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.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
SEC 30-Day Yield
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Johnson Institutional Core Bond S | JIBSX | Intermediate Core Bond | 1.67 Bil | — | — | — | — | — | 0.500% | $2,000 | No Load | Open |
| Fidelity SAI Investment Grd Seczd | FSMOX | Intermediate Core Bond | 1.61 Bil | 4.61% | — | — | — | — | 0.330% | — | No Load | Open |
| Voya US Bond Index Port S | ILABX | Intermediate Core Bond | 1.56 Bil | 3.91% | 3.71% | 84 | 86 | 86 | 0.610% | — | No Load | Open |
| Old Westbury Fixed Income | OWFIX | Intermediate Core Bond | 1.44 Bil | — | 3.37% | 7 | 22 | 81 | 0.570% | $1,000 | No Load | Open |
| T. Rowe Price QM U.S. Bond Index Fund | PBDIX | Intermediate Core Bond | 1.32 Bil | 4.42% | 3.66% | 68 | 50 | 39 | 0.250% | $2,500 | No Load | Open |
| Loomis Sayles Securitized Asset | LSSAX | Intermediate Core Bond | 1.31 Bil | 4.54% | 5.60% | 13 | 28 | 4 | — | — | No Load | Open |
| BNY Mellon Bond M | MPBFX | Intermediate Core Bond | 1.19 Bil | 4.38% | 3.30% | 74 | 63 | 55 | 0.570% | $10,000 | No Load | Open |
| BNY Mellon Bond Inv | MIBDX | Intermediate Core Bond | 1.19 Bil | 4.12% | 2.97% | 88 | 81 | 75 | 0.820% | $10,000 | No Load | Open |
| Commerce Bond | CFBNX | Intermediate Core Bond | 1.11 Bil | 4.05% | 3.31% | 18 | 21 | 16 | 0.660% | $1,000 | No Load | Open |
| Federated Hermes Mortgage Strategy | FMBPX | Intermediate Core Bond | 982.91 Mil | 4.76% | 4.46% | — | — | — | 0.020% | — | No Load | Open |
| TCW Core Fixed Income N | TGFNX | Intermediate Core Bond | 949.06 Mil | 4.11% | 3.76% | 94 | 77 | 75 | 0.630% | $2,000 | No Load | Open |
| Impax Core Bond Fund Individual Investor | PAXBX | Intermediate Core Bond | 872.96 Mil | 4.06% | 3.09% | 54 | 73 | — | 0.710% | $1,000 | No Load | Open |
| State Street Aggregate Bond Index K | SSFEX | Intermediate Core Bond | 849.82 Mil | 3.44% | 3.29% | 48 | 53 | — | 0.025% | — | No Load | Open |
| Columbia Bond Adv | CNDRX | Intermediate Core Bond | 848.47 Mil | 4.81% | 4.34% | 83 | 30 | 25 | 0.490% | $2,000 | No Load | Open |
| Neuberger Berman Core Bond Inv | NCRIX | Intermediate Core Bond | 761.11 Mil | 4.31% | 4.07% | 72 | 38 | 61 | 0.780% | $2,000 | No Load | Limited |
| MassMutual Core Bond Adm | MCBLX | Intermediate Core Bond | 632.52 Mil | 5.00% | 4.63% | 55 | 29 | 34 | 0.720% | — | No Load | Open |
| MassMutual Core Bond Svc | MCBYX | Intermediate Core Bond | 632.52 Mil | 5.10% | 4.60% | 41 | 23 | 28 | 0.620% | — | No Load | Open |
| Touchstone Impact Bond Y | TCPYX | Intermediate Core Bond | 556.11 Mil | 4.03% | 3.38% | 39 | 58 | 45 | 0.510% | $2,500 | No Load | Open |
| BNY Mellon Bond Market Index Inv | DBMIX | Intermediate Core Bond | 548.76 Mil | 4.30% | 3.21% | 80 | 82 | 80 | 0.400% | $2,500 | No Load | Open |
| Fidelity Series Invest Grd Securtzd | FHPFX | Intermediate Core Bond | 543.28 Mil | 4.45% | 4.02% | 39 | 80 | — | — | — | No Load | Open |
| State Street Aggregate Bond Idx | SSAFX | Intermediate Core Bond | 513.76 Mil | — | 3.31% | 53 | 52 | — | 0.023% | — | No Load | Open |
| Empower Core Bond Inv | MXFDX | Intermediate Core Bond | 502.49 Mil | — | 1.48% | 83 | 70 | 62 | 0.700% | — | No Load | Open |
| Fidelity Mortgage Securities | FMSFX | Intermediate Core Bond | 473.13 Mil | 3.87% | 3.62% | 87 | 95 | 81 | 0.450% | — | No Load | Open |
| Fidelity Sustainability Bond Index | FNDSX | Intermediate Core Bond | 400.29 Mil | 4.59% | 3.06% | 49 | 65 | — | 0.100% | — | No Load | Open |
| Glenmede Core Fixed Income | GTCGX | Intermediate Core Bond | 365.44 Mil | 3.91% | 2.79% | 91 | 95 | 91 | 0.550% | — | No Load | Open |
| DoubleLine Infrastructure Income N | BILTX | Intermediate Core Bond | 359.84 Mil | 4.10% | 3.35% | 6 | 7 | — | 0.820% | $2,000 | No Load | Open |
