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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
0.618
100
0.530
3.695
43
18
8
0.680
2.111
68
29
16
0.380
1.629
84
2.910
4.099
7
6
1
0.980
2.559
91
85
88
0.480
3.086
3
0.310
2.308
54
39
17
0.730
1.898
54
48
68
0.480
1.728
71
67
0.420
1.951
26
17
23
0.870
1.425
22
50
92
0.270
2.368
50
65
64
0.000
2.452
5
0.600
1.394
97
98
0.950
2.135
99
0.510
1.906
41
37
39
0.770
2.944
34
29
11
0.730
2.382
19
15
10
0.700
1.392
98
99
0.520
1.599

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