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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
1.873
83
68
64
0.700
1.474
60
66
56
0.550
2.826
45
49
54
0.720
2.365
72
73
72
0.520
2.277
42
33
40
0.600
3.023
25
21
9
0.500
1.223
90
83
81
0.700
1.343
80
68
60
0.580
1.885
0.260
3.170
29
0.710
2.367
48
44
15
0.610
2.083
50
60
49
0.500
2.471
18
10
24
0.390
0.850
1.627
23
35
63
0.520
2.626
82
60
30
0.800
1.928
20
54
70
0.280
1.662
0.070
2.461
59
51
52
0.420
2.405
78
62
51
0.330
2.451
65
52
78
0.480
1.705
0.460
2.113
45
53
0.880
1.860
68
70
67
0.400
1.819
63
0.650
3.734
8

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