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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.

Name
Ticker
Morningstar Category
Fund Size
SEC 30-Day Yield
TTM Yield
Total Return Rank in Category
3 Year
Total Return Rank in Category
5 Year
Total Return Rank in Category
10 Year
Adjusted Expense Ratio
Minimum Initial Investment
Share Class Type
Investment Status
Dodge & Cox Income XDOXIXIntermediate Core-Plus Bond72.17 Bil3.92%0.330%2,500No LoadOpen
Dodge & Cox Income IDODIXIntermediate Core-Plus Bond72.17 Bil4.60%3.86%11780.410%2,500No LoadOpen
Strategic Advisers Fidelity Core IncFIWGXIntermediate Core-Plus Bond67.74 Bil3.82%26200.190%No LoadOpen
Metropolitan West Total Return Bd MMWTRXIntermediate Core-Plus Bond52.52 Bil4.49%3.98%8778780.670%5,000No LoadOpen
Metropolitan West Total Return Bd AdminMWTNXIntermediate Core-Plus Bond52.52 Bil4.36%3.87%9082830.780%2,500No LoadOpen
Strategic Advisers Core IncomeFPCIXIntermediate Core-Plus Bond47.42 Bil3.93%5144310.310%No LoadOpen
Fidelity Total Bond FundFTBFXIntermediate Core-Plus Bond34.76 Bil5.12%4.18%1914130.450%No LoadOpen
Bridge Builder Core Plus BondBBCPXIntermediate Core-Plus Bond33.08 Bil4.20%22180.200%No LoadOpen
DoubleLine Total Return Bond NDLTNXIntermediate Core-Plus Bond30.85 Bil5.42%4.19%5492800.740%2,000No LoadOpen
Baird Core Plus Bond InvBCOSXIntermediate Core-Plus Bond27.95 Bil4.22%3.22%3835260.550%2,500No LoadOpen
Guggenheim Total Return Bond PGIBLXIntermediate Core-Plus Bond22.79 Bil4.53%4.21%63330.750%No LoadOpen
Western Asset Core Plus Bond FIWACIXIntermediate Core-Plus Bond21.18 Bil4.60%3.95%9894600.820%No LoadOpen
Fidelity SAI Total BondFSMTXIntermediate Core-Plus Bond20.49 Bil5.32%4.31%14120.300%No LoadOpen
BlackRock Total Return SvcMSHQXIntermediate Core-Plus Bond18.56 Bil4.24%3.87%7862470.760%5,000No LoadOpen
American Funds Strategic Bond 529-F-1CANFXIntermediate Core-Plus Bond18.30 Bil5.02%3.14%88140.760%250No LoadOpen
American Funds Strategic Bond F-2ANBFXIntermediate Core-Plus Bond18.30 Bil5.03%3.21%86130.430%250No LoadOpen
American Funds Strategic Bond F-1ANBEXIntermediate Core-Plus Bond18.30 Bil4.80%2.91%91230.700%250No LoadOpen
American Funds Strategic Bond 529-F-2FSBMXIntermediate Core-Plus Bond18.30 Bil5.04%3.22%830.430%250No LoadOpen
American Funds Strategic Bond 529-F-3FBSSXIntermediate Core-Plus Bond18.30 Bil5.09%3.26%820.390%250No LoadOpen
Loomis Sayles Investment Grade Bond AdmLIGAXIntermediate Core-Plus Bond10.81 Bil4.60%3.88%157250.990%No LoadOpen
TIAA-CREF Core Bond AdvisorTIBHXIntermediate Core-Plus Bond9.69 Bil4.55%3.78%45520.420%No LoadOpen
TIAA-CREF Core Bond RetailTIORXIntermediate Core-Plus Bond9.69 Bil4.41%3.62%5060470.580%2,500No LoadOpen
TIAA-CREF Core Bond WTBBWXIntermediate Core-Plus Bond9.69 Bil5.00%4.20%2429No LoadOpen
TIAA-CREF Core Bond PremierTIDPXIntermediate Core-Plus Bond9.69 Bil4.54%3.77%4653390.440%No LoadOpen
