Create a free account to use VizWealth

Gain access to the world’s leading investment management & performance monitoring platform

Already registered? Sign in

By creating an account you agree to our Terms of Use & Privacy Policy

Intermediate Core-Plus Bondor search across All Categories

Statistics as of Apr 02, 2025

Search , , ,

in

Further filter by keywords:
Found total of 201 distinct funds
Download top 1000 CSV
Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr Sharpe ▲YTD Return3yr Return1yr ReturnTotal Assets6M Money Flow
Expense Ratio
0.97%
TTM Yield
2.5%
3yr Sharpe
-1.05
YTD Return
1.2%
3yr Return
5.8%
1yr Return
4.5%
Total Assets
$134M
6M Money Flow
-$11M
Intermediate Core-Plus Bond
Expense Ratio
0.67%
TTM Yield
6.4%
3yr Sharpe
-0.83
YTD Return
1.8%
3yr Return
-0.7%
1yr Return
6.8%
Total Assets
$24M
6M Money Flow
-$263K
Intermediate Core-Plus Bond
Expense Ratio
2.31%
TTM Yield
2.1%
3yr Sharpe
-0.74
YTD Return
2.1%
3yr Return
-1.4%
1yr Return
4.5%
Total Assets
$64M
6M Money Flow
$4M
Intermediate Core-Plus Bond
Expense Ratio
0.31%
TTM Yield
2.0%
3yr Sharpe
-0.69
YTD Return
3.9%
3yr Return
-3.4%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
-$247M
Intermediate Core-Plus Bond
Expense Ratio
0.91%
TTM Yield
4.1%
3yr Sharpe
-0.69
YTD Return
2.4%
3yr Return
-0.2%
1yr Return
5.4%
Total Assets
$237M
6M Money Flow
-$193K
Intermediate Core-Plus Bond
Expense Ratio
2.66%
TTM Yield
3.3%
3yr Sharpe
-0.64
YTD Return
2.9%
3yr Return
1.5%
1yr Return
5.2%
Total Assets
$146M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.56%
TTM Yield
4.9%
3yr Sharpe
-0.63
YTD Return
2.8%
3yr Return
-0.4%
1yr Return
5.4%
Total Assets
$2B
6M Money Flow
-$103M
Intermediate Core-Plus Bond
Expense Ratio
0.34%
TTM Yield
5.2%
3yr Sharpe
-0.62
YTD Return
3.1%
3yr Return
0.3%
1yr Return
6.8%
Total Assets
$657M
6M Money Flow
-$27M
Intermediate Core-Plus Bond
Expense Ratio
0.56%
TTM Yield
3.5%
3yr Sharpe
-0.60
YTD Return
2.8%
3yr Return
0.7%
1yr Return
5.1%
Total Assets
$148M
6M Money Flow
-$8M
Intermediate Core-Plus Bond
Expense Ratio
0.85%
TTM Yield
3.9%
3yr Sharpe
-0.60
YTD Return
2.5%
3yr Return
0.4%
1yr Return
5.8%
Total Assets
$3B
6M Money Flow
-$87M
Intermediate Core-Plus Bond
Expense Ratio
0.32%
TTM Yield
5.1%
3yr Sharpe
-0.60
YTD Return
2.9%
3yr Return
0.3%
1yr Return
6.7%
Total Assets
$551M
6M Money Flow
$417M
Intermediate Core-Plus Bond
Expense Ratio
0.48%
TTM Yield
4.5%
3yr Sharpe
-0.59
YTD Return
2.7%
3yr Return
-0.1%
1yr Return
5.4%
Total Assets
$535M
6M Money Flow
-$35M
Intermediate Core-Plus Bond
Expense Ratio
0.55%
TTM Yield
4.9%
3yr Sharpe
-0.59
YTD Return
2.7%
3yr Return
0.3%
1yr Return
6.4%
Total Assets
$435M
6M Money Flow
$29M
Intermediate Core-Plus Bond
Expense Ratio
0.63%
TTM Yield
3.6%
3yr Sharpe
-0.59
YTD Return
3.1%
3yr Return
-0.2%
1yr Return
5.6%
Total Assets
$222M
6M Money Flow
$1M
Intermediate Core-Plus Bond
Expense Ratio
1.71%
TTM Yield
3.2%
3yr Sharpe
-0.59
YTD Return
2.4%
3yr Return
2.6%
1yr Return
3.9%
Total Assets
$48M
6M Money Flow
$3M
Intermediate Core-Plus Bond
Expense Ratio
0.75%
TTM Yield
4.4%
3yr Sharpe
-0.58
YTD Return
2.3%
3yr Return
1.0%
1yr Return
5.3%
Total Assets
$249M
6M Money Flow
-$19M
Intermediate Core-Plus Bond
Expense Ratio
0.76%
TTM Yield
4.6%
3yr Sharpe
-0.57
YTD Return
3.1%
3yr Return
3.6%
1yr Return
