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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
1.497
40
60
29
0.550
2.337
38
41
51
0.740
1.757
86
89
74
0.520
1.884
7
6
25
0.610
2.566
41
17
14
0.580
1.497
0.370
1.968
18
0.710
1.448
18
19
3
0.600
1.774
42
62
44
0.510
2.026
91
0.500
2.112
29
34
46
0.840
1.377
36
48
85
0.520
2.049
43
37
18
0.150
2.092
56
65
69
0.410
1.651
45
54
42
0.330
2.191
29
32
56
0.460
1.796
66
0.900
1.564
79
76
76
0.400
1.464
67
0.650
3.161
0.320
1.890
5

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