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.
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Name
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Ticker
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Morningstar Category
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Fund Size
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SEC 30-Day Yield
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TTM Yield
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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| Morgan Stanley Pathway Core F/ I | TIIUX | Intermediate Core-Plus Bond | 1.76 Bil | — | 4.06% | 86 | 76 | 65 | 0.520% | $1,000 | No Load | Open |
| Weitz Core Plus Income Investor | WCPNX | Intermediate Core-Plus Bond | 1.74 Bil | 5.23% | 5.10% | 5 | 2 | — | 0.550% | $2,500 | No Load | Open |
| Empower Core Strategies Flex Bd Inv | MXEWX | Intermediate Core-Plus Bond | 1.61 Bil | — | 3.58% | 48 | — | — | 0.770% | — | No Load | Open |
| Columbia Quality Income Adv | CUVRX | Intermediate Core-Plus Bond | 1.48 Bil | 5.35% | 4.06% | 99 | 100 | 91 | 0.630% | $2,000 | No Load | Open |
| State Street Income Fund | SSASX | Intermediate Core-Plus Bond | 1.26 Bil | 4.93% | 3.92% | 70 | 68 | 58 | 0.200% | — | No Load | Open |
| Russell Inv Investment Grade Bond S | RFATX | Intermediate Core-Plus Bond | 1.05 Bil | 4.71% | 3.65% | 87 | 78 | 73 | 0.520% | — | No Load | Open |
| Russell Inv Investment Grade Bond M | RIWTX | Intermediate Core-Plus Bond | 1.05 Bil | 4.81% | 3.75% | 83 | 72 | — | 0.420% | — | No Load | Open |
| Harbor Core Plus Administrative | HRBDX | Intermediate Core-Plus Bond | 967.08 Mil | 4.64% | 4.12% | 41 | 46 | 47 | 0.630% | $50,000 | No Load | Open |
| Metropolitan West Intermediate Bond M | MWIMX | Intermediate Core-Plus Bond | 936.96 Mil | 4.17% | 4.10% | 18 | 37 | 75 | 0.710% | $5,000 | No Load | Open |
| Payden Core Bond Adviser | PYCWX | Intermediate Core-Plus Bond | 930.62 Mil | 4.23% | 3.66% | 50 | 73 | 61 | 0.780% | $5,000 | No Load | Open |
| MassMutual Total Return Bond Adm | MSPLX | Intermediate Core-Plus Bond | 812.51 Mil | 4.38% | 3.76% | 90 | 80 | 81 | 0.630% | — | No Load | Open |
| MassMutual Total Return Bond Svc | MSPHX | Intermediate Core-Plus Bond | 812.51 Mil | 4.48% | 3.83% | 88 | 78 | 75 | 0.530% | — | No Load | Open |
| Segall Bryant & Hamill Plus Bond Ret | WTIBX | Intermediate Core-Plus Bond | 735.70 Mil | 4.74% | 3.82% | 21 | 28 | 24 | 0.550% | $2,500 | No Load | Open |
| BlackRock Diversified Fixed Income | BDVFX | Intermediate Core-Plus Bond | 685.64 Mil | — | 4.74% | — | — | — | 0.150% | — | No Load | Open |
| T. Rowe Price Total Return | PTTFX | Intermediate Core-Plus Bond | 653.18 Mil | 5.21% | 4.94% | 85 | 64 | — | 0.460% | $2,500 | No Load | Open |
| T. Rowe Price Total Return Advisor | PTATX | Intermediate Core-Plus Bond | 653.18 Mil | 4.93% | 4.65% | 91 | 79 | — | 0.750% | $2,500 | No Load | Open |
| Brown Advisory Sustainable Bond Investor | BASBX | Intermediate Core-Plus Bond | 513.69 Mil | — | 3.96% | 87 | 73 | — | 0.520% | $100 | No Load | Open |
| Vanguard Core-Plus Bond Investor | VCPIX | Intermediate Core-Plus Bond | 512.53 Mil | 4.83% | 4.63% | — | — | — | 0.300% | $3,000 | No Load | Open |
| PACE Strategic Fixed Income P | PCSIX | Intermediate Core-Plus Bond | 438.98 Mil | 2.16% | 5.46% | 17 | 14 | 13 | 0.650% | $10,000 | No Load | Open |
| Western Asset Mortgage Total Ret 1 | SGVSX | Intermediate Core-Plus Bond | 403.43 Mil | 4.85% | 4.77% | 75 | 96 | 66 | 0.690% | — | No Load | Closed |
| AMG GW&K ESG Bond N | MGFIX | Intermediate Core-Plus Bond | 401.94 Mil | 4.11% | 3.11% | 39 | 49 | 40 | 0.680% | $2,000 | No Load | Open |
| MassMutual Strategic Bond Adm | MSBLX | Intermediate Core-Plus Bond | 385.85 Mil | 4.44% | 4.09% | 94 | 83 | 56 | 0.860% | — | No Load | Open |
| MassMutual Strategic Bond Svc | MBSYX | Intermediate Core-Plus Bond | 385.85 Mil | 4.54% | 4.16% | 93 | 79 | 48 | 0.760% | — | No Load | Open |
