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    0.08 / 0.1%
(As of Tuesday June 25, 2019)


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    Core Bond Funds

  • management type


  • total assets


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Fund Scorecard

Below Average
manager tenure
Above Average

Advisors Using This Fund


ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary


People's United Financial, Inc.

Hm Payson & Co
Beaumont Financial Partners, Llc

Credit Suisse Ag/

Bank Of Stockton

Capital Analysts, Inc.
Archford Capital Strategies, Llc
Hightower Advisors, Llc
Chevy Chase Trust Holdings, Inc.
Eqis Capital Management, Inc.
Atwood & Palmer Inc
Raymond James & Associates

Parkside Financial Bank & Trust

Rehmann Capital Advisory Group
Shamrock Asset Management Llc
D. Scott Neal, Inc.
Nelson, Van Denburg & Campbell Wealth Management Group, Llc
Patten Group, Inc.
Boltwood Capital Management
Ken Stern & Associates, Inc.

Smithfield Trust Co

Suntrust Banks Inc

Fifth Third Bancorp

Sawtooth Asset Management, Inc.
Wunderlich Securities, Inc.
National Planning Corp

Tiaa Cref Trust Co Fsb/mo

Lpl Financial Llc

Harel Insurance Investments & Financial Services Ltd.

Raymond James Financial Services Advisors, Inc.
Legacy Capital Partners, Inc.

Ameriprise Financial Inc

Monroe Bank & Trust/mi

Citigroup Inc

Orrstown Financial Services Inc

Stratos Wealth Partners, Ltd.
Partnervest Advisory Services Llc
Frontier Wealth Management Llc
James Investment Research Inc
Commonwealth Equity Services, Inc
Ftb Advisors, Inc.

Cetera Investment Advisers

Us Financial Advisors, Llc

M&t Bank Corp

Cls Investments, Llc
Integrated Wealth Management
Investors Capital Advisory Services
Piershale Financial Group, Inc.
Transamerica Financial Advisors, Inc.

Ausdal Financial Partners, Inc.

Venturi Wealth Management, Llc

Clifford Swan Investment Counsel Llc
Millennium Management Llc

American International Group Inc

Next Financial Group, Inc

Bank Hapoalim Bm

Raymond James Trust N.a.
Financial Partners Capital Management Llc
Starfire Investment Advisers, Inc.

Bryn Mawr Trust Co

Gierl Augustine Investment Management Inc
Northern Trust Corp
Salem Investment Counselors Inc
Budros, Ruhlin & Roe, Inc.
Jnba Financial Advisors
Roundview Capital Llc

Reliance Trust Co

Winslow, Evans & Crocker, Inc.
Sva Plumb Wealth Management, Llc
Harfst & Associates, Inc.

Ladenburg Thalmann Financial Services Inc

Comerica Bank

Fiduciary Wealth Partners, Llc

Morgan Stanley
Plante Moran Financial Advisors, Llc
Davenport & Co Llc
Oppenheimer & Co Inc

Community Bank, N.a.

Foothills Asset Management, Ltd.
Brookstone Capital Management
Godshalk Welsh Capital Management, Inc.

Compagnie Lombard, Odier Sca

Endurance Wealth Management, Inc.
Violich Capital Management, Inc.
Newsquare Capital Llc
Wells Fargo & Company/mn
Farr Miller & Washington Llc/dc
Cetera Advisors Llc
Taylor, Cottrill Llc
Diversified Portfolios, Inc.

Royal Bank Of Canada

Goldman Sachs Group Inc
Marquette Asset Management Inc.
Loudon Investment Management, Llc
Ameritas Investment Partners, Inc.
Northstar Investment Advisors Llc
Northstar Group, Inc.

First Interstate Bank

Meridian Investment Counsel Inc.
Burt Wealth Advisors
Reilly Financial Advisors, Llc
Pinnacle Summer Investments, Inc.
King Luther Capital Management Corp
Alesco Advisors Llc

Compass Financial Group, Inc.

Ledyard National Bank

Ngam Advisors, L.p.

Diana Davis Spencer Foundation

Cavalier Investments
S. R. Schill & Associates
Headinvest, Llc
Simmons First Trust Co Na

Pinnacle Financial Partners Inc

Private Advisor Group, Llc

Ubs Group Ag

Delta Asset Management Llc/tn

Blb&b Advisors, Llc

Stifel Financial Corp

Trust Co Of Virginia /va

Feltz Wealth Plan Inc.
Capital Investment Advisors, Llc
Carroll Financial Associates, Inc.

