The Best Intermediate Core Bond Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Intermediate Core Bond mutual funds.
- Number of Funds
- 107
- Avg. Expense Ratio
- 0.48%
- Avg. Yield
- 4.32%
- Avg. 1 Year Return
- 4.46%
- Median Risk/Return Score
- 19 / 100
The Best Intermediate Core Bond Mutual Funds
106 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Western Asset Core Bond Fund | Intermediate Core Bond | Sep 4, 1990 | 0.46% | -0.08% | 1.53% | 3.94% | 19 | ||||||||
| Western Asset Intermediate Bond Fund | Intermediate Core Bond | Jul 1, 1994 | 0.56% | -0.12% | 1.88% | 3.66% | 20 | ||||||||
| iShares U.S. Aggregate Bond Index Fund | Intermediate Core Bond | Jul 2, 1993 | 0.05% | 0.32% | 1.96% | 3.91% | 19 | ||||||||
| Wilmington Broad Market Bond Fund | Intermediate Core Bond | Jul 16, 1993 | 0.57% | 0.09% | — | 3.81% | 17 | ||||||||
| WesMark Government Bond Fund | Intermediate Core Bond | Apr 20, 1998 | 1.03% | -0.03% | -0.20% | 3.57% | 14 | ||||||||
| JPMorgan Core Bond Fund | Intermediate Core Bond | May 31, 1991 | 0.50% | 0.25% | 1.92% | 4.07% | 18 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Intermediate Core Bond Mutual funds by Risk/Return Score
The top Intermediate Core Bond Mutual funds by PortfoliosLab Risk/Return Score are LSSAX (61) and PCGTX (50).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Loomis Sayles Securitized Asset Fund | 61 | — | Mar 2006 | |
| PACE Mortgage-Backed Securities Fixed Income Inves... | 50 | — | Aug 1995 | |
| Hartford Schroders Tax-Aware Bond Fund | 49 | — | Oct 2011 | |
| Manning & Napier Credit Series | 39 | — | Apr 2020 | |
| Federated Hermes Mortgage Strategy Portfolio | 38 | — | Dec 2007 |
Best-Performing Intermediate Core Bond Mutual funds Over 5 Years
The top Intermediate Core Bond Mutual funds is MCBDX (6.67%).
Across the lineup, Intermediate Core Bond Mutual funds show an average 1-year return of 4.46% and an average 5-year return of -0.06%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| MassMutual Core Bond Fund | 6.67% | — | Sep 1994 | |
| Manning & Napier Credit Series | 1.57% | — | Apr 2020 | |
| Loomis Sayles Securitized Asset Fund | 1.38% | — | Mar 2006 | |
| DFA Diversified Fixed Income Portfolio | 1.34% | — | Aug 2016 | |
| Baird Intermediate Bond Fund Class Institutional | 1.18% | — | Sep 2000 |
Lowest-Cost Intermediate Core Bond Mutual funds
The top Intermediate Core Bond Mutual funds is FMBPX (0.02%).
With an average expense ratio of 0.48%, Intermediate Core Bond Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Federated Hermes Mortgage Strategy Portfolio | 0.02% | — | Dec 2007 | |
| State Street Aggregate Bond Index Portfolio | 0.02% | — | Sep 2014 | |
| Fisher Investments Institutional Group Fixed Incom... | 0.03% | — | Dec 2019 | |
| Fisher Investments Institutional Group ESG Fixed I... | 0.04% | — | Dec 2019 | |
| iShares U.S. Aggregate Bond Index Fund | 0.05% | — | Jul 1993 |
Highest-Yield Intermediate Core Bond Mutual funds
The top Intermediate Core Bond Mutual funds is CCIF (36.64%).
Across the lineup, Intermediate Core Bond Mutual funds show an average dividend yield of 4.32%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Carlyle Credit Income Fund | 36.64% | — | Dec 2011 | |
| T. Rowe Price New Income Fund | 5.96% | — | Aug 1973 | |
| PACE Intermediate Fixed Income Investments | 5.49% | — | Aug 1995 | |
| Russell Investments Investment Grade Bond Fund | 5.43% | — | Mar 2000 | |
| Federated Hermes Mortgage Strategy Portfolio | 5.03% | — | Dec 2007 |
Top Mutual funds Categories
Target Retirement Date · 675 Mutual fundsDiversified Portfolio · 554 Mutual fundsMunicipal Bonds · 504 Mutual fundsForeign Large Cap Equities · 447 Mutual fundsLarge Cap Growth Equities · 432 Mutual fundsLarge Cap Blend Equities · 412 Mutual fundsLarge Cap Value Equities · 337 Mutual fundsGlobal Equities · 261 Mutual fundsHigh Yield Bonds · 208 Mutual fundsSmall Cap Blend Equities · 178 Mutual fundsEmerging Markets Diversified · 174 Mutual fundsSmall Cap Growth Equities · 174 Mutual fundsMid Cap Growth Equities · 168 Mutual fundsShort-Term Bond · 139 Mutual fundsIntermediate Core-Plus Bond · 134 Mutual fundsMid Cap Blend Equities · 132 Mutual fundsSmall Cap Value Equities · 131 Mutual fundsMid Cap Value Equities · 115 Mutual fundsREIT · 115 Mutual fundsTotal Bond Market · 104 Mutual fundsMultisector Bonds · 103 Mutual fundsForeign Small & Mid Cap Equities · 101 Mutual fundsGovernment Bonds · 100 Mutual fundsEnergy Equities · 88 Mutual fundsGlobal Allocation · 86 Mutual fundsEmerging Markets Bonds · 83 Mutual fundsTactical Allocation · 81 Mutual fundsTechnology Equities · 80 Mutual fundsGlobal Bonds · 75 Mutual fundsNontraditional Bonds · 75 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
ABNFX vs. CGCPABNFX vs. BNDABNFX vs. FTBFXABNFX vs. SCHZABNFX vs. FIPDXVBMFX vs. BNDVBMFX vs. VBTLXVBMFX vs. DODLXVBMFX vs. VTSAXVBMFX vs. GIBIXABNDX vs. BNDABNDX vs. ANBAXABNDX vs. FTBFXABNDX vs. FBKWXABNDX vs. TFBYXWOBDX vs. HLIPXWOBDX vs. DBLTXWOBDX vs. BSCSWOBDX vs. UCONWOBDX vs. PRCIXBIMIX vs. DODIXBIMIX vs. MMIBXBIMIX vs. NETBIMIX vs. PIMIXBIMIX vs. AVEFXBFFAX vs. GSLCBFFAX vs. AGGBFFAX vs. TAUSXBFFAX vs. FTBFXBFFAX vs. PIMIXTBIIX vs. VBTLXTBIIX vs. PSTTBIIX vs. NOBOXTBIIX vs. BKLNTBIIX vs. BILWFBIX vs. BNDWFBIX vs. PIMIXWFBIX vs. VBTLXWFBIX vs. FBNDWFBIX vs. VFTAXDFAPX vs. USIGDFAPX vs. DGSFXDFAPX vs. BILDXDFAPX vs. SPYDFAPX vs. UCONBAGSX vs. BKAGBAGSX vs. BIMSXBAGSX vs. VPLSBAGSX vs. EAGGBAGSX vs. TSBIX