| Manning & Napier Core Bond S | EXCRX | Intermediate Core Bond | 311.51 Mil | 4.13% | 3.81% | 61 | 44 | 75 | 0.670% | $2,000 | No Load | Open |
| Manning & Napier Core Bond W | MCBWX | Intermediate Core Bond | 310.63 Mil | 4.74% | 4.35% | 21 | 13 | — | 0.050% | — | No Load | Open |
| Manning & Napier Credit W | MCDWX | Intermediate Core Bond | 282.23 Mil | 4.86% | 4.65% | 4 | — | — | 0.100% | — | No Load | Open |
| American Beacon GarciaHmltnQual Bd Inv | GHQPX | Intermediate Core Bond | 247.89 Mil | 3.32% | 3.39% | 58 | 97 | — | 0.830% | $2,500 | No Load | Open |
| Curasset Capital Management Core Bd Fnds | CMBEX | Intermediate Core Bond | 229.29 Mil | — | 4.17% | — | — | — | 0.360% | $2,500 | No Load | Open |
| Knights of Columbus Core Bond S | KCCSX | Intermediate Core Bond | 211.83 Mil | 4.04% | 3.24% | 84 | 68 | — | 0.600% | — | No Load | Open |
| PACE Intermediate Fixed Income P | PCIFX | Intermediate Core Bond | 203.30 Mil | 5.90% | 5.78% | 12 | 16 | 41 | 0.610% | $10,000 | No Load | Open |
| Goldman Sachs US Mortgages P | GSBPX | Intermediate Core Bond | 186.57 Mil | 4.01% | 3.94% | 88 | 90 | — | 0.450% | — | No Load | Open |
| Goldman Sachs US Mortgages Investor | GGIRX | Intermediate Core Bond | 186.57 Mil | 3.92% | 3.85% | 88 | 93 | 86 | 0.540% | — | No Load | Open |
| PACE Mort-Backed Secs Fxd Inc Invests P | PCGTX | Intermediate Core Bond | 186.43 Mil | 2.60% | 5.04% | 92 | 91 | 79 | 0.720% | $10,000 | No Load | Open |
| WesMark Government Bond | WMBDX | Intermediate Core Bond | 173.64 Mil | 3.77% | 3.34% | 99 | 100 | 100 | 1.020% | $1,000 | No Load | Open |
| GuideMark® Core Fixed Income Service | GMCOX | Intermediate Core Bond | 167.32 Mil | 3.86% | 3.27% | 79 | 77 | 86 | 0.950% | — | No Load | Open |
| Core Fixed Income | AAEYX | Intermediate Core Bond | 156.29 Mil | — | — | — | — | — | 0.660% | — | No Load | Open |
| Homestead Intermediate Bond | HOIBX | Intermediate Core Bond | 130.36 Mil | — | 3.41% | 27 | — | — | 0.800% | $500 | No Load | Open |
| Eventide Core Bond N | ETNRX | Intermediate Core Bond | 129.34 Mil | — | 2.86% | 90 | — | — | 0.780% | $1,000 | No Load | Open |
| AMG GW&K Core Bond ESG N | MBGVX | Intermediate Core Bond | 120.58 Mil | 3.56% | 2.78% | 92 | 85 | — | 0.880% | $2,000 | No Load | Open |
| Cavanal Hill Bond Investor | APBDX | Intermediate Core Bond | 119.81 Mil | 3.93% | 3.09% | 62 | 78 | 86 | 0.720% | $100 | No Load | Open |
| Northern Core Bond | NOCBX | Intermediate Core Bond | 88.48 Mil | 4.29% | 3.86% | 51 | 53 | 52 | 0.410% | $2,500 | No Load | Open |
| GuideStone Funds Impact Bond Inv | GMBZX | Intermediate Core Bond | 82.05 Mil | — | 4.07% | — | — | — | 0.790% | $1,000 | No Load | Open |
| Avantis® Core Fixed Income G | AVBNX | Intermediate Core Bond | 61.96 Mil | 4.46% | 4.26% | 35 | — | — | 0.010% | — | No Load | Open |
| Ramirez Core Bond Fund Retail | RAMRX | Intermediate Core Bond | 40.04 Mil | — | — | — | — | — | 0.750% | $5,000 | No Load | Open |
| Value Line Core Bond | VAGIX | Intermediate Core Bond | 35.96 Mil | 4.02% | 3.31% | 75 | 89 | 88 | 0.800% | $1,000 | No Load | Open |
| Quantified Govt Inc Tact Investor | QGITX | Intermediate Core Bond | 26.83 Mil | — | 5.72% | 100 | — | — | 1.760% | $10,000 | No Load | Open |
| Mesirow Enhanced Core Plus Inv | MFBVX | Intermediate Core Bond | 17.70 Mil | 4.60% | 3.97% | 11 | — | — | 0.790% | $5,000 | No Load | Open |
Intermediate-Term Core Bond Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.
SEC Yield is based on a 30-day period ending on the last day of the previous month. It is computed by dividing the net investment incomes per share earned during the period by the maximum offering price per share on the last day of the period. The figure listed lags by one month. When a dash appears, the yield available is more than 30 days old.