| American Century Core Plus Inv | ACCNX | Intermediate Core-Plus Bond | 385.04 Mil | 4.60% | 4.32% | 78 | 76 | 61 | 0.550% | $2,500 | No Load | Open |
| American Century Core Plus G | ACCYX | Intermediate Core-Plus Bond | 385.04 Mil | 5.45% | 4.87% | 57 | — | — | 0.010% | — | No Load | Open |
| New Covenant Income | NCICX | Intermediate Core-Plus Bond | 336.59 Mil | 3.63% | 2.94% | 37 | 68 | 82 | 0.750% | $500 | No Load | Open |
| Northern Fixed Income | NOFIX | Intermediate Core-Plus Bond | 336.27 Mil | 4.41% | 3.94% | 50 | 52 | 53 | 0.450% | $2,500 | No Load | Open |
| Goldman Sachs Bond Service | GSNSX | Intermediate Core-Plus Bond | 327.97 Mil | 4.30% | 3.73% | 87 | 72 | 83 | 0.970% | — | No Load | Open |
| Goldman Sachs Bond Investor | GSNTX | Intermediate Core-Plus Bond | 327.97 Mil | 4.72% | 4.10% | 73 | 46 | 54 | 0.550% | — | No Load | Open |
| Goldman Sachs Bond P | GMVPX | Intermediate Core-Plus Bond | 327.97 Mil | 4.81% | 4.20% | 70 | 41 | — | 0.460% | — | No Load | Open |
| Aspiriant Risk-Managed Taxable Bond | RMTBX | Intermediate Core-Plus Bond | 278.07 Mil | — | 5.25% | 8 | 24 | — | 1.080% | — | No Load | Open |
| Parnassus Fixed-Income | PRFIX | Intermediate Core-Plus Bond | 275.03 Mil | — | 3.26% | 53 | 74 | 77 | 0.580% | $2,000 | No Load | Open |
| DWS Total Return Bond S | SCSBX | Intermediate Core-Plus Bond | 269.27 Mil | 5.00% | 4.16% | 64 | 55 | 53 | 0.550% | $2,500 | No Load | Open |
| Touchstone Active Bond Y | TOBYX | Intermediate Core-Plus Bond | 247.85 Mil | 4.34% | 3.97% | 47 | 29 | 37 | 0.580% | $2,500 | No Load | Open |
| Domini Impact Bond Investor | DSBFX | Intermediate Core-Plus Bond | 228.71 Mil | — | 2.70% | 75 | 51 | 62 | 0.870% | $2,500 | No Load | Open |
| VY® BrandywineGLOBAL-Bond Port | VGSBX | Intermediate Core-Plus Bond | 228.29 Mil | 4.22% | 2.22% | 78 | 3 | — | 0.550% | — | No Load | Open |
| Horizon Active Income A | AIHAX | Intermediate Core-Plus Bond | 220.53 Mil | — | 3.73% | 86 | 89 | — | 1.470% | $2,500 | No Load | Open |
| Horizon Active Income Investor | AIMNX | Intermediate Core-Plus Bond | 220.53 Mil | — | 3.99% | 84 | 87 | 100 | 1.320% | $2,500 | No Load | Open |
| AB Total Return Bond Advisor | ABQYX | Intermediate Core-Plus Bond | 164.51 Mil | 4.46% | 4.24% | 55 | 73 | 49 | 0.520% | — | No Load | Open |
| TIAA-CREF Green Bond Premier | TGRLX | Intermediate Core-Plus Bond | 154.75 Mil | 4.92% | 3.96% | 28 | 33 | — | 0.600% | — | No Load | Open |
| TIAA-CREF Green Bond Advisor | TGRKX | Intermediate Core-Plus Bond | 154.75 Mil | 4.99% | 4.02% | 24 | 30 | — | 0.600% | — | No Load | Open |
| TIAA-CREF Green Bond Retail | TGROX | Intermediate Core-Plus Bond | 154.75 Mil | 4.77% | 3.81% | 36 | 42 | — | 0.800% | $2,500 | No Load | Open |
| Oakmark Bond Investor | OAKCX | Intermediate Core-Plus Bond | 153.90 Mil | 5.06% | 4.40% | — | — | — | 0.740% | $1,000 | No Load | Open |
| AAMA Income | AMFIX | Intermediate Core-Plus Bond | 147.72 Mil | — | 1.89% | 4 | 70 | — | 0.950% | $10,000 | No Load | Open |
| Elfun Income | EINFX | Intermediate Core-Plus Bond | 142.02 Mil | 4.73% | 3.89% | 73 | 75 | 64 | 0.320% | $500 | No Load | Open |
| MassMutual Diversified Bond Adm | MDBLX | Intermediate Core-Plus Bond | 129.64 Mil | 4.92% | 5.25% | 78 | 50 | 47 | 0.910% | — | No Load | Open |
| MassMutual Diversified Bond Svc | MDBYX | Intermediate Core-Plus Bond | 129.64 Mil | 5.03% | 5.39% | 73 | 44 | 43 | 0.810% | — | No Load | Open |
| AMG Beutel Goodman Core Plus Bond N | ADBLX | Intermediate Core-Plus Bond | 123.19 Mil | 4.24% | 4.01% | 77 | 92 | 76 | 0.680% | $2,000 | No Load | Open |
| Guidepath® Income | GPINX | Intermediate Core-Plus Bond | 87.04 Mil | — | 3.61% | 60 | 95 | — | 0.910% | — | No Load | Open |
| Fidelity SAI Sustainable Core Plus Bond | FIABX | Intermediate Core-Plus Bond | 61.48 Mil | 4.69% | 3.82% | — | — | — | 0.360% | — | No Load | Open |
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.