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.
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Name
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Ticker
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Morningstar Category
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Fund Size
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SEC 30-Day Yield
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dodge & Cox Income X | DOXIX | Intermediate Core-Plus Bond | 75.43 Bil | — | 4.13% | — | — | — | 0.330% | $2,500 | No Load | Open |
| Dodge & Cox Income I | DODIX | Intermediate Core-Plus Bond | 75.43 Bil | 4.67% | 4.06% | 12 | 8 | 7 | 0.410% | $2,500 | No Load | Open |
| Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 67.42 Bil | — | 3.93% | 30 | 23 | — | 0.190% | — | No Load | Open |
| Metropolitan West Total Return Bd Admin | MWTNX | Intermediate Core-Plus Bond | 47.85 Bil | 4.05% | 3.94% | 94 | 86 | 87 | 0.780% | $2,500 | No Load | Open |
| Metropolitan West Total Return Bd M | MWTRX | Intermediate Core-Plus Bond | 47.85 Bil | 4.19% | 4.06% | 90 | 80 | 79 | 0.670% | $5,000 | No Load | Open |
| Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 46.12 Bil | — | 4.06% | 53 | 45 | 32 | 0.310% | — | No Load | Open |
| Fidelity Total Bond Fund | FTBFX | Intermediate Core-Plus Bond | 35.77 Bil | 5.08% | 4.26% | 20 | 16 | 15 | 0.450% | — | No Load | Open |
| Bridge Builder Core Plus Bond | BBCPX | Intermediate Core-Plus Bond | 32.63 Bil | — | 4.39% | 24 | 19 | — | 0.200% | — | No Load | Open |
| DoubleLine Total Return Bond N | DLTNX | Intermediate Core-Plus Bond | 29.85 Bil | 5.44% | 4.30% | 54 | 91 | 77 | 0.740% | $2,000 | No Load | Open |
| Baird Core Plus Bond Inv | BCOSX | Intermediate Core-Plus Bond | 28.68 Bil | 4.30% | 3.32% | 35 | 36 | 27 | 0.550% | $2,500 | No Load | Open |
| Guggenheim Total Return Bond P | GIBLX | Intermediate Core-Plus Bond | 23.30 Bil | 4.92% | 4.24% | 58 | 28 | — | 0.750% | — | No Load | Open |
| Fidelity SAI Total Bond | FSMTX | Intermediate Core-Plus Bond | 20.12 Bil | 5.35% | 4.40% | 15 | 11 | — | 0.290% | — | No Load | Open |
| Western Asset Core Plus Bond FI | WACIX | Intermediate Core-Plus Bond | 19.93 Bil | 4.75% | 4.07% | 99 | 96 | 69 | 0.820% | — | No Load | Open |
| American Funds Strategic Bond 529-F-1 | CANFX | Intermediate Core-Plus Bond | 18.98 Bil | 5.53% | — | 93 | 23 | — | 0.750% | $250 | No Load | Open |
| American Funds Strategic Bond F-2 | ANBFX | Intermediate Core-Plus Bond | 18.98 Bil | 5.59% | 3.41% | 92 | 20 | — | 0.420% | $250 | No Load | Open |
| American Funds Strategic Bond 529-F-2 | FSBMX | Intermediate Core-Plus Bond | 18.98 Bil | 5.61% | — | 92 | — | — | 0.400% | $250 | No Load | Open |
| American Funds Strategic Bond 529-F-3 | FBSSX | Intermediate Core-Plus Bond | 18.98 Bil | 5.66% | — | 91 | — | — | 0.370% | $250 | No Load | Open |
| American Funds Strategic Bond F-1 | ANBEX | Intermediate Core-Plus Bond | 18.98 Bil | 5.29% | 3.05% | 95 | 29 | — | 0.690% | $250 | No Load | Open |
| BlackRock Total Return Svc | MSHQX | Intermediate Core-Plus Bond | 18.37 Bil | 5.15% | 4.02% | 77 | 65 | 60 | 0.760% | $5,000 | No Load | Open |
| Loomis Sayles Investment Grade Bond Adm | LIGAX | Intermediate Core-Plus Bond | 11.62 Bil | 4.74% | 4.03% | 15 | 7 | 32 | 0.990% | — | No Load | Open |
| TIAA-CREF Core Bond Advisor | TIBHX | Intermediate Core-Plus Bond | 9.85 Bil | 4.94% | 3.86% | 45 | 54 | — | 0.420% | — | No Load | Open |
| TIAA-CREF Core Bond Retail | TIORX | Intermediate Core-Plus Bond | 9.85 Bil | 4.77% | 3.70% | 46 | 59 | 48 | 0.580% | $2,500 | No Load | Open |
| TIAA-CREF Core Bond W | TBBWX | Intermediate Core-Plus Bond | 9.85 Bil | 5.37% | 4.28% | 26 | 30 | — | — | — | No Load | Open |
| TIAA-CREF Core Bond Premier | TIDPX | Intermediate Core-Plus Bond | 9.85 Bil | 4.92% | 3.85% | 43 | 53 | 39 | 0.440% | — | No Load | Open |
