The Best Intermediate Core-Plus Bond Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Intermediate Core-Plus Bond mutual funds.
- Number of Funds
- 134
- Avg. Expense Ratio
- 0.67%
- Avg. Yield
- 4.49%
- Avg. 1 Year Return
- 5.10%
- Median Risk/Return Score
- 24 / 100
The Best Intermediate Core-Plus Bond Mutual Funds
130 results
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-Plus Bond Mutual funds by Risk/Return Score
The top Intermediate Core-Plus Bond Mutual funds by PortfoliosLab Risk/Return Score are HOBIX (98) and LCTIX (93).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | |
| Leader Capital High Quality Income Fund Institutio... | 93 | — | Jul 2010 | |
| Leader Capital High Quality Floating Rate Fund Inv... | 91 | — | Jul 2010 | |
| MassMutual Diversified Bond Fund | 79 | — | May 1999 | |
| AAMA Income Fund | 72 | — | Jun 2017 |
Best-Performing Intermediate Core-Plus Bond Mutual funds Over 5 Years
The top Intermediate Core-Plus Bond Mutual funds is LCTIX (5.77%).
Across the lineup, Intermediate Core-Plus Bond Mutual funds show an average 1-year return of 5.10% and an average 5-year return of 0.39%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Leader Capital High Quality Income Fund Institutio... | 5.77% | — | Jul 2010 | |
| Leader Capital High Quality Floating Rate Fund Inv... | 5.40% | — | Jul 2010 | |
| Holbrook Income Fund Class I | 4.33% | — | Jul 2016 | |
| Ancora Income Fund | 1.97% | — | Jan 2004 | |
| Weitz Core Plus Income Fund | 1.94% | — | Jul 2014 |
Lowest-Cost Intermediate Core-Plus Bond Mutual funds
The top Intermediate Core-Plus Bond Mutual funds is MCFIX (0.16%).
With an average expense ratio of 0.67%, Intermediate Core-Plus 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 |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | |
| State Street Income Fund | 0.20% | — | Jan 1980 | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 |
Highest-Yield Intermediate Core-Plus Bond Mutual funds
The top Intermediate Core-Plus Bond Mutual funds is NPCT (12.52%).
Across the lineup, Intermediate Core-Plus Bond Mutual funds show an average dividend yield of 4.49%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 12.52% | — | Apr 2021 | |
| TCW Total Return Bond Fund | 6.75% | — | Jun 1993 | |
| Holbrook Income Fund Class I | 6.29% | — | Jul 2016 | |
| Leader Capital High Quality Income Fund Institutio... | 5.64% | — | Jul 2010 | |
| Hartford Total Return Bond HLS Fund | 5.56% | — | Aug 1977 |
Top Mutual funds Categories
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
FTBFX vs. FXNAXFTBFX vs. FBNDFTBFX vs. BNDFTBFX vs. VBTLXFTBFX vs. FBNDXDODIX vs. PIMIXDODIX vs. FXNAXDODIX vs. AGGDODIX vs. DODLXDODIX vs. VBMPXBCOIX vs. VBTLXBCOIX vs. AGGBCOIX vs. VBTIXBCOIX vs. RGHYXBCOIX vs. VBilxFIWGX vs. FCTDXFIWGX vs. FSRIXFIWGX vs. VCITFIWGX vs. FUAMXFIWGX vs. FBNDPTRQX vs. FXNAXPTRQX vs. VBTIXPTRQX vs. VBTLXPTRQX vs. WACPXPTRQX vs. VMFXXPTIAX vs. PIMIXPTIAX vs. VCITPTIAX vs. PFTSXPTIAX vs. CFICXPTIAX vs. FBNDXDOXIX vs. BNDDOXIX vs. FXNAXDOXIX vs. VCITDOXIX vs. PIMIXDOXIX vs. NSTLXGIBIX vs. PIMIXGIBIX vs. BNDGIBIX vs. VBMFXGIBIX vs. NBCMGIBIX vs. SRBFXWCPNX vs. PIMIXWCPNX vs. NEFRXWCPNX vs. FTHRXWCPNX vs. CMBSWCPNX vs. PDBAXPDBZX vs. BNDPDBZX vs. FRIAXPDBZX vs. SRBFXPDBZX vs. BUFHXPDBZX vs. FBND