BXDAX : Barings Active Short Duration Bond Fund Class A

BXDAX is a Bond Market High Yield Bond with MODERATE fees.

BXDAX

Barings Active Short Duration Bond Fund Class A

FI Score

51 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

6 /10

Category Score

0 /10

Market Size

6 /10

51% FI Score
  • bxdax
  • Mutual Fund
  • Bond
  • High Yield Bond

Barings Active Short Duration Bond Fund Class A

Expenses: 0.65% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks to achieve a high total rate of return primarily from current income while minimizing fluctuations in capital values by investing primarily in a diversified portfolio of short-term investment grade fixed income securities. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in investment grade fixed income securities (rated Baa3 or higher by Moody's or BBB- or higher by S&P or Fitch or, if unrated, determined to be of comparable quality by the Manager).

Largest Holdings

Amount Holding
1.78% Federal National Mortgage Association 2.79%
1.03% Goldman Sachs Group, Inc. 3.2%
1.02% Bank of America Corporation 2.82%
0.94% EXETER AUTOMOBILE RECEIVABLES TRUST 4.13%
0.83% CIM TRUST 1.49%
0.79% JP MORGAN CHASE COMMERCIAL MORTGAGE SECURITIES TRUST 1.81%
0.76% Park Aerospace Holdings Limited 5.25%
0.75% United States Treasury Bonds 8%
0.75% Onemain Financial Issuance Trust 2019-2 3.14%
0.70% SBA Tower Trust 2.84%
0.66% FORD CREDIT AUTO OWNER TRUST 2.54%
0.66% Bx Commercial Mortgage Trust 2.41%
0.63% Huntsman International LLC 5.12%
0.63% Taco Bell Funding Llc 4.32%
0.62% Ares Capital Corporation 4.2%
0.62% CARMAX AUTO OWNER TRUST 2.8%
0.61% Energy Transfer Operating L P 4.2%
0.58% Las Vegas Sands Corp 3.2%
0.58% Newell Brands Inc. 4.35%
0.58% Sirius XM Holdings Inc 3.88%
0.58% General Motors Financial Company Inc 3.25%
0.57% Athene Global Funding 2015-1 2.75%
0.55% Avis Budget Rental Car Funding AESOP LLC 3.02%
0.55% Aircastle Limited 5%
0.55% Aercap Ireland Capital DAC 2.88%

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