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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 %
0.500
2.090
0.460
2.375
43
50
55
0.530
2.345
72
61
50
0.820
2.785
50
49
39
0.740
2.212
19
33
25
0.300
2.344
44
42
37
0.300
2.727
37
31
24
0.450
2.543
0.940
2.245
73
42
23
0.500
2.844
32
13
25

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