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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
0.573
100
0.530
3.568
41
26
9
0.680
1.737
44
31
14
2.910
4.472
1
2
3
0.980
2.557
91
89
89
0.480
3.113
3
0.730
1.889
60
50
59
0.480
1.636
80
76
0.420
1.867
31
27
23
0.870
1.355
27
39
87
0.270
2.210
56
60
66
0.000
2.410
4
0.450
2.334
12
37
28
0.950
2.260
97
0.380
2.914
50
36
41
0.770
2.917
27
30
11
0.730
2.255
9
17
12
0.700
1.643
98
98

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