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Intermediate-Term Core-Plus Bond Funds

Intermediate-term core-plus bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, but generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging-markets debt, and non-U.S. currency 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 %
0.930
0.947
99
0.570
2.675
54
57
64
0.520
3.947
76
30
4
0.380
2.523
0.500
1.065
1.390
4.267
97
29
10
0.980
2.681
95
95
0.500
2.999
0.330
2.982
43
15
13
0.730
2.201
66
64
75
0.480
2.170
53
59
0.420
2.552
22
11
22
0.870
1.777
16
37
89
0.290
2.742
46
52
45
0.320
2.798
0.000
2.869
5
0.170
2.697
44
52
40
0.600
2.194
96
91
0.510
2.714
34
27
57
0.780
2.834
41
34
10
0.730
2.735
40
6
18
0.700
2.524
96
93
0.510
2.548
39
58
50

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