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The table below compares the performance and other essential indicators like dividend yield and expense ratio of 135 Intermediate Core-Plus Bond mutual funds.

Click on any fund in the list to see complete information, including risk and performance analysis.


Category: Intermediate Core-Plus Bond
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
LSIGX
Loomis Sayles Investment Grade Fixed Income FundIntermediate Core-Plus BondJul 1, 19940.52%
0.05%
2.07%
4.44%
Lord Abbett Total Return FundIntermediate Core-Plus BondDec 14, 19980.40%
-0.21%
1.57%
4.93%
Mercer Core Fixed Income FundIntermediate Core-Plus BondAug 15, 20050.16%
-0.78%
3.70%
MassMutual Diversified Bond FundIntermediate Core-Plus BondMay 3, 19991.07%
-1.10%
1.12%
4.92%
AMG GW&K Enhanced Core Bond ESG FundIntermediate Core-Plus BondJan 2, 19970.48%
-1.01%
1.22%
3.64%
BlackRock Total Return FundIntermediate Core-Plus BondDec 7, 20011.45%
-1.41%
0.70%
3.46%
MFS Income FundIntermediate Core-Plus BondOct 29, 19870.73%
-0.56%
1.99%
4.92%
AMG GW&K ESG Bond FundIntermediate Core-Plus BondJun 1, 19840.68%
-0.90%
1.64%
3.19%
Morgan Stanley Institutional Fund Trust Core Plus ...Intermediate Core-Plus BondNov 14, 19840.44%
0.05%
2.85%
4.42%
MFS Total Return Bond FundIntermediate Core-Plus BondJan 4, 19990.45%
-0.92%
1.67%
4.28%
MassMutual Strategic Bond FundIntermediate Core-Plus BondDec 31, 20040.97%
-4.01%
0.06%
3.92%
MassMutual Total Return Bond FundIntermediate Core-Plus BondJul 6, 20100.33%
-3.29%
1.18%
4.11%
Morgan Stanley Mortgage Securities TrustIntermediate Core-Plus BondJul 28, 19970.72%
1.12%
3.76%
7.63%
MainStay MacKay Total Return Bond FundIntermediate Core-Plus BondJan 2, 19910.45%
0.80%
1.73%
4.87%
Victory INCORE Total Return Bond FundIntermediate Core-Plus BondNov 29, 19910.60%
-1.00%
1.24%
3.88%
MetWest ESG Securitized FundIntermediate Core-Plus BondSep 29, 20210.49%
2.35%
6.08%
Metropolitan West Investment Grade Credit FundIntermediate Core-Plus BondJun 29, 20181.87%
-0.23%
5.55%
Metropolitan West Intermediate Bond FundIntermediate Core-Plus BondJun 28, 20020.47%
-0.89%
1.39%
4.40%
Metropolitan West Total Return Bond FundIntermediate Core-Plus BondMar 31, 19970.65%
-1.87%
1.09%
4.13%
Great-West Core Strategies: Flexible Bond FundIntermediate Core-Plus BondJun 25, 20180.45%
-0.61%
3.48%

61–80 of 135

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.

0%Annualized Volatility0%Annualized Return

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