Top five and bottom five bond funds and hybrid funds in 2000

 

Long Government        

Intermediate Government

Short Government        

Long-Term Bond  

Interm-Term Bond              

Short-Term Bond         

Ultrashort Bond

High Yield Bond         

Multisector Bond        

International Bond      

Muni National Long      

Muni National Intermediate   

Muni Single State Long

Muni Single State Intermediate

Muni Short

Muni New York Long

Muni California Long    

Emerging Markets Bond   

Muni New York Intermediate

Muni California Intermediate

Domestic Hybrid         

Convertibles

 

 

Long Government         

 

American Century Target Mat 2025 Inv            33.40%

American Century Target Mat 2020 Inv            30.90%

American Century Target Mat 2015 Inv           26.41%

Wasatch-Hoisington U.S. Treasury                22.07%

American Century Target Mat 2010 Inv           21.88%

 

Pauze U.S. Govt Total Ret Bond NoLoad           6.74%

Dreyfus Premier GNMA A                          9.52%

STI Classic U.S. Government Secs Inv            9.92%

PaineWebber Pace Govt Secs Fix-Inc P            10.48%

Smith Barney Government Securities B           10.67%

 

Intermediate Government 

 

Maxus Income Inv                               14.81%

Nationwide Long-Term U.S. Govt Bond D          14.29%

Vanguard Admiral Interm-Term Treasury           13.69%

Vanguard Interm-Term U.S. Treas                 13.54%

DFA Intermediate Govt Fixed-Income              13.13%

 

Rydex Juno                                    -13.74%

Country Short-Term Government Bond               7.08%

STI Classic Limited-Term Federal Inv             7.61%

Flex-funds U.S. Government Bond              7.88%

MSDW North American Government Inc               7.89%

 

Short Government        

 

Merrill Lynch U.S. Govt Mortgage D             10.34%

Alliance Mortgage Securities Income A            10.25%

Scudder GNMA AARP                              10.04%

One Group Treasury & Agency Bond I              10.02%

RSI Retirement Trust Interm-Term Bond            9.68%

 

Merrill Lynch Short Term U.S. Govt B             4.57%

GW & K Government Securities                     4.78%

Cornerstone U.S. Govt Strategic Inc              5.14%

American Century Target Mat 2000 Inv            5.22%

AAL U.S. Govt Zero Coupon Series 2001            5.58%

 

Long-Term Bond          

 

Lebenthal Taxable Municipal Bond               16.50%

Vanguard Long-Term Bond Index                   16.50%

Consulting Group Long-Term Bond                 15.84%

ISI North American Government Bond              14.07%

GMO Inflation Indexed Bond III                  13.13%

 

Ivy Bond A                                       1.60%

Croft-Leominster Income                     1.95%

Loomis Sayles Fixed Income                     2.86%

Loomis Sayles Bond Instl                        3.22%

Vanguard Preferred Stock                         4.75%

 

Interm-Term Bond        

 

GMO Domestic Bond III                         14.05%

Frontegra Total Return Bond                     13.16%

TCW Galileo Total Ret Mortgage Back I       12.97%

Western Asset Core                              12.65%

Harris Insight Bond Instl                       12.35%

 

Fidelity Advisor High Income Instl            -6.06%

Standish World High Yield                        2.06%

WM Conservative Balanced B                      2.14%

GMO Global Bond III                             2.29%

Wells Fargo Income Plus A                        2.35%

 

Short-Term Bond         

 

PIMCO Real Return Bond A                       12.70%

Advantus Mortgage Securities Income A           12.27%

PIMCO GNMA Instl                              11.27%

Accessor Mortgage Securities Adv                10.74%

BlackRock Interm Bond Instl                     10.66%

 

Heartland Taxable Short Duration Muni           -5.33%

MSDW Strategic Adviser Conservative A           2.37%

Frank Russell Short Term Bond E                   3.75%

Armada Limited Maturity Bond I                   3.78%

Morley Enhanced Income Instl Svc                 4.73%

 

Ultrashort Bond         

 

Monterey PIA Short Term Govt Secs                7.99%

One Group Ultra Short-Term Bond I                7.38%

Oppenheimer Senior Floating Rate A              7.26%

Trust for Credit Unions Govt Secs               7.07%

Evergreen Select Adj Rate Instl                  7.02%

 

 

