.12%
Putnam Diversified Income PDVCX 4.15% 13%  3,313,134,310 1.74%
T. Rowe Price Spectrum Income RPSIX 4.03% 6%  6,612,398,666 0.00%
JHancock Income JSTCX 4.01% 7%  3,319,968,236 1.63%

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