Best Intermediate Core-Plus Bond Funds
Core-plus bond strategies invest primarily in investment-grade US fixed-income issues including government, corporate, and securitized debt. However, they generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging-markets debt, and non-US currency exposures. Here we narrowed the list of mutual funds ETFs to those that also received a Gold Morningstar Medalist Rating by our analysts. The Medalist Rating is a forward-looking assessment of an investment strategy. The rating is on a five-tier scale running from Gold to Negative. Gold is Morningstar’s top recommendation, reserved for investments that are expected to add the most value within their category.
|
Name
|
Morningstar Category
|
Adjusted Expense Ratio
|
Market Cap
|
Medalist Rating
Overall
| |
|---|---|---|---|---|---|
| Allspring Core Plus Bond Fund Class Institutional
WIPIX
| Intermediate Core-Plus Bond | 0.350% | — | ||
| Allspring Core Plus Bond Fund Class R6
STYJX
| Intermediate Core-Plus Bond | 0.300% | — | ||
| Allspring Core Plus ETF
APLU
| Intermediate Core-Plus Bond | 0.310% | — | ||
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KWCBND
| Intermediate Core-Plus Bond | 0.430% | — | ||
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JFNWP
| Intermediate Core-Plus Bond | 0.300% | — | ||
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XRKBL
| Intermediate Core-Plus Bond | 0.550% | — | ||
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YSYBB
| Intermediate Core-Plus Bond | 0.440% | — | ||
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MCLXW
| Intermediate Core-Plus Bond | 0.370% | — | ||
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DGSTR
| Intermediate Core-Plus Bond | 0.450% | — | ||
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LRFSP
| Intermediate Core-Plus Bond | 0.600% | — | ||
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JFZGL
| Intermediate Core-Plus Bond | 0.160% | — | ||
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YCWPN
| Intermediate Core-Plus Bond | 0.530% | — | ||
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LZGRQP
| Intermediate Core-Plus Bond | 0.460% | — | ||
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YCRDK
| Intermediate Core-Plus Bond | 0.450% | — | ||
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PVCJPY
| Intermediate Core-Plus Bond | 0.410% | — | ||
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VPBSW
| Intermediate Core-Plus Bond | 0.330% | — | ||
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HSRKV
| Intermediate Core-Plus Bond | 0.320% | — | ||
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SSLMP
| Intermediate Core-Plus Bond | 0.490% | — | ||
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QYGNKS
| Intermediate Core-Plus Bond | 0.430% | — | ||
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QZFKK
| Intermediate Core-Plus Bond | 0.380% | — | ||
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XBQWDQ
| Intermediate Core-Plus Bond | 0.390% | — | ||
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QRKYR
| Intermediate Core-Plus Bond | 0.500% | — | ||
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KTFHXT
| Intermediate Core-Plus Bond | 0.360% | — | ||
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MLLXG
| Intermediate Core-Plus Bond | 0.290% | — | ||
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LQZYQ
| Intermediate Core-Plus Bond | 0.360% | — |
United States