Van Kampen Senior Floating Rate                 -0.89%

Van Kampen Prime Rate Income                    -0.17%

EV Classic Senior Floating-Rate                  3.83%

CypressTree Senior Floating Rate               3.89%

Eaton Vance Prime Rate Reserves                 3.98%

 

High Yield Bond         

 

Pioneer High Yield A                           12.55%

MFS High-Quality Bond A                          10.49%

AFBA Five Star High Yield                        6.82%

Strong Short-Term High Yield Bond Inv             4.85%

CMC High Yield                                   4.44%

 

PaineWebber High-Income A                      -30.81%

MSDW High-Yield Securities D                   -28.24%

Pilgrim High Total Return A                    -26.12%

Dreyfus Premier High-Yield Secs A              -23.98%

AIM High-Yield A                               -23.84%

 

Multisector Bond        

 

MDL Broad Market Fixed Income                  11.51%

Delaware Pooled Diversified Core F/I           11.27%

Firstar Strategic Income Ret B                 11.23%

Frank Russell Diversified Bond C                 8.74%

Frank Russell Multistrategy Bond S               8.34%

 

MSDW Diversified Income B                       -9.08%

Kemper Strategic Income A                       -5.81%

PaineWebber Strategic Income B                  -5.72%

AIM Strategic Income A                          -4.76%

State Street Research Strat Income A             -4.07%

 

International Bond      

 

Alliance North American Govt Income A           18.09%

GMO Currency Hedged Intl Bond III              11.72%

FFTW Worldwide-Hedged                           9.98%

Payden & Rygel Global Fixed-Income R             9.52%

Standish Global Fixed-Income                     9.07%

 

Franklin Templeton Hard Currency A              -8.34%

MainStay International Bond B                  -7.98%

Federated International Bond A                  -7.44%

Franklin Templeton Global Currency A            -7.42%

Lazard International Fixed-Inc Instl         -7.07%

 

Muni National Long      

 

SAFECO Insured Municipal Bond                  16.57%

Excelsior Long-Term Tax-Exempt                  16.16%

Smith Barney Managed Municipals A               14.85%

Eaton Vance Municipal Bond I                    14.63%

Schwab Long-Term Tax-Free Bond                 14.45%

 

Cornerstone High-Yield Muni                    -27.14%

Strong High-Yield Municipal Bond Inv           -1.24%

Prudential Municipal Bond High-Inc B            3.27%

Van Kampen Tax-Free High-Income A                3.30%

AIM High Income Municipal Bond A                3.35%

 

Muni National Intermediate    

 

Old Westbury Municipal Bond                    11.81%

Seligman Municipal National A                   11.50%

Mason Street Municipal Bond A                   11.39%

Franklin Insured Tax-Free Income A              11.25%

Fidelity Spartan Municipal Income               11.23%

 

Heartland High-Yield Municipal Bond             -63.62%

Strong Municipal Bond Inv                      2.99%

Putnam Tax-Free High Yield B                      4.03%

Van Kampen High-Yield Municipal A                4.51%

Van Kampen Interm-Term Muni A                     5.99%

 

Muni Single State Long  

 

Delaware Tax-Free NJ A                         15.28%

Seligman Municipal MO A                         14.19%

Eaton Vance FL Insured Municipals B              13.53%

Lord Abbett GA Tax-Free Income A                13.47%

Eaton Vance RI Municipals B                     13.22%

 

Merrill Lynch NM Municipal Bond A                6.44%

Evergreen FL High-Income Muni Bond A            6.47%

Oppenheimer PA Municipal A                      6.72%

Heartland WI Tax-Free                          7.57%

Ocean State Tax-Exempt                           7.61%

 

Muni Single State Intermediate

 

Seligman Municipal MA A                         14.20%

Seligman Municipal SC A                         13.81%

Seligman Municipal FL A                         13.77%

Seligman Municipal GA A                         12.80%

Seligman Municipal OH A                        12.71%

 

Jamestown Tax-Exempt VA                          5.28%

Kansas Insured Intermediate                    5.53%

AmSouth Ltd-Term TN Tax-Exempt A                 5.67%

Thornburg NM Intermediate Municipal A            6.19%

Eaton Vance OH Ltd Maturity Munis B              6.19%

 

Muni Short              

 

BB&T SC Intermediate Tax-Free Tr                 8.90%

Bernstein CA Municipal                          8.09%

Bernstein NY Municipal                            7.75%

Evergreen High Income Municipal Bd B             7.48%

Limited Term NY Municipal A                    7.35%

 

