Skip to Content

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
1.050
99
0.570
2.790
57
45
61
0.520
3.974
77
40
2
0.380
2.724
0.500
1.446
0.980
2.713
98
97
0.500
3.022
0.330
3.069
40
22
12
0.730
2.266
70
58
80
0.480
2.315
64
56
0.420
2.780
18
10
26
0.870
1.908
14
21
94
0.290
2.676
39
41
41
0.320
2.955
0.000
3.008
4
0.170
2.661
37
37
38
0.460
2.973
14
22
23
0.580
2.400
94
89
0.510
2.851
22
25
57
0.780
2.910
42
32
9
0.790
2.854
53
17
14
0.700
2.637
94
84
0.510
2.626
36
46
45
0.440

Sponsor Center