Advertisement

Skip to Content

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 %

1290 Diversified Bond Fund

0.500%

3.767%

2%

1%

—

AAMA Income Fund

0.920%

1.109%

82%

93%

—

0.520%

5.053%

27%

78%

21%

AB Total Return Bond Portfolio

0.770%

4.221%

33%

83%

70%

ALPS/Smith Total Return Bond Fund

0.640%

3.420%

27%

—

—

AMG Beutel Goodman Core Plus Bond Fund

0.490%

4.158%

22%

79%

46%

AMG GW&K ESG Bond Fund

0.680%

2.576%

15%

54%

24%

AMG GW&K Enhanced Core Bond ESG

0.480%

2.946%

47%

16%

53%

Allspring Core Plus Bond Fund

0.680%

3.249%

20%

12%

9%

Ambassador Fund

1.550%

2.614%

—

—

—

Ambrus Core Bond Fund

0.500%

—

—

—

—

American Century Core Plus Fund

0.340%

3.825%

50%

51%

46%

American Funds Strategic Bond Fund

0.460%

5.486%

25%

1%

—

Amundi Climate Transition Core Bond Fund

0.450%

—

—

—

—

Angel Oak Total Return Bond Fund

0.590%

3.712%

—

—

—

Archer Income Fund

0.970%

3.073%

9%

37%

69%

Aristotle Core Income Fund

0.550%

3.804%

9%

5%

8%

Aspiriant Risk-Managed Taxable Bond Fund

0.690%

4.542%

46%

57%

—

BBH Income Fund

0.470%

4.895%

8%

—

—

BNY Mellon Core Plus Fund

0.400%

3.604%

21%

9%

10%

Baird Core Plus Bond Fund

0.300%

3.289%

48%

17%

17%

Bernstein Intermediate Duration Instl Pt

0.450%

3.144%

70%

64%

43%

BlackRock Sustainable Total Return Fund

0.760%

2.866%

—

—

—

BlackRock Total Return Fund

0.380%

3.714%

43%

26%

15%

Blackrock Diversified Fixed Income Fund

0.150%

—

—

—

—

Brandes Core Plus Fixed Income Fund

0.300%

3.319%

44%

37%

45%

Bridge Builder Core Plus Bond Fund

0.180%

4.189%

25%

9%

—

Brown Advisory Sustainable Bond Fund

0.490%

2.649%

43%

42%

—

Brown Advisory Total Return Fund

0.420%

2.742%

18%

19%

—

Calamos Total Return Bond Fund

0.650%

3.620%

76%

54%

48%

Calvert Bond Fund

0.730%

3.387%

23%

32%

39%

Calvert Green Bond Fund

0.480%

2.420%

49%

65%

—

Calvert Mortgage Access Fund

0.490%

4.560%

—

—

—

Carillon Reams Core Plus Bond Fund

0.400%

4.404%

10%

1%

8%

Catholic Responsible Investments Bond Fd

0.360%

3.552%

—

—

—

City National Rochdale Interm Fxd Inc Fd

1.330%

2.234%

38%

59%

87%

Columbia Quality Income Fund

0.890%

3.367%

91%

96%

94%

Columbia Total Return Bond Fund

0.490%

3.848%

23%

20%

29%

DWS Total Return Bond Fund

0.550%

3.387%

58%

61%

63%

Delaware Diversified Income Fund

0.700%

3.795%

28%

38%

46%

Delaware Ivy Core Bond Fund

0.700%

3.654%

32%

68%

50%

Destinations Core Fixed Income Fund

0.790%

3.613%

90%

92%

—

Dodge & Cox Income Fund

0.410%

3.121%

14%

6%

7%

Domini Impact Bond Fund

0.870%

2.539%

78%

46%

75%

DoubleLine Core Fixed Income Fund

0.470%

4.422%

27%

70%

36%

DoubleLine Infrastructure Income Fund

0.570%

3.152%

6%

31%

—

DoubleLine Total Return Bond Fund

0.480%

3.994%

68%

81%

52%

Dunham Corporate/Government Bond Fund

1.340%

2.567%

34%

62%

77%

Eaton Vance Core Bond Fund

0.490%

3.343%

15%

16%

35%

Eaton Vance Total Return Bond Fund

0.490%

4.718%

1%

17%

8%

Elfun Income Fund

0.320%

3.232%

69%

49%

44%

