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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
0.674
19
80
0.520
3.781
90
88
18
0.680
2.014
55
57
19
1.400
0.590
2.434
0.980
2.701
4
8
40
0.470
3.655
6
0.730
2.233
31
30
51
0.480
1.887
67
50
0.870
1.661
44
41
80
0.290
2.265
65
61
61
0.450
2.857
52
48
39
1.140
1.830
97
0.380
3.644
44
46
46
0.770
3.486
63
52
21
0.730
2.342
31
27
16
0.700
2.331
95
98
0.500
1.422

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