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This Short-Term Bond Fund Is on Our Radar

Thompson Bond's strong performance, experienced team, patient process, and strong results make it one to watch.


Kenneth Oshodi: Thompson Bond has a stable and experienced team, straightforward and consistent process, and category-topping returns since inception. And though it hasn't garnered as much attention as some of the better-known names in its short-term bond category, it's come onto our radar here at Morningstar.

Managers John W. Thompson, James Evans, and Jason Stephens use fundamental analysis across a portfolio of corporate, government, and agency debt to maximize yield. And although the team's goal here is to adjust the portfolio to take advantage of a variety of market opportunities, this fund consistently holds much more corporate and BBB-rated exposure than its median peer and its Bloomberg Barclays US Govt/Credit 1-5 YR Index benchmark.

Kenneth Oshodi does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.