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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 %
0.550
1.444
41
53
38
0.700
0.921
48
62
50
0.550
2.333
41
38
49
0.720
1.854
89
85
73
0.520
1.760
9
10
26
0.610
2.539
36
27
14
0.580
1.386
0.260
2.259
24
0.710
1.742
14
17
6
0.610
1.790
47
60
45
0.500
2.055
39
28
42
0.840
1.305
35
58
85
0.520
2.021
40
29
18
0.280
0.773
0.150
2.083
60
59
66
0.410
1.682
37
48
41
0.330
2.156
30
27
54
0.480
1.063
0.460
1.673
66
68
0.900
1.499
81
79
78
0.400
1.239
69
0.650
2.806

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