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Commentary

12 Charts on Morningstar's New U.S. Core Bond Categories

Putting the new categories to work.

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This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud.

At the beginning of May, we rolled out two new bond Morningstar Categories, splitting up the intermediate-bond category--the largest fund category by assets--into intermediate core bond and intermediate core-plus bond. As the "core" element of their names suggests, these funds often act as the foundation for investors' fixed-income portfolios.

Tom Lauricella does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.