P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year Quarterly

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

  • PTTRX (low minimum PTTDX or ETF BOND)
  • TGLMX (low minimum TGMNX)
  • WATFX (low minimum WAPIX)
  • MWTRX (minimum $5000)
  • LSBDX (low minimum LSBRX)
  • DODIX (minimum $2500)
  • FPNIX (minimum $1500)
  • PBDDX (minimum $1000) -- changed to PBDAX on 6/1/2018
  • PONDX (minimum $1000) -- changed to PONAX on 6/1/2018
  • FTBFX (minimum $2500)
  • PDBZX (minimum $2500)

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





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