Voya Intermediate Bond WIIBWXIntermediate Core-Plus Bond8.30 Bil4.78%3.94%5351270.470%1,000No LoadOpen
DoubleLine Core Fixed Income NDLFNXIntermediate Core-Plus Bond7.01 Bil4.90%4.46%4079540.730%2,000No LoadOpen
TIAA-CREF Core Plus Bond AdvisorTCBHXIntermediate Core-Plus Bond4.55 Bil4.85%4.13%29380.380%No LoadOpen
TIAA-CREF Core Plus Bond WTCBWXIntermediate Core-Plus Bond4.55 Bil5.24%4.50%1616No LoadOpen
TIAA-CREF Core Plus Bond PremierTBPPXIntermediate Core-Plus Bond4.55 Bil4.78%4.06%3241220.450%No LoadOpen
TIAA-CREF Core Plus Bond RetailTCBPXIntermediate Core-Plus Bond4.55 Bil4.66%3.88%3650330.620%2,500No LoadOpen
Victory IncomeUSAIXIntermediate Core-Plus Bond4.46 Bil4.68%3.75%1910120.580%3,000No LoadOpen
Victory Core Plus Intermediate Bond FundUSIBXIntermediate Core-Plus Bond4.03 Bil4.63%4.14%14560.660%3,000No LoadOpen
Lord Abbett Total Return F3LTROXIntermediate Core-Plus Bond3.39 Bil4.97%4.79%34490.350%No LoadOpen
Lord Abbett Total Return FLTRFXIntermediate Core-Plus Bond3.39 Bil4.77%4.60%4457490.550%No LoadOpen
Columbia Total Return Bond AdvCBNRXIntermediate Core-Plus Bond2.95 Bil4.92%4.38%9336210.490%2,000No LoadOpen
ALPS/Smith Total Return Bond InvestorSMTRXIntermediate Core-Plus Bond2.91 Bil4.15%3.87%26230.890%2,500No LoadOpen
Janus Henderson Flexible Bond SJADFXIntermediate Core-Plus Bond2.69 Bil4.45%3.77%7650780.950%2,500No LoadOpen
Janus Henderson Flexible Bond TJAFIXIntermediate Core-Plus Bond2.69 Bil4.71%4.03%6635590.700%2,500No LoadOpen
Janus Henderson Flexible Bond DJANFXIntermediate Core-Plus Bond2.69 Bil4.82%4.15%5929500.570%2,500No LoadLimited
AB Income AdvisorACGYXIntermediate Core-Plus Bond2.58 Bil5.19%4.95%79650.510%No LoadOpen
GuideStone Funds Medium-Duration Bd InvGMDZXIntermediate Core-Plus Bond2.56 Bil4.27%3.05%8478720.670%1,000No LoadOpen
VALIC Company I Core BondVCBDXIntermediate Core-Plus Bond2.55 Bil3.96%2.20%6049480.500%No LoadOpen
Voya Intermediate Bond Port SIPISXIntermediate Core-Plus Bond2.26 Bil4.54%3.94%5761400.800%No LoadOpen
Russell Inv Strategic Bond SRFCTXIntermediate Core-Plus Bond2.23 Bil3.32%2.18%9179690.580%No LoadOpen
Russell Inv Strategic Bond MRSYTXIntermediate Core-Plus Bond2.23 Bil3.42%2.23%88720.480%No LoadOpen
TCW Total Return Bond NTGMNXIntermediate Core-Plus Bond1.99 Bil6.31%6.03%9797940.700%2,000No LoadOpen
Catholic Responsible Investments Bd InvCRBVXIntermediate Core-Plus Bond1.96 Bil4.30%3.98%0.510%5,000No LoadOpen
Morgan Stanley Pathway Core F/ ITIIUXIntermediate Core-Plus Bond1.88 Bil3.96%8574640.520%1,000No LoadOpen
Lord Abbett Core Plus Bond F3LOPLXIntermediate Core-Plus Bond1.79 Bil5.45%5.35%18240.400%No LoadOpen
Lord Abbett Core Plus Bond FLPLFXIntermediate Core-Plus Bond1.79 Bil5.28%5.18%21330.580%No LoadOpen

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.

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