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APECX vs BHYIX

Both APECX and BHYIX are mutual funds. APECX has a lower 5-year return than BHYIX (5.38% vs 7.35%). APECX has a higher expense ratio than BHYIX (1.78% vs 0.58%). Below is the comparison between APECX and BHYIX.

APECX BHYIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: High Yield Bond Taxable Fixed Income: High Yield Bond
Family Columbia Threadneedle BlackRock
Net Assets $18.00M $13.65B
Expense Ratio 1.78% 0.58%
Management Style active active
Dividend Yield 3.68% 4.88%
Minimum Investment $2,000.00 $2,000,000.00
YTD Return 2.12% 3.63%
1-Year Return 1.93% 2.81%
3-Year Return 6.18% 6.87%
5-Year Return 5.38% 7.35%
10-Year Return 5.20% 6.59%

APECX description

The Fund seeks to provide high current income with growth potential by investing primarily in high-yield, lower rated corporate debt securities.

APECX performance & returns

YTD Return 2.12%
1-Month Return 0.86%
3-Month Return 1.93%
1-Year Return 1.93%
3-Year Return 6.18%
5-Year Return 5.38%
10-Year Return 5.20%
APECX expense ratio is 1.78%.

APECX holdings

Top 10 Holdings (10.54% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 1.93%
CSC Holdings, LLC 6.5% N/A 1.36%
DISH DBS Corporation 7.75% N/A 1.28%
iShares iBoxx $ High Yield Corp Bd ETF HYG 1.03%
TransDigm, Inc. 6.25% N/A 0.97%
Occidental Petroleum Corporation 2.9% N/A 0.86%
DCP Midstream Operating, LP 5.6% N/A 0.80%
SBA Communications Corporation 4.88% N/A 0.79%
NextEra Energy Operating Partners LP 4.5% N/A 0.77%
FREEPORT-MCMORAN INC 5.45% N/A 0.75%

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BHYIX description

The Fund seeks to maximize total return, consistent with income generation and prudent investment management. The High Yield Fund invests primarily in non-investment grade bonds with maturities of ten years or less. The High Yield Fund normally invests at least 80% of its assets in high yield bonds.

BHYIX performance & returns

YTD Return 3.63%
1-Month Return 1.50%
3-Month Return 2.81%
1-Year Return 2.81%
3-Year Return 6.87%
5-Year Return 7.35%
10-Year Return 6.59%
BHYIX expense ratio is 0.58%.

BHYIX holdings

Top 10 Holdings (9.91% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 2.43%
TransDigm, Inc. 6.25% N/A 1.35%
iShares Preferred&Income Securities ETF PFF 1.26%
SPDR® Blmbg Barclays High Yield Bd ETF JNK 1.13%
iShares iBoxx $ High Yield Corp Bd ETF HYG 0.91%
iShares Broad USD High Yield Corp Bd ETF USHY 0.65%
Allied Universal Holdco LLC / Allied Universal Finance Corporation 6.62% N/A 0.59%
Verscend Escrow Corp 9.75% N/A 0.53%
Connect Finco SARL/Connect US Finco LLC 6.75% N/A 0.53%
Altice France Holdings S A 10.5% N/A 0.53%

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