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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
0.830
100
0.570
2.532
67
66
68
0.520
3.814
46
17
3
0.380
1.706
1.390
3.864
84
31
6
0.980
2.664
95
92
0.500
2.847
0.310
2.823
48
16
15
0.730
2.113
63
65
69
0.480
1.995
56
63
0.420
2.384
17
16
27
0.870
1.685
26
43
90
0.290
2.736
47
57
51
0.310
2.687
0.000
2.719
5
0.170
2.703
45
55
48
0.600
1.970
97
96
0.510
2.208
39
44
62
0.780
3.055
34
29
16
0.730
2.604
28
6
19
0.700
2.036
99
96
0.510
2.440
56
63
52

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