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
NCIRX	Nuveen Core Impact Bond Managed Accounts Portfolio	Intermediate Core-Plus Bond	Jul 9, 2020	0.00%	0.90%	—	5.08%	32
NEFRX	Loomis Sayles Core Plus Bond Fund	Intermediate Core-Plus Bond	Nov 7, 1973	0.71%	0.14%	2.15%	3.61%	24
NISYX	American Beacon NIS Core Plus Bond Fund	Intermediate Core-Plus Bond	Sep 9, 2020	0.53%	0.40%	—	4.48%	22
NOFIX	Northern Fixed Income Fund	Intermediate Core-Plus Bond	Mar 31, 1994	0.45%	0.03%	1.57%	4.18%	20
NPCT	Nuveen Core Plus Impact Fund	Intermediate Core-Plus Bond	Apr 28, 2021	5.08%	2.01%	—	12.52%	6
NWCIX	Nationwide BNY Mellon Core Plus Bond ESG Fund	Intermediate Core-Plus Bond	Jul 17, 1992	0.46%	0.54%	2.18%	4.31%	28
OANCX	Oakmark Bond Fund	Intermediate Core-Plus Bond	Oct 4, 2020	0.52%	0.67%	—	4.86%	34
OIFIX	Optimum Fixed Income Fund	Intermediate Core-Plus Bond	Aug 1, 2003	0.80%	0.12%	2.04%	3.85%	21
PBMPX	Principal Core Plus Bond Fund	Intermediate Core-Plus Bond	Dec 6, 2000	0.78%	0.19%	1.67%	4.20%	20
PCSIX	PACE Strategic Fixed Income Investments	Intermediate Core-Plus Bond	Aug 24, 1995	0.66%	0.57%	2.60%	5.18%	32
PDBAX	PGIM Total Return Bond Fund	Intermediate Core-Plus Bond	Jan 10, 1995	0.76%	0.45%	2.47%	4.31%	21
PDBZX	PGIM Total Return Bond Fund Class Z	Intermediate Core-Plus Bond	Jan 14, 1997	0.49%	0.55%	2.87%	4.58%	23
PGSIX	Putnam Mortgage Securities Fund	Intermediate Core-Plus Bond	Feb 8, 1984	0.89%	2.76%	1.49%	4.63%	47
PINCX	Putnam Income Fund	Intermediate Core-Plus Bond	Nov 1, 1954	0.73%	0.72%	2.03%	4.55%	31
PIOBX	Pioneer Bond Fund	Intermediate Core-Plus Bond	Oct 31, 1978	0.79%	0.33%	2.01%	3.74%	21
PLIIX	Pacific Funds Core Income	Intermediate Core-Plus Bond	Dec 31, 2010	0.55%	0.39%	2.87%	4.81%	28
PMDRX	PIMCO Moderate Duration Fund	Intermediate Core-Plus Bond	Dec 31, 1996	0.46%	-0.05%	2.41%	4.53%	23
PTIAX	Performance Trust Strategic Bond Fund	Intermediate Core-Plus Bond	Aug 31, 2010	0.76%	0.81%	2.90%	4.76%	26
PTKIX	T. Rowe Price Total Return Fund	Intermediate Core-Plus Bond	Nov 15, 2016	0.33%	0.42%	—	5.24%	25
PTRIX	PIMCO Mortgage-Backed Securities Fund	Intermediate Core-Plus Bond	Jul 31, 1997	0.50%	—	—	0.00%	—

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.

Loading charts...

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

Top Mutual funds Categories

Target Retirement Date · 675 Mutual funds Diversified Portfolio · 554 Mutual funds Municipal Bonds · 505 Mutual funds Foreign Large Cap Equities · 447 Mutual funds Large Cap Growth Equities · 432 Mutual funds Large Cap Blend Equities · 412 Mutual funds Large Cap Value Equities · 337 Mutual funds Global Equities · 261 Mutual funds High Yield Bonds · 208 Mutual funds Small Cap Blend Equities · 178 Mutual funds Emerging Markets Diversified · 174 Mutual funds Small Cap Growth Equities · 174 Mutual funds Mid Cap Growth Equities · 168 Mutual funds Short-Term Bond · 139 Mutual funds Mid Cap Blend Equities · 132 Mutual funds Small Cap Value Equities · 131 Mutual funds Mid Cap Value Equities · 115 Mutual funds REIT · 115 Mutual funds Intermediate Core Bond · 107 Mutual funds Total Bond Market · 104 Mutual funds Multisector Bonds · 103 Mutual funds Foreign Small & Mid Cap Equities · 101 Mutual funds Government Bonds · 100 Mutual funds Energy Equities · 88 Mutual funds Global Allocation · 86 Mutual funds Emerging Markets Bonds · 83 Mutual funds Tactical Allocation · 81 Mutual funds Technology Equities · 80 Mutual funds Global Bonds · 75 Mutual funds Nontraditional Bonds · 75 Mutual funds

Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.