Total Return Bond ETFs And Portfolios
We have monitored the actively managed bond ETFs space closely. For our total return bond mutual fund based portfolios, we pay attention to the ETFs that track the total return bond mutual funds used in our total return bond portfolios (see those listed on Brokerage Investors (What We Do -> Brokerage Investors), or see January 23, 2017: Fixed Income Portfolio Review). Previously, there were only two such ETFs (PIMCO and DoubleLine). However, after this year’s Morningstar’s fixed income manager award, Fidelity total bond (FBND) became a new addition (see February 27, 2017: Fidelity Total Bond Fund Review for more details).
About a year ago, we reviewed the two ETFs in March 28, 2016: Total Return Bond ETFs Review.
Fidelity Total Bond ETF FBND vs. Total Bond Mutual Fund FTBFX
First, let’s look at the performance of the Fidelity ETF:
Please login or register an account to view the newsletter