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®
#21 Loomis Sayles Core Plus Bond Fund (NEFRX)
| Performance (1-yr.): 6.31% | Expenses: 0.82% |
| Performance (1-mo.): 2.55% | Total Assets: $1.74B |
#22 Consulting Group Core Fixed Income Investments Fund (TIIUX)
| Performance (1-yr.): 3.73% | Expenses: 0.52% |
| Performance (1-mo.): 1.76% | Total Assets: $996.8M |
#22 T. Rowe Price Institutional Core Plus Fund (TICPX)
| Performance (1-yr.): 3.88% | Expenses: 0.40% |
| Performance (1-mo.): 1.77% | Total Assets: $266.28M |
#24 ASTON/TCH Fixed Income Fund (CHTBX)
| Performance (1-yr.): 6.33% | Expenses: 0.95% |
| Performance (1-mo.): 1.70% | Total Assets: $67.12M |
#25 Western Asset Mortgage Backed Securities Fund (SGVAX)
| Performance (1-yr.): 8.52% | Expenses: 0.96% |
| Performance (1-mo.): 1.21% | Total Assets: $689.18M |
#26 JPMorgan Total Return Fund (JMTAX)
| Performance (1-yr.): 4.66% | Expenses: 0.81% |
| Performance (1-mo.): 1.31% | Total Assets: $233.35M |
#26 PIMCO Investment Grade Corporate Bond Fund (PBDAX)
| Performance (1-yr.): 8.44% | Expenses: 0.90% |
| Performance (1-mo.): 2.61% | Total Assets: $10.99B |
#28 Touchstone Total Return Bond Fund (TCPYX)
| Performance (1-yr.): 2.72% | Expenses: 0.66% |
| Performance (1-mo.): 1.66% | Total Assets: $169.16M |
#29 SEI Institutional Managed Trust Core Fixed Income Fund (TRLVX)
| Performance (1-yr.): 3.95% | Expenses: 0.69% |
| Performance (1-mo.): 1.57% | Total Assets: $2.12B |
#30 JPMorgan Mortgage Backed Securities Fund (OMBAX)
| Performance (1-yr.): 2.09% | Expenses: 0.66% |
| Performance (1-mo.): 0.83% | Total Assets: $4.23B |
