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Morningstar

Intermediate-Term Core Bond Funds

Intermediate-term core bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, and hold less than 5% in below-investment-grade 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 %
AMG GW&K Core Bond ESG
0.550%
2.600%
47%
59%
65%
Allspring Core Bond Fund
0.650%
2.710%
58%
60%
57%
American Beacon GarciaHmltnQual Bd Fd
0.450%
3.059%
7%
82%
—
American Century Diversified Bond Fund
0.390%
3.401%
38%
43%
38%
American Funds Bond Fund of Amer
0.590%
3.005%
24%
6%
18%
Aristotle ESG Core Bond Fund
0.480%
2.628%
—
—
—
BNY Mellon Bond Fund
0.550%
2.987%
49%
44%
54%
BNY Mellon Bond Market Index Fund
0.150%
2.957%
84%
55%
55%
Baird Aggregate Bond Fund
0.300%
3.044%
34%
20%
9%
Baird Intermediate Bond Fund
0.300%
2.658%
7%
6%
16%
BlackRock Advantage CoreAlpha Bond Fund
0.290%
2.749%
49%
39%
28%
BlackRock Core Bond Portfolio
0.440%
3.054%
23%
21%
19%
BlackRock Sustainable Advantage CrAlp Bd
0.240%
2.770%
83%
30%
—
Bridge Builder Core Bond Fund
0.130%
3.370%
21%
10%
—
CCM Community Impact Bond Fund
0.880%
2.051%
71%
93%
95%
Calvert Core Bond Fund
0.740%
2.966%
2%
1%
1%
Carillon Reams Core Bond Fund
0.400%
2.891%
15%
1%
7%
Cavanal Hill Bond Fund
0.740%
2.634%
73%
85%
83%
Columbia Bond Fund
0.520%
3.576%
12%
31%
31%
Commerce Bond Fund
0.640%
3.115%
11%
28%
13%
Curasset Capital Management Core Bond Fd
0.360%
3.503%
—
—
—
DFA Diversified Fixed Income Portfolio
0.150%
2.531%
19%
14%
—
DFA Investment Grade Portfolio
0.190%
2.647%
43%
9%
17%
DFA Social Fixed Income Portfolio
0.210%
2.493%
45%
13%
—
Diamond Hill Core Bond Fund
0.350%
3.843%
15%
5%
—
Dupree Taxable Municipal Bond Fund
1.000%
4.347%
100%
100%
66%
Empower Bond Index Fund
0.500%
1.451%
94%
84%
80%
Empower Core Bond Fund
0.700%
1.668%
51%
69%
56%
Eventide Core Bond Fund
0.580%
2.406%
—
—
—
Federated Hermes Core Bond
0.340%
3.670%
7%
72%
60%
Federated Hermes Mortgage Strategy Port
0.020%
3.683%
—
—
—
Fidelity Advisor® Mortgage Securities Fd
0.450%
2.629%
87%
90%
73%
Fidelity® Education Income Fund
0.000
0.000%
—
—
—
Fidelity® Flex US Bond Index Fd
0.000
2.486%
80%
41%
—
Fidelity® Intermediate Bond Fund
0.450%
2.469%
6%
7%
25%
Fidelity® Investment Grade Bond Fund
0.450%
3.142%
15%
5%
8%
Fidelity® Series Bond Index Fund
0.000
2.633%
42%
—
—
Fidelity® Series Investment Grade Bd Fd
0.000
3.623%
5%
3%
3%
Fidelity® Sustainability Bond Index Fund
0.100%
2.423%
87%
—
—
Fidelity® US Bond Index Fund
0.025%
2.634%
80%
38%
39%
Fisher IIG ESG Fixed Inc Fd for Ret Plns
0.020%
2.494%
27%
—
—
Fisher IIG Fxd Inc Fd for Ret Plns
0.010%
2.451%
20%
—
—
Glenmede Core Fixed Income Portfolio
0.540%
2.417%
98%
86%
87%
Goldman Sachs Core Fixed Income Fund
0.380%
3.324%
26%
15%
16%
Guggenheim Core Bond Fund
0.770%
3.739%
13%
40%
2%
GuideMark® Core Fixed Income Fund
0.950%
2.396%
76%
85%
90%
GuideStone Impact Bond Fd
0.500%
—
—
—
—
Harbor Core Bond Fund
0.260%
3.733%
43%
—
