Intermediate Core Bonds

Components Performance/Risk
Period Return
7.5%
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)

Performance History
Components Performance/Risk
Weights by Sub Category
Sub Category Performance/Risk