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Intermediate-Term Core-Plus Bond Funds

Intermediate-term core-plus bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, but generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging-markets debt, and non-U.S. currency 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 %
0.930
0.609
99
0.520
3.720
50
40
7
0.680
1.735
50
37
19
2.200
4.858
1
2
3
0.980
2.612
64
75
87
0.470
3.505
4
0.730
2.107
48
40
46
0.480
1.808
76
70
0.410
1.989
20
19
22
0.870
1.525
28
37
87
0.290
2.272
64
63
65
0.450
2.566
27
42
31
0.950
2.103
98
0.380
3.393
37
33
42
0.770
3.337
35
31
14
0.390
0.730
2.338
14
18
14
0.700
1.831
99
98
0.520
2.024

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