Intermediate-Term Bond
Intermediate-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of 3.5 to six years (or, if duration is unavailable, average effective maturities of four to 10 years). These portfolios are less sensitive to interest rates, and therefore less volatile, than portfolios that have longer durations. Morningstar®
#10 Metropolitan West Intermediate Bond Fund (MWIIX)
| Performance (1-yr.): 7.57% | Expenses: 0.44% |
| Performance (1-mo.): 0.68% | Total Assets: $314.18M |
#12 BMO TCH Core Plus Bond Fund (MCBIX)
| Performance (1-yr.): 9.34% | Expenses: 0.53% |
| Performance (1-mo.): 1.47% | Total Assets: $408.34M |
#13 USAA Income Fund (USAIX)
| Performance (1-yr.): 6.83% | Expenses: 0.59% |
| Performance (1-mo.): 1.24% | Total Assets: $4.69B |
#14 Frost Total Return Bond Fund (FATRX)
| Performance (1-yr.): 9.24% | Expenses: 0.91% |
| Performance (1-mo.): 0.89% | Total Assets: $937.15M |
#15 William Blair Bond Fund (WBFIX)
| Performance (1-yr.): 6.56% | Expenses: 0.50% |
| Performance (1-mo.): 1.04% | Total Assets: $296.65M |
#16 Lord Abbett Income Fund (LAGVX)
| Performance (1-yr.): 10.37% | Expenses: 0.78% |
| Performance (1-mo.): 1.72% | Total Assets: $2.3B |
#17 Cavanal Hill Intermediate Bond Fund (APFBX)
| Performance (1-yr.): 9.77% | Expenses: 0.89% |
| Performance (1-mo.): 1.13% | Total Assets: $27.51M |
#18 T. Rowe Price Institutional Core Plus Fund (TICPX)
| Performance (1-yr.): 6.29% | Expenses: 0.40% |
| Performance (1-mo.): 1.19% | Total Assets: $258.8M |
#19 ASTON/TCH Fixed Income Fund (CHTBX)
| Performance (1-yr.): 8.43% | Expenses: 0.95% |
| Performance (1-mo.): 1.40% | Total Assets: $69.51M |
#19 TIAA-CREF Bond Fund (TIBDX)
| Performance (1-yr.): 6.03% | Expenses: 0.33% |
| Performance (1-mo.): 1.22% | Total Assets: $2.52B |
