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Intermediate-Term Core Bond Funds

Intermediate-term core bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, and hold less than 5% in below-investment-grade 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 %
0.560%
2.233%
82%
68%
65%
0.700%
2.081%
51%
64%
55%
0.550%
2.796%
48%
51%
52%
0.300%
2.677%
32%
22%
9%
0.300%
2.219%
4%
4%
13%
0.440%
2.520%
41%
24%
24%
0.130%
2.956%
18%
12%
0.880%
1.667%
53%
87%
93%
0.740%
2.278%
1%
1%
1%
0.740%
2.401%
81%
81%
81%
0.520%
2.913%
65%
53%
47%
0.600%
2.990%
26%
24%
11%
0.200%
2.540%
24%
14%
19%
0.350%
3.195%
10%
5%
1.000%
4.171%
100%
100%
63%
0.500%
1.187%
91%
83%
79%
0.700%
1.163%
83%
74%
60%
0.580%
2.262%
0.340%
3.591%
31%
67%
56%
0.025%
2.384%
40%
36%
38%
0.770%
3.280%
9%
28%
1%
0.500%
0.260%
3.230%
22%
0.460%
2.526%
42%
51%
0.710%
3.044%
36%
31%
13%
0.610%
2.321%
50%
61%
53%
0.460%
2.358%
7%
11%
0.500%
2.681%
18%
16%
25%
0.000
3.208%
4%
0.850%
1.944%
85%
78%
58%
0.390%
0.850%
1.901%
20%
29%
55%
0.100%
3.180%
0.520%
3.695%
36%
23%
24%
0.540%
3.165%
16%
0.430%
2.295%
86%
78%
27%
0.520%
2.836%
87%
68%
41%
0.220%
2.542%
74%
67%
62%
0.390%
3.526%
19%
21%
28%
0.960%
2.144%
29%
53%
70%
0.280%
2.180%
0.070%
2.538%
48%
44%
48%
0.420%
2.734%
69%
60%
51%
0.570%
2.020%
9%
15%
82%
0.330%
2.974%
64%
52%
78%
0.500%
3.370%
45%
31%
44%
0.500%
2.532%
59%
40%
45%
0.480%
2.063%
0.880%
1.984%
71%
73%
71%
0.740%
2.455%
46%
46%
24%
0.400%
2.370%
78%
82%
0.650%
7.383%
17%

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