P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Quarterly
0.10%April 19 | MyPlanIQ portfolio symbol P_5522

This portfolio's candidate bond funds are the funds managed by Morningstar's fixed income managers of the year. Investors can also look at a monthly update version P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Monthly for performance reference.

The following are the list of funds and their low minimum no load fund alternatives

For brokerage specific portfolios, please see Fixed Income Bond Fund Portfolios

Historical Return Chart

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From 07/30/2000 to 04/19/2024, the worst annualized return of 3-year rolling returns is -1.64%.

From 07/30/2000 to 04/19/2024, the worst annualized return of 5-year rolling returns is 0.63%.

From 07/30/2000 to 04/19/2024, the worst annualized return of 10-year rolling returns is 2.64%.