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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
2.068
51
44
55
0.530
2.180
75
56
45
0.820
2.582
37
30
35
0.730
1.999
75
20
41
0.170
2.514
47
63
50
0.290
1.988
50
53
35
0.300
2.380
39
34
20
0.450
2.310
0.930
2.090
78
31
22
0.500
2.795
15
19
18

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