Empower Core Strategies Flex Bd Fd

0.450%

1.754%

67%

—

—

Federated Hermes Total Return Bd Fd

0.390%

3.519%

24%

10%

14%

Fidelity Advisor® Environmental Bd Fund

0.600%

3.773%

—

—

—

Fidelity SAI Sustainable Core Pl Bd Fd

0.360%

3.652%

—

—

—

Fidelity Series Sustainable Inv Grd BdFd

0.000

—

—

—

—

Fidelity Sustainable Core Plus Bond Fund

0.450%

3.592%

—

—

—

Fidelity Sustainable Core Plus Bond Fund

0.360%

3.632%

—

—

—

Fidelity® SAI Total Bond Fund

0.300%

4.000%

17%

—

—

Fidelity® Total Bond Fund

0.450%

3.872%

24%

11%

14%

Fidelity® Total Bond K6 Fund

0.300%

3.911%

18%

8%

—

First Foundation Fixed Income Fund

0.950%

4.036%

12%

53%

51%

Franklin Strategic Mortgage Fund

0.750%

2.869%

92%

93%

84%

Franklin Total Return Fund

0.660%

3.523%

29%

71%

76%

GMO Multi-Sector Fixed Income Fund

0.450%

1.898%

96%

67%

66%

Goldman Sachs Bond Fund

0.450%

3.733%

55%

33%

39%

Guggenheim Total Return Bond Fund

0.480%

4.341%

32%

22%

1%

GuideStone Funds Medium-Duration Bond Fd

0.400%

3.116%

84%

61%

61%

Guidepath® Income Fund

1.140%

2.323%

94%

—

—

Harbor Core Plus Fund

0.380%

3.873%

65%

31%

42%

Hartford Total Return Bond Fund

0.380%

3.458%

54%

27%

30%

Hartford Total Return Bond HLS Fund

0.500%

3.173%

47%

29%

28%

Horizon Active Income Fund

1.220%

2.317%

79%

96%

—

Invesco Core Plus Bond Fd

0.510%

4.497%

31%

41%

10%

JHancock Bond Fund

0.760%

3.669%

49%

47%

28%

JPMorgan Core Plus Bond Fund

0.460%

3.698%

50%

20%

19%

JPMorgan Total Return Fund

0.460%

2.960%

85%

62%

42%

Janus Henderson Flexible Bond Fund

0.570%

3.329%

36%

17%

39%

Janus Henderson VIT Flexible Bond Port

0.570%

2.574%

38%

18%

40%

Johnson Core Plus Bond Fund

0.450%

2.819%

—

—

—

Leader Capital High Quality Income Fund

2.020%

4.711%

3%

1%

3%

Loomis Sayles Core Plus Bond Fund

0.740%

3.340%

49%

30%

28%

Loomis Sayles Investment Grade Bond Fund

0.490%

3.539%

4%

4%

6%

Loomis Sayles Investment Grade FixInc Fd

0.520%

3.392%

4%

30%

16%

Lord Abbett Core Plus Bond Fund

0.400%

4.711%

16%

21%

—

Lord Abbett Total Return Fund

0.410%

4.274%

44%

52%

48%

MFS Income Fund

0.730%

3.805%

10%

14%

14%

MFS Total Return Bond Fund

0.450%

3.739%

36%

31%

37%

MainStay MacKay Total Return Bond Fund

0.450%

4.182%

50%

45%

53%

MassMutual Diversified Bond Fund

0.640%

4.375%

16%

53%

42%

MassMutual Strategic Bond

0.560%

1.527%

38%

47%

19%

MassMutual Total Return Bond Fund

0.340%

2.661%

82%

38%

64%

Mercer Core Fixed Income Fund

0.160%

3.223%

71%

26%

36%

MetLife Core Plus Fund

0.700%

3.294%

95%

99%

—

MetWest ESG Securitized Fund

0.500%

3.342%

—

—

—

Metropolitan West Intermediate Bond Fund

0.470%

3.542%

31%

13%

58%

Metropolitan West Invstmt Gr Crdt Fund

0.490%

8.301%

13%

—

—

Metropolitan West Total Return Bond Fund

0.650%

3.394%

88%

59%

67%

Morgan Stanley Inst Core PlsFxdInc Port

0.420%

4.630%

34%

31%

1%

Morgan Stanley Mortgage Securities Trust

0.700%

4.988%

3%

11%

1%

Sponsor Center

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.