Aberdeen Total Return Bond Fund Class A (BJBGX) Research

This fund's main goal is to achieve a comprehensive total return. It chiefly allocates its capital across a broad and varied array of debt instruments. These fixed-income assets are issued or backed by a diverse set of entities, including national governments (both the U.S. and foreign), their agencies, instrumentalities, or political subdivisions; multinational organizations supported by several countries, such as the International Bank for Reconstruction and Development; local municipal authorities; and private companies. A significant portion of its portfolio, specifically no less than 80% of its net assets (which accounts for financial derivatives like futures, options, and swaps, along with borrowed funds for investment), will be directed towards securities rated as investment grade.

Market snapshot

Symbol
BJBGX
Price
$13.39
Day change
-0.22%
Market cap
$161.9M
52-week range
13.35-14.65
Sector
Financial Services
Industry
Asset Management - Bonds

Peer companies

  • Adaptive Growth Opportunities Fund Institutional Class (CATEX)
  • Calvert Mid-Cap Fund Class A (CCAFX)
  • Calvert Mid-Cap Fund Class I (CCPIX)
  • Fidelity Total Emerging Markets Fd (FTEMX)
  • Janus Henderson Global Bond Fund Class A (JGBAX)
  • Janus Henderson Global Bond Fund - T Shares (JHBTX)
  • BMO Low Volatility Equity Fund Class I (MLVEX)
  • Neuberger Berman Short Duration Bond Trust Class (NSBTX)

Open Aberdeen Total Return Bond Fund Class A (BJBGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.