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Intermediate-Term Core Bond Funds

Intermediate-term core bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, and hold less than 5% in below-investment-grade exposures. Their durations (a measure of interest-rate sensitivity) typically range between 75% and 125% of the three-year average of the effective duration of the Morningstar Core Bond Index.

Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
0.550
2.011
47
38
51
0.550
2.530
45
36
59
0.770
1.834
76
90
51
0.530
2.421
17
15
30
0.620
2.801
63
30
19
0.370
2.468
0.750
1.999
14
17
2
0.600
2.335
45
51
27
0.510
2.245
84
0.500
2.401
26
43
39
0.000
3.143
0.900
1.803
49
48
84
0.150
2.431
43
51
58
0.420
2.080
51
55
32
0.330
2.620
26
22
67
0.460
2.158
57
0.950
1.882
64
68
70
0.420
2.100
0.650
2.885
0.400
2.785
15
18
2.320
0.691

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