—
Hartford Schroders Sust Core Bd Fd
0.320%
3.478%
40%
17%
—
Hartford Schroders Tax-Aware Bond Fd
0.490%
2.736%
4%
3%
2%
Homestead Intermediate Bond Fund
0.800%
2.658%
33%
—
—
Impax Core Bond Fund
0.460%
2.779%
60%
57%
—
Invesco Core Bond Fund
0.710%
3.749%
44%
36%
18%
Invesco Intermediate Bond Factor Fund
0.270%
4.169%
16%
25%
4%
JHFunds2 Core Bond Fund
0.610%
2.854%
55%
58%
54%
JHancock ESG Core Bond Fund
0.460%
2.706%
15%
20%
—
JHancock Investment Grade Bond Fund
0.740%
3.219%
41%
58%
40%
JPMorgan Core Bond Fund
0.500%
3.086%
24%
14%
20%
JPMorgan Mortgage Backed Securities Fund
0.400%
2.919%
12%
15%
12%
Johnson Fixed Income Fund
0.850%
2.051%
95%
77%
60%
Johnson Institutional Core Bond Fund
0.250%
2.599%
84%
19%
11%
Johnson Institutional Intermediate Bd Fd
0.250%
2.432%
17%
11%
15%
Knights of Columbus Core Bond Fund
0.500%
2.884%
26%
54%
—
Loomis Sayles Securitized Asset Fund
0.000
5.880%
9%
23%
5%
Lord Abbett Core Fixed Income Fund
0.330%
4.108%
31%
30%
35%
MFS Core Bond Fund
0.390%
—
—
—
—
Madison Core Bond Fund
0.850%
2.193%
37%
41%
61%
MainStay MacKay US Infrastructure Bd Fd
1.870%
2.559%
59%
92%
99%
Manning & Napier Core Bond Series
0.700%
3.101%
44%
55%
67%
Manning & Napier Credit Series
0.100%
4.163%
—
—
—
MassMutual Core Bond Fund
0.520%
3.748%
7%
31%
25%
Mesirow Enhanced Core Plus Fund
0.540%
3.462%
2%
—
—
Morgan Stanley Pathway Core F/ I Fd
0.530%
3.430%
49%
49%
34%
Morgan Stanley US Government Secs Tr
0.490%
3.630%
87%
88%
68%
Morningstar Total Return Bond Fund
0.540%
2.963%
36%
—
—
Mutual of America Bond Fund
0.430%
2.520%
97%
81%
33%
Nationwide Bond Fund
0.520%
3.167%
63%
69%
49%
Nationwide Bond Index Fund
0.220%
2.744%
84%
66%
61%
Nationwide Loomis Core Bond Fund
0.730%
2.845%
41%
26%
32%
Neuberger Berman Core Bond Fund
0.380%
3.961%
14%
18%
22%
New Covenant Income Fund
0.960%
2.453%
18%
65%
71%
North Square McKee Bond Fund
0.280%
2.802%
—
—
—
Northern Bond Index Fund
0.070%
2.792%
80%
51%
50%
Northern Core Bond Fund
0.420%
3.160%
40%
56%
48%
Old Westbury Fixed Income Fund
0.570%
2.261%
38%
25%
85%
PACE Intermediate Fixed Income Invmt
0.610%
4.225%
52%
60%
72%
PACE Mort-Backed Secs Fxd Inc Invests
0.720%
4.654%
67%
89%
74%
PGIM Core Bond Fund
0.330%
3.465%
37%
49%
78%
PGIM Core Conservative Bond Fund
0.500%
2.942%
88%
80%
—
PIMCO Total Return Fund IV
0.500%
3.730%
38%
29%
53%
PIMCO Total Return II Fund
0.500%
3.056%
65%
38%
48%
Praxis Impact Bond Fund
0.940%
2.196%
67%
79%
72%
Principal Bond Market Index Fund
0.160%
1.617%
81%
55%
52%
Principal Core Fixed Income
0.760%
2.663%
19%
56%
24%
Putnam Core Bond Fund
0.390%
6.752%
1%
7%
5%
Quantified Government Income Tactical Fd
1.710%
0.000%
—
—
—
RBC Impact Bond Fund
0.400%
2.859%
90%
77%
—
Russell Inv Investment Grade Bond Fund
0.320%
1.964%
30%
40%
33%
SEI Core Fixed Income (SIIT) Fund
0.120%
3.534%
35%
12%
6%
SEI Core Fixed Income (SIMT) Fund
0.660%
3.032%
57%
59%
23%

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