3 Diversified Bond Funds to Strengthen Portfolio Stability
Moreover, mutual funds having significant exposure to diversified bonds are excellent choices for investors seeking steady returns with a relatively low level of risk. Investing in funds that maintain a portfolio of bonds issued across a wide range of market sectors also reduces sector-specific risk.
Below, we share with you three top-ranked diversified bond mutual funds, namely DWS Short Duration DBPIX, BBH Limited Duration BBBMX and Osterweis Strategic Income OSTIX. Each has a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds.
DWS Short Duration invests in fixed income securities rated within the top four credit rating categories by a nationally recognized statistical rating organization. It may invest in securities of diverse maturities. The fund has returned 4.5% over the past three years.
Bryan Dziuban has been one of the fund managers of DBPIX since 2024.
BBH Limited Duration aims for maximum total return. BBBMX invests in a well-diversified portfolio of durable, performing fixed-income instruments, primarily focused on asset-backed securities, notes and bonds. The fund has returned 5.7% over the past three years.
As of January 2025, BBBMX had 55.3% of its assets invested in Total Misc Bonds.
Osterweis Strategic Income invests primarily in income-bearing securities. OSTIX seeks to control risk through rigorous credit analysis, economic analysis, interest rate forecasts and sector trend review, and is not constrained by any particular duration or credit quality targets. The fund has returned 6.9% over the past three years.
OSTIX has an expense ratio of 0.81%.
To view the Zacks Rank and the past performance of all diversified bond mutual funds, investors can click here to see the complete list of diversified bond mutual funds.
Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>
View All Zacks #1 Ranked Mutual Funds
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Get Your Free (DBPIX): Fund Analysis Report
Get Your Free (OSTIX): Fund Analysis Report
Get Your Free (BBBMX): Fund Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Zeekr: Q2 Earnings Snapshot
NINGBO, China (AP) — NINGBO, China (AP) — Zeekr Intelligent Technology Holding Ltd. (ZK) on Thursday reported a loss of $55 million in its second quarter. The Ningbo, China-based company said it had a loss of 21 cents per share. Losses, adjusted for stock option expense, came to 20 cents per share. The electric vehicle maker posted revenue of $3.83 billion in the period. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on ZK at Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
San Francisco Chronicle
11 hours ago
- San Francisco Chronicle
Stantec: Q2 Earnings Snapshot
EDMONTON, Alberta (AP) — EDMONTON, Alberta (AP) — Stantec Inc. (STN) on Wednesday reported second-quarter earnings of $97.9 million. The Edmonton, Alberta-based company said it had profit of 86 cents per share. Earnings, adjusted for non-recurring costs, came to 98 cents per share. The results matched Wall Street expectations. The average estimate of five analysts surveyed by Zacks Investment Research was also for earnings of 98 cents per share. The engineering firm posted revenue of $1.42 billion in the period. Its adjusted revenue was $1.15 billion, which fell short of Street forecasts. Five analysts surveyed by Zacks expected $1.18 billion. _____
Yahoo
13 hours ago
- Yahoo
DLocal: Q2 Earnings Snapshot
MONTEVIDEO, Uruguay (AP) — MONTEVIDEO, Uruguay (AP) — DLocal Ltd. (DLO) on Wednesday reported second-quarter earnings of $42.8 million. On a per-share basis, the company said it had profit of 14 cents. The results beat Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 13 cents per share. The online payment company posted revenue of $256.5 million in the period. _____ This story was generated by Automated Insights ( using data from Zacks Investment Research. Access a Zacks stock report on DLO at