| Voya Intermediate Bond W | IIBWX | Intermediate Core-Plus Bond | 8.28 Bil | 4.49% | 4.14% | 48 | 45 | 26 | 0.470% | $1,000 | No Load | Open |
| DoubleLine Core Fixed Income N | DLFNX | Intermediate Core-Plus Bond | 6.56 Bil | 4.96% | 4.56% | 40 | 77 | 54 | 0.730% | $2,000 | No Load | Open |
| TIAA-CREF Core Plus Bond Advisor | TCBHX | Intermediate Core-Plus Bond | 4.60 Bil | 5.29% | 4.20% | 28 | 34 | — | 0.380% | — | No Load | Open |
| TIAA-CREF Core Plus Bond W | TCBWX | Intermediate Core-Plus Bond | 4.60 Bil | 5.70% | 4.58% | 18 | 16 | — | — | — | No Load | Open |
| TIAA-CREF Core Plus Bond Premier | TBPPX | Intermediate Core-Plus Bond | 4.60 Bil | 5.23% | 4.14% | 31 | 37 | 24 | 0.450% | — | No Load | Open |
| TIAA-CREF Core Plus Bond Retail | TCBPX | Intermediate Core-Plus Bond | 4.60 Bil | 5.05% | 3.96% | 36 | 45 | 33 | 0.620% | $2,500 | No Load | Open |
| Victory Core Plus Intermediate Bond Fund | USIBX | Intermediate Core-Plus Bond | 4.46 Bil | 4.55% | 4.26% | 15 | 7 | 6 | 0.660% | $3,000 | No Load | Open |
| Victory Income | USAIX | Intermediate Core-Plus Bond | 4.39 Bil | 4.91% | 3.88% | 19 | 13 | 11 | 0.580% | $3,000 | No Load | Open |
| Lord Abbett Total Return F | LTRFX | Intermediate Core-Plus Bond | 3.37 Bil | 4.97% | 4.71% | 41 | 55 | 53 | 0.550% | — | No Load | Open |
| Lord Abbett Total Return F3 | LTROX | Intermediate Core-Plus Bond | 3.37 Bil | 5.17% | 4.91% | 33 | 41 | — | 0.350% | — | No Load | Open |
| Columbia Total Return Bond Adv | CBNRX | Intermediate Core-Plus Bond | 2.87 Bil | 7.05% | 4.77% | 95 | 39 | 26 | 0.490% | $2,000 | No Load | Open |
| ALPS/Smith Total Return Bond Investor | SMTRX | Intermediate Core-Plus Bond | 2.84 Bil | 4.30% | 4.07% | 30 | 28 | — | 0.890% | $2,500 | No Load | Open |
| Janus Henderson Flexible Bond S | JADFX | Intermediate Core-Plus Bond | 2.61 Bil | 4.68% | 3.96% | 76 | 48 | 82 | 0.950% | $2,500 | No Load | Open |
| Janus Henderson Flexible Bond T | JAFIX | Intermediate Core-Plus Bond | 2.61 Bil | 4.93% | 4.21% | 67 | 38 | 62 | 0.700% | $2,500 | No Load | Open |
| Janus Henderson Flexible Bond D | JANFX | Intermediate Core-Plus Bond | 2.61 Bil | 5.05% | 4.33% | 59 | 31 | 54 | 0.570% | $2,500 | No Load | Limited |
| GuideStone Funds Medium-Duration Bd Inv | GMDZX | Intermediate Core-Plus Bond | 2.57 Bil | 4.60% | 3.46% | 79 | 77 | 75 | 0.670% | $1,000 | No Load | Open |
| AB Income Advisor | ACGYX | Intermediate Core-Plus Bond | 2.56 Bil | 5.27% | 4.92% | 74 | 70 | — | 0.510% | — | No Load | Open |
| VALIC Company I Core Bond | VCBDX | Intermediate Core-Plus Bond | 2.56 Bil | 4.02% | 3.66% | 63 | 53 | 51 | 0.500% | — | No Load | Open |
| Russell Inv Strategic Bond S | RFCTX | Intermediate Core-Plus Bond | 2.19 Bil | 3.45% | 2.39% | 91 | 82 | 72 | 0.570% | — | No Load | Open |
| Russell Inv Strategic Bond M | RSYTX | Intermediate Core-Plus Bond | 2.19 Bil | 3.55% | 2.45% | 90 | 78 | — | 0.470% | — | No Load | Open |
| Voya Intermediate Bond Port S | IPISX | Intermediate Core-Plus Bond | 2.17 Bil | 4.23% | 4.11% | 57 | 60 | 41 | 0.800% | — | No Load | Open |
| Lord Abbett Core Plus Bond F3 | LOPLX | Intermediate Core-Plus Bond | 1.97 Bil | 5.58% | 5.50% | 18 | 23 | — | 0.380% | — | No Load | Open |
| Lord Abbett Core Plus Bond F | LPLFX | Intermediate Core-Plus Bond | 1.97 Bil | 5.41% | 5.32% | 21 | 32 | — | 0.550% | — | No Load | Open |
| Catholic Responsible Investments Bd Inv | CRBVX | Intermediate Core-Plus Bond | 1.97 Bil | 4.38% | 4.08% | — | — | — | 0.510% | $5,000 | No Load | Open |
| Mercer Core Fixed Income Y3 | MCFIX | Intermediate Core-Plus Bond | 1.94 Bil | 0.05% | 3.68% | 49 | 37 | 33 | 0.150% | — | No Load | Open |
| TCW Total Return Bond N | TGMNX | Intermediate Core-Plus Bond | 1.86 Bil | 7.22% | 6.17% | 98 | 98 | 94 | 0.700% | $2,000 | No Load | Open |
Intermediate-Term Core-Plus 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.