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Three Diversified Bond Mutual Funds Highlighted for Three-Year Returns

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Diversified bond mutual funds spread capital across government securities, corporate debt, and mortgage-backed instruments to balance income generation with risk control. Fund managers adjust these holdings based on interest rate shifts, economic trends, and credit conditions to navigate market risks, as bond prices generally drop when interest rates rise.

Three prominent funds showcase different fixed-income strategies and historical returns over the past three years. The Allspring Diversified Income Builder Fund (EKSAX), co-managed by David Kowalske since 2024, returned 13.3% by investing in U.S. and international income-producing assets, including equities. The Goldman Sachs Dynamic Bond (GSOPX) returned 8.2% through a mix of investment-grade and high-yield bonds, holding 63.5% of its assets in total miscellaneous bonds as of June 2026.

Meanwhile, the iShares U.S. Intermediate Credit Bond Index Fund (BICBX) generated a 5.5% return over the three-year period. BICBX tracks an index of taxable corporate and government-related intermediate bonds and features an expense ratio of 0.12%. Investors evaluating fixed-income options continue to assess expenses, duration, credit quality, and rate environments when building balanced portfolios.

Key points

  • Allspring Diversified Income Builder Fund (EKSAX) returned 13.3% over the past three years investing in global income securities and equities.
  • Goldman Sachs Dynamic Bond (GSOPX) achieved an 8.2% three-year return, allocating 63.5% of assets to total miscellaneous bonds as of June 2026.
  • iShares U.S. Intermediate Credit Bond Index Fund (BICBX) posted a 5.5% three-year return with a 0.12% expense ratio.
  • Diversified bond funds allocate across issuers and credit qualities to manage risks related to rising interest rates and defaults.

Written by our AI from expert market sources across the web. It can contain mistakes: check the facts before acting on them. Write-ups powered by the free AI API at FreeTheAI.org

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Questions and answers

What is the three-year return for Allspring Diversified Income Builder Fund EKSAX?

The Allspring Diversified Income Builder Fund (EKSAX) returned 13.3% over the past three years.

What is the expense ratio for iShares U.S. Intermediate Credit Bond Index Fund BICBX?

The iShares U.S. Intermediate Credit Bond Index Fund (BICBX) has an expense ratio of 0.12%.

How did Goldman Sachs Dynamic Bond GSOPX perform over three years?

Goldman Sachs Dynamic Bond (GSOPX) returned 8.2% over the past three years. As of June 2026, 63.5% of its assets were in total miscellaneous bonds.