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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 %
0.500%
3.598%
3%
2%
0.920%
0.858%
24%
82%
0.520%
4.376%
87%
72%
18%
0.770%
3.694%
84%
82%
71%
0.680%
2.230%
65%
53%
20%
0.480%
2.460%
39%
30%
54%
0.680%
2.808%
13%
16%
12%
1.400%
2.318%
0.600%
0.340%
3.241%
54%
58%
57%
0.970%
2.696%
4%
9%
40%
0.470%
4.338%
6%
0.400%
3.248%
25%
13%
13%
0.300%
3.034%
35%
22%
17%
0.380%
3.125%
45%
41%
16%
0.650%
3.300%
51%
57%
52%
0.730%
2.844%
34%
36%
50%
0.480%
2.164%
66%
56%
0.890%
2.891%
96%
96%
93%
0.490%
3.857%
49%
31%
38%
0.550%
3.049%
61%
62%
67%
0.700%
2.915%
62%
67%
47%
0.410%
2.737%
9%
7%
8%
0.870%
2.332%
44%
46%
77%
0.490%
2.942%
24%
20%
36%
0.290%
2.791%
59%
55%
53%
0.300%
3.428%
15%
0.450%
3.351%
21%
17%
16%
0.300%
3.351%
13%
11%
0.630%
3.488%
77%
79%
79%
0.450%
3.326%
50%
44%
45%
1.140%
1.533%
97%
0.380%
3.361%
33%
37%
46%
0.390%
3.072%
46%
33%
33%
1.310%
1.636%
79%
97%
0.510%
3.714%
38%
32%
11%
0.760%
3.218%
57%
53%
23%
0.460%
3.322%
33%
28%
20%
0.460%
2.356%
74%
66%
42%
0.450%
2.567%
0.390%
4.110%
38%
27%
0.400%
3.727%
49%
56%
50%
0.730%
2.991%
27%
26%
15%
0.450%
3.168%
48%
44%
44%
0.520%
1.512%
82%
61%
25%
0.160%
3.194%
41%
32%
37%
0.700%
2.739%
95%
99%
0.500%
2.735%

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