Heartland Short Duration Hi-Yld Muni           -43.16%

Strong Municipal Advantage Inv                  3.73%

Merrill Lynch CA Ltd Maturity Muni A             4.08%

Strong Short-Term Hi-Yld Muni Bd Inv             4.14%

Federated Limited Term Municipal A               4.18%

 

Muni New York Long      

 

Seligman Municipal NY A                         14.17%

USAA NY Bond                                    13.99%

Eaton Vance NY Municipals B                      13.95%

Sentinel NY Tax-Free Income A                    13.53%

Liberty NY Tax-Exempt A                         13.37%

 

Cornerstone New York Muni                       -0.19%

PIMCO NY Municipal Instl                         9.68%

Federated NY Municipal Income A                  9.89%

Franklin NY Insured Tax-Free Inc A             10.01%

State Street Research NY Tax-Free S             10.29%

 

Muni California Long    

 

SAFECO CA Tax-Free Income                       18.28%

Dreyfus CA Tax-Exempt Bond                       14.79%

Smith Barney CA Municipals A                    14.62%

Liberty CA Tax-Exempt A                        14.56%

Schwab CA Long-Term Tax-Free Bond             14.51%

 

Cornerstone California Muni                       4.70%

Nuveen CA Municipal Bond R                      9.09%

John Hancock CA Tax-Free Income A               10.57%

Eaton Vance CA Ltd Maturity Munis B             10.65%

Franklin CA High Yield Municipal A              10.78%

 

Emerging Markets Bond   

 

GMO Emerging Country Debt III                   23.07%

Deutsche Emerging Markets Debt Instl          17.37%

J.P. Morgan Emerging Markets Debt                16.44%

T. Rowe Price Emerging Markets Bond            13.70%

Alliance Global Dollar Government A              12.54%

 

Summit Emerging Markets Bond                    -8.55%

Van Kampen Worldwide High-Inc A                 -4.97%

Phoenix-Goodwin Emerging Markets Bd A            -0.47%

Merrill Lynch Emerging Markets Debt B            4.69%

Offitbank Emerging Markets Sel                   6.02%

 

Muni New York Intermediate   

 

Empire Builder Tax-Free Bond Bldr               12.77%

Nuveen NY Insured Municipal Bond R              10.69%

AXP NY Tax-Exempt A                              10.59%

Franklin NY Tax-Free Income A                    10.16%

HSBC Investor NY Tax-Free Bond A                10.03%

 

BNY Hamilton Intermediate NY T/E Inv             7.61%

Thornburg NY Intermediate Municipal              8.00%

Warburg Pincus NY Interm Muni Comm                8.46%

J.P. Morgan Instl NY Tax Exempt Bond             8.93%

SEI Tax-Exempt NY Municipal Bond                 9.06%

 

Muni California Intermediate  

 

Seligman Municipal CA Quality A                 15.32%

Seligman Municipal CA High-Yield A              14.83%

Parnassus Income CA Tax-Exempt                  11.02%

Tax-Exempt Fund of CA                           10.78%

Chase Vista CA Intermediate Tax-Free            10.59%

 

Loomis Sayles CA Tax-Free Income                 6.37%

California Investment CA Ins Interm              8.08%

HighMark CA Interm Tax-Fr Bond Fid               8.29%

Fremont CA Intermediate Tax-Free                 8.33%

Smith Barney Interm Maturity CA A                8.63%

 

Domestic Hybrid         

 

Bruce                                           39.95%

Smith Barney Security & Growth                  36.08%

O'Higgins                                       32.01%

Prudent Bear                                    27.37%

Caldwell & Orkin Market Opportunity              24.10%

 

American Growth D                               -37.02%

AXA Rosenberg Double Alpha Mkt Instl            -27.38%

Markman Moderate Allocation                     -24.44%

Provident Inv Couns Balanced A                 -20.07%

Markman Conservative Allocation                 -15.61%

 

Convertibles            

 

Victory Convertible Securities                  12.80%

Franklin Convertible Securities A               12.79%

Nations Convertible Securities Inv A            12.57%

Fidelity Convertible Securities                  6.27%

Smith Barney Convertible B                       5.57%

 

Gabelli Global Convertible Securities          -14.87%

Ariston Convertible Securities                 -13.20%

Monterey Murphy New World Tech Conv            -12.87%

Pilgrim Convertible A                          -9.54%

Putnam Convertible Income-Growth A              -9.15%

 

*Data as of Dec. 15

 

Source: Morningstar