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

130 results

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
LAPIX	Lord Abbett Core Plus Bond Fund	Intermediate Core-Plus Bond	Dec 8, 2015	0.48%	0.34%	2.06%	5.19%	24
LAPLX	Lord Abbett Core Plus Bond Fund	Intermediate Core-Plus Bond	Apr 4, 2017	0.68%	0.34%	1.86%	4.99%	23
LCTIX	Leader Capital High Quality Income Fund Institutio...	Intermediate Core-Plus Bond	Jul 30, 2010	1.08%	2.03%	5.23%	5.64%	93
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	Intermediate Core-Plus Bond	Jul 30, 2010	2.33%	1.87%	4.80%	5.27%	91
LMSMX	Western Asset SMASh Series M Fund	Intermediate Core-Plus Bond	Dec 27, 2006	0.00%	0.98%	—	4.40%	36
LPCIX	MetLife Core Plus Fund	Intermediate Core-Plus Bond	Dec 31, 2014	0.64%	0.36%	1.74%	4.20%	22
LSIGX	Loomis Sayles Investment Grade Fixed Income Fund	Intermediate Core-Plus Bond	Jul 1, 1994	0.52%	-0.01%	2.85%	4.73%	24
LTRYX	Lord Abbett Total Return Fund	Intermediate Core-Plus Bond	Dec 14, 1998	0.40%	0.30%	1.88%	4.93%	23
MCFIX	Mercer Core Fixed Income Fund	Intermediate Core-Plus Bond	Aug 15, 2005	0.16%	-1.21%	—	4.32%	9
MDVAX	MassMutual Diversified Bond Fund	Intermediate Core-Plus Bond	May 3, 1999	1.07%	2.47%	2.21%	3.99%	79
MFHQX	BlackRock Total Return Fund	Intermediate Core-Plus Bond	Dec 7, 2001	1.45%	0.30%	1.01%	3.70%	14
MFIOX	MFS Income Fund	Intermediate Core-Plus Bond	Oct 29, 1987	0.73%	0.46%	2.73%	4.70%	27
MGFIX	AMG GW&K ESG Bond Fund	Intermediate Core-Plus Bond	Jun 1, 1984	0.68%	0.30%	1.38%	4.07%	22
MPHQX	BlackRock Total Return Fund Class K	Intermediate Core-Plus Bond	Sep 26, 2007	0.37%	0.76%	2.21%	4.78%	20
MRBIX	MFS Total Return Bond Fund	Intermediate Core-Plus Bond	Jan 4, 1999	0.45%	0.41%	1.97%	4.17%	23
MTMIX	MainStay MacKay Total Return Bond Fund	Intermediate Core-Plus Bond	Jan 2, 1991	0.45%	0.70%	2.52%	4.92%	24
MWESX	MetWest ESG Securitized Fund	Intermediate Core-Plus Bond	Sep 29, 2021	0.49%	0.82%	—	4.58%	33
MWIGX	Metropolitan West Investment Grade Credit Fund	Intermediate Core-Plus Bond	Jun 29, 2018	1.87%	0.33%	—	4.05%	33
MWTRX	Metropolitan West Total Return Bond Fund	Intermediate Core-Plus Bond	Mar 31, 1997	0.65%	0.03%	1.41%	3.82%	15
MXEDX	Great-West Core Strategies: Flexible Bond Fund	Intermediate Core-Plus Bond	Jun 25, 2018	0.45%	0.30%	—	3.96%	28

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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Time Period

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
HOBIX	Holbrook Income Fund Class I	98	—	Jul 2016
LCTIX	Leader Capital High Quality Income Fund Institutio...	93	—	Jul 2010
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	91	—	Jul 2010
MDVAX	MassMutual Diversified Bond Fund	79	—	May 1999
AMFIX	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
LCTIX	Leader Capital High Quality Income Fund Institutio...	5.77%	—	Jul 2010
LCTRX	Leader Capital High Quality Floating Rate Fund Inv...	5.40%	—	Jul 2010
HOBIX	Holbrook Income Fund Class I	4.33%	—	Jul 2016
AAIIX	Ancora Income Fund	1.97%	—	Jan 2004
WCPNX	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
MCFIX	Mercer Core Fixed Income Fund	0.16%	—	Aug 2005
SSASX	State Street Income Fund	0.20%	—	Jan 1980
EINFX	Elfun Income Fund	0.29%	—	Dec 1984
TIBDX	TIAA-CREF Core Bond Fund	0.29%	—	Jul 1999
BCOIX	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
NPCT	Nuveen Core Plus Impact Fund	12.52%	—	Apr 2021
TGLMX	TCW Total Return Bond Fund	6.75%	—	Jun 1993
HOBIX	Holbrook Income Fund Class I	6.29%	—	Jul 2016
LCTIX	Leader Capital High Quality Income Fund Institutio...	5.64%	—	Jul 2010
HIABX	Hartford Total Return Bond HLS Fund	5.56%	—	Aug 1977

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