Intermediate Core Bonds

Components Performance/Risk
Period Return
2.3%
Return Rank
Subpar
Risk Exposure
Low Risk

With Intermediate Core bond funds, in the Morningstar ranking, focused on diversification and capital preservation, portfolio allocation prioritizes stability to counterbalance potential market volatility


With exposure to the investment-grade bond market, mainly to U.S. Treasuries and investment-grade corporate bonds and also mortgage-backed securities, in combination with a small percentage of below-investment grade debt, the core funds tend to have exposure to interest rate risk

 

Over time, fund price momentum signals trends of the last 5 days against a 20-day average

For comparison, select various time frames in the top right menu box, from 2 weeks to a full year (performance of some very recently listed ETFs may not be significant for lack of price data)

Theme Components
Name
Ticker
Category
SubCategory
Cur. Price
Performance
Momentum
Risk Rank
Risk Contrib
 
iShares Core US Aggregate Bond ETF AGG AggregateBroad Maturities94.662.0% Neutral Average Risk
Vanguard Total Bond Market ETF BND AggregateBroad Maturities70.252.1% Neutral Average Risk
Schwab U.S. Aggregate Bond ETF™ SCHZ AggregateBroad Maturities22.132.3% Neutral Average Risk
WisdomTree U.S. Aggregate Bond Enhanced Yield Fund AGGY AggregateBroad Maturities41.381.3% Neutral Average Risk
SPDR® Portfolio Aggregate Bond ETF SPAB AggregateBroad Maturities24.382.1% Neutral Average Risk
Simplify Aggregate Bond PLUS Credit Hedge ETF AGGH AggregateInterest Rate Hedged18.984.3% Neutral Above Average
Hartford Schroders Tax-Aware Bond ETF HTAB AggregateTax Mitigation17.96-0.2% Weak Down Average Risk
Madison Aggregate Bond ETF MAGG AggregateIntermediate19.271.9% Neutral Average Risk
BrandywineGLOBAL - U.S. Fixed Income ETF USFI AggregateIntermediate23.663.7% Neutral Below Average
Brookstone Intermediate Bond ETF BAMB AggregateIntermediate24.99-4.8% Neutral Below Average
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