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
1.817
53
39
49
0.550
2.469
40
39
58
0.740
1.796
81
92
65
0.530
2.331
14
10
26
0.620
2.687
57
24
18
0.350
2.538
12
0.580
0.370
2.448
0.710
1.762
18
18
2
0.600
2.158
36
49
27
0.510
2.184
84
0.500
2.303
26
35
39
0.000
3.085
0.840
1.724
30
35
78
0.150
2.291
54
58
57
0.420
1.841
54
53
31
0.330
2.444
21
20
62
0.460
1.843
61
0.920
1.780
71
71
71
0.400
1.765
63
0.650
3.275
2.320
0.000

Sponsor Center