Skip to Content

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
2.175
44
46
45
0.200
2.601
0.550
2.637
41
41
61
0.770
2.007
77
87
38
0.560
2.590
42
17
44
0.620
2.940
67
46
17
0.800
1.923
84
82
84
0.370
2.599
0.600
2.256
45
48
29
0.510
2.288
82
0.500
2.525
36
41
43
0.000
3.253
0.900
1.985
55
53
86
0.150
2.572
35
42
57
0.410
2.319
48
51
36
0.330
2.755
37
18
64
0.460
2.324
58
0.950
1.978
64
63
69
0.420
2.344
0.650
0.400
2.919
15
16

Sponsor Center