MORTGAGE BOND
BEST OVERALL MORTGAGE BOND FUND
Vanguard GNMA Inv (VFIIX)
A FAVORITE BECAUSE: With bond yields in general at historic lows, this fund's 0.23% exp ratio gives it an advantage even better managers at other funds won't be able to beat.
WE DON'T LIKE: All government backed mortgage debt means safer than most in category but could underperform cheap funds with higher-yield, lower-grade mortgage debt if economy remains afloat.
| Named Favorite: | 07/10 |
| Return While Favorite: | 13.54% |
| VS. S&P While Favorite: | -83.73% |
| MAXrating: | 68 |
| Outlook: | 4% |
| Expense Ratio: | 0.21% |
MORTGAGE BOND SPECIAL CRITERIA WINNERS
BEST OPEN-END MORTGAGE BOND FUND
Vanguard GNMA Inv (VFIIX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 13.54% |
| VS. S&P While Favorite: | -83.73% |
| MAXrating: | 68 |
| Outlook: | 4% |
| Expense Ratio: | 0.21% |
BEST MORTGAGE BOND ETF
SPDR Barclays Capital Mort. Back (MBG)
| Named Favorite: | 07/10 |
| Return While Favorite: | 8.81% |
| VS. S&P While Favorite: | -88.46% |
| MAXrating: | NA |
| Outlook: | NA |
| Expense Ratio: | NA |
BEST LOW MINIMUM MORTGAGE BOND FUND
DoubleLine Total Return Bond (DLTNX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 32.24% |
| VS. S&P While Favorite: | -65.03% |
| MAXrating: | 56 |
| Outlook: | 1% |
| Expense Ratio: | 0.72% |
BEST NTF MORTGAGE BOND FUND
Payden GNMA R (PYGNX)
| Named Favorite: | 07/10 |
| Return While Favorite: | 13.34% |
| VS. S&P While Favorite: | -83.93% |
| MAXrating: | 72 |
| Outlook: | 4% |
| Expense Ratio: | 0.50% |
MORTGAGE BOND PREVIOUS FAVORITES
| Fund Name/Ticker: | Added | Removed | Return | Vs. S&P |
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MORTGAGE BOND TRANSACTIONS
