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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| PMC Core Fixed Income | PMFIX | Intermediate Core-Plus Bond | 38.34 Mil | 4.56% | 3.59% | 59 | 48 | 70 | 0.850% | $250 | No Load | Open |
| AMG GW&K Enhanced Core Bond ESG N | MFDAX | Intermediate Core-Plus Bond | 37.17 Mil | 4.13% | 3.47% | 76 | 54 | 84 | 0.730% | $2,000 | No Load | Open |
| Fidelity Sustainable Cr Pl Bd | FIAEX | Intermediate Core-Plus Bond | 34.90 Mil | 5.03% | 3.87% | — | — | — | 0.450% | — | No Load | Open |
| Fidelity Environmental Bond | FFEBX | Intermediate Core-Plus Bond | 34.34 Mil | 4.34% | 3.21% | — | — | — | 0.450% | — | No Load | Open |
| Metropolitan West Invstmt Gr Crdt M | MWISX | Intermediate Core-Plus Bond | 25.06 Mil | 5.12% | 5.43% | 12 | 8 | — | 0.710% | $5,000 | No Load | Open |
| Optima Strategic Credit Founders | OPTCX | Intermediate Core-Plus Bond | 20.51 Mil | — | 5.47% | — | — | — | 1.180% | $10,000 | No Load | Open |
| Archer Income | ARINX | Intermediate Core-Plus Bond | 17.65 Mil | — | 3.95% | 2 | 7 | 25 | 0.980% | $2,500 | No Load | Open |
| MetWest Sustainable Securitized M | MWERX | Intermediate Core-Plus Bond | 8.69 Mil | 8.41% | 6.00% | — | — | — | 0.710% | $5,000 | No Load | Open |
| Cavanal Hill Strategic Enhanced Yld Inv | APENX | Intermediate Core-Plus Bond | 6.65 Mil | 4.29% | 4.84% | 20 | 59 | — | 1.010% | $100 | No Load | Open |
| Payden Securitized Income Investor | PYSFX | Intermediate Core-Plus Bond | 199.00 | — | — | — | — | — | 0.650% | $5,000 | 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.