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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 %
0.520
2.916
0.460
3.150
60
57
59
0.530
3.100
73
70
42
0.790
1.783
27
29
22
0.730
4.824
95
68
51
0.170
2.452
58
54
54
0.290
2.840
56
45
30
0.300
3.310
46
34
20
0.450
3.044
31
0.880
2.577
63
66
16
0.440
3.139
29
21
14
0.200
3.052

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