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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
0.650
100
0.530
3.446
46
17
5
0.680
2.397
56
28
19
0.380
1.623
84
2.910
4.046
12
6
3
0.980
2.598
92
87
91
0.480
2.912
4
0.310
2.214
48
28
16
0.730
1.785
59
50
58
0.480
1.641
70
66
0.420
2.070
21
16
24
0.870
1.376
27
47
84
0.270
2.293
50
65
55
0.000
2.303
7
0.450
2.569
13
43
23
0.600
1.394
97
98
0.510
2.047
43
37
60
0.780
2.717
31
29
17
0.730
2.262
14
9
18
0.700
1.532
98
97
0.520
1.574
0.460
2.095
51
44
55

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