Skip to Content
Morningstar
Get 14 Days Free

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.

Intermediate-Term Core-Plus Bond Funds
Fund Name
Adjusted Expense Ratio %
12 Month Yield %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
PACE Strategic Fixed Income Invmt 0.700 3.43 14 16 15
PGIM Total Return Bond Fund 0.760 3.17 41 31 15
PIMCO Climate Bond Fund 0.500 — — — —
PIMCO Moderate Duration Fund 0.460 2.59 42 48 74
PIMCO Mortgage-Backed Securities Fund 0.500 3.51 32 15 59
PIMCO Total Return ESG Fund 0.500 3.40 14 25 51
PIMCO Total Return Fund 0.460 3.54 8 14 32
PMC Core Fixed Income Fund 1.010 2.26 60 74 85
PPM Core Plus Fixed Income Fund 0.500 2.78 — — —
Pacific Funds Core Income 0.550 2.92 46 42 —
Parnassus Fixed Income Fund 0.680 2.02 8 11 83
Payden Core Bond Fund 0.530 2.93 61 46 55
Pioneer Bond Fund 0.840 3.10 94 91 72
Principal Core Plus Bond Fund 0.720 3.29 35 44 46
Putnam Income Fund 0.740 3.12 5 27 19
Putnam Mortgage Securities Fund 0.750 5.01 99 99 100
Russell Inv Strategic Bond Fund 0.850 2.33 67 72 70
SEI Catholic Values Fixed Inc (SCVT)Fd 0.710 2.63 31 — —
Schroder Total Return Fixed Income Fund 0.400 2.82 28 45 63
Segall Bryant & Hamill Plus Bond Fund 0.550 3.05 24 22 44
State Street Active Core Bond Fund 0.260 2.87 21 23 37
Strategic Advisers® Core Income Fund 0.440 3.10 17 11 31
Strategic Advisers® Fidelity® Core IncFd 0.280 2.76 — — —
Symmetry Panoramic US Fixed Income Fund 0.480 1.96 — — —
T. Rowe Price Institutional Core Plus Fd 0.400 2.96 65 60 58
T. Rowe Price Total Return Fund 0.420 3.56 39 — —
TCW Total Return Bond Fund 0.490 3.85 4 6 3
TIAA-CREF Core Bond Fund 0.300 2.77 40 23 35
TIAA-CREF Core Impact Bond Fund 0.370 2.62 35 29 —
TIAA-CREF Core Plus Bond 0.300 2.98 55 35 23
TIAA-CREF Green Bond Fund 0.450 3.04 — — —
Touchstone Active Bond Fund 0.900 2.55 81 72 73
Transamerica Asset Alloc Short Hrzn 0.830 2.54 86 78 64
Transamerica Bond 0.940 2.91 87 67 18
UBS Total Return Bond Fund 0.500 2.72 44 88 17
USAA Income Fund 0.520 3.14 58 39 36
USAA Intermediate Term Bond Fund 0.590 3.44 57 36 9
VALIC Company II Core Bond Fund 0.770 1.98 32 41 43
VY® BrandywineGLOBAL-Bond Port 0.580 1.86 33 34 —
Victory INCORE Investment Quality Bd Fd 0.900 2.29 49 57 69
Victory INCORE Total Return Bond Fund 0.600 2.75 40 63 51
Virtus Newfleet Core Plus Bond Fund 0.550 3.10 64 38 35
Virtus Seix Total Return Bond Fund 0.460 1.64 7 7 39
Voya Intermediate Bond Fund 0.700 3.24 49 46 19
Voya Intermediate Bond Port 0.550 3.43 38 25 11
Weitz Core Plus Income Fund 0.400 2.96 79 31 —
Wells Fargo Core Plus Bond Fund 0.740 2.70 36 7 24
Western Asset Core Plus Bond Fund 0.450 3.51 11 3 6
Western Asset Mortgage Total Return Fd 0.950 4.07 77 78 26
Western Asset SMASh Series M Fund 0.000 2.84 2 1 1
William Blair Bond Fund 0.380 4.04 41 30 23

Sponsor Center