Bank Of America Corp /de/

Oarsman Capital, Inc.
Jackson Wealth Management, Llc

Dubuque Bank & Trust Co

Hanson & Doremus Investment Management

Northwestern Mutual Wealth Management Co

National Asset Management, Inc.
Us Bancorp \de\
Blackrock Inc.
Janney Montgomery Scott Llc

American National Bank

Welch & Forbes Llc

Asset Dedication, Llc

Patton Albertson & Miller, Llc

Manufacturers Life Insurance Company, The

Wbi Investments, Inc.
Ami Investment Management Inc
Inverness Investment Group, Llc
Arcadia Investment Management Corp/mi
Wrapmanager Inc
Westport Resources Management Inc
Windsor Financial Group Llc
Asset Management Group, Inc.
Truepoint, Inc.

Franklin Resources Inc

Metlife Securities, Inc
Wealthfront Inc

Klingman & Associates, Llc

Gemmer Asset Management Llc

Regions Financial Corp

Joel Isaacson & Co., Llc

Ifp Advisors, Inc

Coconut Grove Bank

Ancora Advisors, Llc
Formulafolio Investments, Llc

Bbva Compass Bancshares, Inc

Old National Bancorp /in/

Benjamin F. Edwards & Company, Inc.
Boys Arnold & Co Inc
Shelton Capital Management

Hl Financial Services Llc

Davidson D A & Co

Mufg Americas Holdings Corp

Beacon Capital Management, Inc.

Jones Financial Companies Lllp

Argent Trust Co

Ifc Holdings Incorporated/fl
Leavell Investment Management, Inc.

Iab Financial Bank

Gradient Investments Llc
Evanson Asset Management, Llc
Sii Investments Inc/wi
Visionary Asset Management, Inc.
Bank Of Hawaii
Mosaic Financial Partners, Inc.
Krasney Financial Llc

Bank Of New York Mellon Corp

Howe & Rusling Inc
Jpmorgan Chase & Co
Chicago Partners Investment Group Llc
Baird Financial Group, Inc.
First Personal Financial Services

Concorde Asset Management, Llc

First National Bank & Trust Co Of Newtown

Tci Wealth Advisors, Inc.

First American Trust, Fsb

Stadion Money Management, Llc
Bb&t Securities, Llc

Huntington National Bank

Amerivest Investment Management Llc
Milliman Financial Risk Management Llc
United Capital Financial Advisers, Llc
Spectrum Asset Management, Inc. (Nb/ca)

Bluefin Trading, Llc

Nbt Bank N A /ny

Salient Capital Advisors, Llc
Cetera Advisor Networks Llc

Farmers & Merchants Investments Inc

Atlantic Trust Group, Llc

Investment Centers Of America Inc
Phillips Financial Management, Llc
Buckingham Asset Management, Llc

Commerce Bank

Valley National Advisers Inc
Holt Capital Advisors, L.l.c. Dba Holt Capital Partners, L.p.
Wfg Advisors, Lp
Willow Creek Wealth Management Inc.

Trust Co

Peapack Gladstone Financial Corp

Cranbrook Wealth Management, Llc

Hsbc Holdings Plc

Atria Investments Llc
Arete Wealth Advisors, Llc
Invesco Ltd.
Dynamic Advisors Solutions Llc

Pnc Financial Services Group, Inc.

Duncker Streett & Co Inc

Moisand Fitzgerald Tamayo, Llc

Chesley Taft & Associates Llc/il

Coastline Trust Co

Ashfield Capital Partners, Llc
Lakeview Capital Partners, Llc
Gupta Wealth Management Llc
Creative Planning
Parsons Capital Management Inc/ri
Everett Harris & Co /ca/
Forte Capital Llc /adv
Coyle Financial Counsel, Inc.
Sigma Planning Corp

Associated Banc-Corp

Parametric Portfolio Associates Llc

Peddock Capital Advisors, Llc

Perkins Coie Trust Co

Country Club Trust Company, N.a.

Central Trust & Investment Co

Evercore Wealth Management, Llc

Quantitative Advantage Llc
Cambridge Investment Research Advisors, Inc.
Signalpoint Asset Management, Llc
Advisory Services Network, Llc
Envestnet Asset Management Inc
First Allied Advisory Services, Inc.
Bartlett & Co. Llc
    Filing period ending Dec. 31, 2015


    Net Assets

    Total Net Assets


    (Through May 2019)
    There is no Assets data available to display at this time.


    Net Flows

    1 Year Net Flows


    (Through Dec 2016)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.


    Fee Comparison

    expense ratio


    There is no Fee data available to display at this time.




    Below Average
    There is no Turnover data available to display at this time.


    Growth of 10k

    1 Year Return


    There is no Performance data available to display at this time.
    Peer Group consists of 523 Core Bond Funds funds distributed through Institutional channels.


    Standard Deviation ¹ 1.11
    Sharpe Ratio ² 0.37
    R-Squared ³ 0.03
    Beta ³ -0.06
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    [rank] out of [[total]]
    Core Bond Funds




    There is no Rank in Category data available to display at this time


    Current Fund Managers

    • Joshua C. Barrickman

      01-01-2008 - present