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
PTRQX	PGIM Total Return Bond R6	Intermediate Core-Plus Bond	Dec 27, 2010	0.39%	0.60%	2.58%	4.68%	25
PTSAX	PIMCO Total Return ESG Fund	Intermediate Core-Plus Bond	May 1, 1991	0.51%	0.37%	1.84%	3.95%	24
PYCBX	Payden Core Bond Fund	Intermediate Core-Plus Bond	Dec 31, 1993	0.53%	0.28%	2.08%	4.57%	27
RFCYX	Russell Investments Strategic Bond Fund	Intermediate Core-Plus Bond	Jun 22, 2005	0.45%	0.21%	1.69%	5.24%	21
RMTBX	Aspiriant Risk-Managed Taxable Bond Fund	Intermediate Core-Plus Bond	Mar 29, 2018	0.69%	-0.23%	—	3.35%	21
SAMFX	Virtus Seix Total Return Bond Fund	Intermediate Core-Plus Bond	Dec 30, 1997	0.46%	0.24%	1.35%	4.22%	18
SAVYX	Virtus Newfleet Core Plus Bond Fund	Intermediate Core-Plus Bond	Mar 7, 1996	0.55%	0.72%	2.63%	4.94%	29
SCPZX	Carillon Reams Core Plus Bond Fund	Intermediate Core-Plus Bond	Nov 25, 1996	0.40%	0.75%	2.86%	4.24%	27
SCSBX	DWS Total Return Bond Fund	Intermediate Core-Plus Bond	Apr 24, 1928	0.55%	-0.21%	2.04%	4.77%	18
SEATX	SEI Tax Exempt Trust Tax-Advantaged Income Fund	Intermediate Core-Plus Bond	Sep 4, 2007	0.86%	2.21%	2.79%	4.68%	39
SGVAX	Western Asset Mortgage Total Return Fund	Intermediate Core-Plus Bond	Nov 6, 1992	0.94%	0.75%	1.27%	4.61%	25
SMTRX	ALPS/Smith Total Return Bond Fund	Intermediate Core-Plus Bond	Jun 29, 2018	0.99%	—	—	0.36%	—
SNIDX	AllianceBernstein Intermediate Duration Portfolio	Intermediate Core-Plus Bond	Jan 17, 1989	0.56%	-0.28%	1.64%	4.24%	14
SPUBX	Symmetry Panoramic US Fixed Income Fund	Intermediate Core-Plus Bond	Nov 12, 2018	0.45%	0.26%	—	4.29%	22
SRBFX	Columbia Total Return Bond Fund	Intermediate Core-Plus Bond	Dec 5, 1978	0.49%	0.53%	2.30%	4.87%	21
SSASX	State Street Income Fund	Intermediate Core-Plus Bond	Jan 2, 1980	0.20%	-0.11%	—	4.01%	15
STYAX	Allspring Core Plus Bond Fund	Intermediate Core-Plus Bond	Jul 13, 1998	0.69%	0.27%	2.48%	4.53%	22
TGLMX	TCW Total Return Bond Fund	Intermediate Core-Plus Bond	Jun 17, 1993	0.49%	1.12%	1.52%	6.75%	33
TGRNX	TIAA-CREF Green Bond Fund	Intermediate Core-Plus Bond	Nov 16, 2018	0.45%	0.57%	—	4.29%	32
TIBDX	TIAA-CREF Core Bond Fund	Intermediate Core-Plus Bond	Jul 1, 1999	0.29%	0.56%	1.99%	4.45%	26

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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