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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 %
1290 Diversified Bond Fund
0.500
2.101
1
1
—
AAMA Income Fund
0.930
0.753
100
—
—
AB Income Fund
0.530
3.883
46
17
3
AB Total Return Bond Portfolio
0.770
2.767
73
71
73
ALPS/Smith Total Return Bond Fund
0.670
1.954
—
—
—
AMG GW&K Enhanced Core Bond ESG
0.480
1.980
15
35
46
AMG Managers DoubleLine Core Plus Bd Fd
0.720
3.044
86
73
—
AMG Managers Loomis Sayles Bond Fund
0.710
3.177
52
19
13
AQR Core Plus Bond Fund
0.380
1.641
—
—
—
AdvisorOne CLS Flexible Income Fund
1.220
1.950
92
84
97
American Century Core Plus Fund
0.360
2.387
57
50
57
American Funds Strategic Bond Fund
0.530
2.122
1
—
—
Ancora Income Fund
1.390
3.979
84
31
6
Archer Income Fund
0.980
2.675
95
92
—
Aspiriant Risk-Managed Taxable Bond Fund
0.690
4.721
—
—
—
BBH Income Fund
0.500
2.745
—
—
—
BMO Core Plus Bond Fund
0.310
2.846
48
16
15
BNY Mellon Core Plus Fund
0.430
2.470
8
10
17
Baird Core Plus Bond Fund
0.300
2.551
24
24
18
Bernstein Intermediate Duration Instl Pt
0.450
2.602
55
51
60
BlackRock Systematic ESG Bond Fund
0.390
1.639
29
—
—
BlackRock Total Return Fund
0.370
2.357
28
39
17
Brandes Core Plus Fixed Income Fund
0.310
2.350
87
84
75
Bridge Builder Core Plus Bond Fund
0.160
2.481
13
30
—
Brown Advisory Sustainable Bond Fund
0.540
1.899
38
—
—
Brown Advisory Total Return Fund
0.450
1.706
21
29
—
Calamos Total Return Bond Fund
0.660
2.537
71
78
87
Calvert Bond Fund
0.730
2.080
63
65
69
Calvert Green Bond Fund
0.480
1.963
56
63
—
Carillon Reams Core Plus Bond Fund
0.400
1.997
2
4
9
City National Rochdale Interm Fxd Inc Fd
1.190
1.658
85
95
96
Columbia Quality Income Fund
0.920
2.927
80
91
70
Columbia Total Return Bond Fund
0.500
2.874
4
8
22
Cornerstone Advisors Core Plus Bond Fund
0.600
0.766
90
—
—
DWS Total Return Bond Fund
0.590
2.328
44
33
58
Delaware Diversified Income Fund
0.700
2.805
18
25
48
Destinations Core Fixed Income Fund
0.800
1.974
93
—
—
Dodge & Cox Income Fund
0.420
2.419
17
16
27
Domini Impact Bond Fund
0.870
1.714
26
43
90
DoubleLine Core Fixed Income Fund
0.480
2.976
82
72
22
DoubleLine Infrastructure Income Fund
0.570
2.830
78
—
—
DoubleLine Total Return Bond Fund
0.490
3.331
91
93
34
Dunham Corporate/Government Bond Fund
1.200
1.853
76
79
85
Eaton Vance Core Bond Fund
0.490
2.580
42
56
64
Eaton Vance Core Plus Bond Fund
0.490
3.512
63
1
1
Elfun Income Fund
0.290
2.770
47
57
51
Federated Hermes Total Return Bd Fd
0.390
2.695
24
23
40
Fidelity® Flex Core Bond
0.000
2.709
5
—
—
Fidelity® SAI Total Bond Fund
0.310
2.653
—
—
—
Fidelity® Total Bond Fund
0.450
2.400
24
18
29
Fidelity® Total Bond K6 Fund
0.300
2.423
20
—
—
First Foundation Fixed Income Fund
0.600
—
—
—
—
Franklin Strategic Mortgage Fund
0.760
2.069
96
98
86
Franklin Total Return Fund
0.630
3.119
70
77
67
GE RSP Income Fund
0.170
2.746
45
55
48
GMO Multi-Sector Fixed Income Fund
0.450
4.324
10
43
8
Goldman Sachs Bond Fund
0.450
3.062
6
33
20
Great Lakes Bond Fund
0.600
1.725
97
96
—
Great-West Core Bond Fund
0.700
2.607
61
50
77
Great-West Core Strategies Flex Bd Fd
0.450
0.000
—
—
—
Guggenheim Investment Grade Bond Fund
0.780
2.164
11
7
4
Guggenheim Total Return Bond Fund
0.490
2.733
6
2
—
Harbor Bond Fund
0.510
2.245
39
44
62
Hartford Total Return Bond Fund
0.450
2.436
19
23
32
Hartford Total Return Bond HLS Fund
0.510
3.881
18
19
29
Invesco Core Plus Bond Fd
0.510
2.591
21
13
13
Ivy Securian Core Bond Fund
0.910
2.021
75
61
56
JHancock Bond Fund
0.780
3.089
34
29
16
JPMorgan Core Plus Bond Fund
0.460
2.676
46
45
36
JPMorgan Total Return Fund
0.470
1.523
59
44
34
Janus Henderson Flexible Bond Fund
0.590
2.408
12
44
40
Janus Henderson VIT Flexible Bond Port
0.570
2.927
15
48
37
Leader Capital Leader Total Return Fund
1.730
1.367
5
7
14
Loomis Sayles Core Plus Bond Fund
0.720
1.998
28
9
16
Loomis Sayles Investment Grade Bond Fund
0.500
2.796
7
2
11
Loomis Sayles Investment Grade FixInc Fd
0.520
2.769
78
14
21
Lord Abbett Core Plus Bond Fund
0.390
3.470
44
23
—
Lord Abbett Total Return Fund
0.440
2.572
65
62
46
MFS Income Fund
0.730
2.610
28
6
19
MFS Total Return Bond Fund
0.450
2.657
32
41
44
Macquarie Pooled Core Plus Bond Port
0.450
2.889
8
21
28
MainStay MacKay Total Return Bond Fund
0.600
2.497
31
26
38
MassMutual Premier Diversified Bond Fund
0.610
4.272
30
31
31
MassMutual Select Strategic Bond Fund
0.570
2.950
19
14
17
MassMutual Select Total Return Bond Fund
0.330
2.291
24
48
70
Meeder Total Return Bond Fund
1.480
1.762
86
80
—
MetLife Core Plus Fund
0.700
2.081
99
96
—
Metropolitan West Intermediate Bond Fund
0.490
1.499
68
91
80
Metropolitan West Invstmt Gr Crdt Fund
0.490
7.073
—
—
—
Metropolitan West Total Return Bond Fund
0.680
1.351
32
68
35
Morgan Stanley Inst Core PlsFxdInc Port
0.420
2.292
33
1
2
Morgan Stanley Mortgage Securities Trust
0.700
3.026
88
45
7
Multi-Manager Total Return Bond Strat Fd
0.490
2.320
50
—
—
Nationwide Bond Fund
0.510
2.398
56
63
52
Nationwide Core Plus Bond Fund
0.490
2.646
36
41
32
Northern Fixed Income Fund
0.460
2.306
54
63
55
Nuveen Core Impact Bd Mngd Accnts Port
0.000
—
—
—
—
Oakhurst Fixed Income Fund
0.600
2.089
72
75
—
Oakmark Bond Fund
0.590
—
—
—
—
Optimum Fixed Income Fund
0.820
1.735
39
50
72

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