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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 %
0.460
2.701
47
43
51
0.530
2.720
72
67
34
0.820
1.752
21
22
22
0.730
4.157
81
37
32
0.170
2.399
52
46
58
0.290
2.357
59
45
33
0.300
2.866
48
35
24
0.450
2.667
32
0.880
2.513
73
70
17
0.440
3.009
28
20
19

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