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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
0.687
100
0.530
3.998
53
18
4
0.710
2.974
66
25
16
0.380
1.614
2.910
3.956
14
6
2
0.980
2.720
85
80
86
0.480
3.236
0.310
2.611
53
24
15
0.730
1.996
49
45
61
0.480
1.900
48
55
0.420
2.267
18
15
25
0.870
1.658
24
48
88
0.270
2.738
50
63
51
0.000
2.682
5
0.170
2.775
49
62
48
0.450
3.071
14
49
27
0.600
1.543
97
96
0.510
2.364
43
40
60
0.780
3.057
32
29
18
0.730
2.582
21
9
21
0.700
1.824
99
99
0.520
2.311
57
72
56
0.590

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