6.8%
Total Assets
$23M
6M Money Flow
$7M
Intermediate Core-Plus Bond
Expense Ratio
0.48%
TTM Yield
4.5%
3yr Sharpe
-0.57
YTD Return
3.0%
3yr Return
1.1%
1yr Return
6.0%
Total Assets
$36M
6M Money Flow
-$87M
Intermediate Core-Plus Bond
Expense Ratio
0.50%
TTM Yield
7.2%
3yr Sharpe
-0.57
YTD Return
4.0%
3yr Return
-7.9%
1yr Return
4.3%
Total Assets
$618M
6M Money Flow
-$23M
Intermediate Core-Plus Bond
Expense Ratio
0.48%
TTM Yield
4.5%
3yr Sharpe
-0.57
YTD Return
2.8%
3yr Return
0.2%
1yr Return
5.5%
Total Assets
$2B
6M Money Flow
-$3M
Intermediate Core-Plus Bond
Expense Ratio
0.87%
TTM Yield
3.2%
3yr Sharpe
-0.57
YTD Return
2.6%
3yr Return
0.8%
1yr Return
5.5%
Total Assets
$239M
6M Money Flow
-$9M
Intermediate Core-Plus Bond
Expense Ratio
0.36%
TTM Yield
3.7%
3yr Sharpe
-0.56
YTD Return
3.1%
3yr Return
1.3%
1yr Return
6.2%
Total Assets
$43M
6M Money Flow
$5M
Intermediate Core-Plus Bond
Expense Ratio
1.14%
TTM Yield
4.3%
3yr Sharpe
-0.56
YTD Return
2.3%
3yr Return
2.6%
1yr Return
5.7%
Total Assets
$220M
6M Money Flow
$16M
Intermediate Core-Plus Bond
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-0.55
YTD Return
2.6%
3yr Return
2.4%
1yr Return
6.2%
Total Assets
$213M
6M Money Flow
-$57M
Intermediate Core-Plus Bond
Expense Ratio
0.65%
TTM Yield
4.2%
3yr Sharpe
-0.55
YTD Return
3.3%
3yr Return
-0.2%
1yr Return
5.9%
Total Assets
$4B
6M Money Flow
-$1B
Intermediate Core-Plus Bond
Expense Ratio
0.39%
TTM Yield
4.4%
3yr Sharpe
-0.55
YTD Return
2.7%
3yr Return
2.1%
1yr Return
6.2%
Total Assets
$15B
6M Money Flow
$178M
Intermediate Core-Plus Bond
Expense Ratio
0.77%
TTM Yield
3.2%
3yr Sharpe
-0.55
YTD Return
2.7%
3yr Return
4.2%
1yr Return
5.8%
Total Assets
$350M
6M Money Flow
-$499K
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.5%
3yr Sharpe
-0.55
YTD Return
2.1%
3yr Return
3.6%
1yr Return
5.5%
Total Assets
$173M
6M Money Flow
$9M
Intermediate Core-Plus Bond
Expense Ratio
0.82%
TTM Yield
3.9%
3yr Sharpe
-0.54
YTD Return
3.5%
3yr Return
1.3%
1yr Return
6.7%
Total Assets
$2B
6M Money Flow
-$218M
Intermediate Core-Plus Bond
Expense Ratio
0.84%
TTM Yield
3.9%
3yr Sharpe
-0.54
YTD Return
2.9%
3yr Return
1.9%
1yr Return
6.2%
Total Assets
$2B
6M Money Flow
-$227M
Intermediate Core-Plus Bond
Expense Ratio
0.98%
TTM Yield
4.7%
3yr Sharpe
-0.54
YTD Return
3.3%
3yr Return
0.4%
1yr Return
7.4%
Total Assets
$373M
6M Money Flow
-$36M
Intermediate Core-Plus Bond
Expense Ratio
1.39%
TTM Yield
2.2%
3yr Sharpe
-0.54
YTD Return
3.7%
3yr Return
0.5%
1yr Return
6.3%
Total Assets
$125M
6M Money Flow
$32M
Intermediate Core-Plus Bond
Expense Ratio
0.49%
TTM Yield
6.8%
3yr Sharpe
-0.54
YTD Return
3.9%
3yr Return
-0.6%
1yr Return
7.5%
Total Assets
$2B
6M Money Flow
-$265M
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.7%
3yr Sharpe
-0.53
YTD Return
3.3%
3yr Return
-2.2%
1yr Return
4.8%
Total Assets
$5B
6M Money Flow
-$6B
Intermediate Core-Plus Bond
Expense Ratio
0.80%
TTM Yield
3.9%
3yr Sharpe
-0.53
YTD Return
3.0%
3yr Return
1.6%
1yr Return
6.0%
Total Assets
$3B
6M Money Flow
-$57M
Intermediate Core-Plus Bond
Expense Ratio
0.50%
TTM Yield
4.5%
3yr Sharpe
-0.53
YTD Return
2.8%
3yr Return
2.6%
1yr Return
6.1%
Total Assets
$2B
6M Money Flow
-$65M
Intermediate Core-Plus Bond
Expense Ratio
0.12%
TTM Yield
3.7%
3yr Sharpe
-0.53
YTD Return
2.8%
3yr Return
3.0%
1yr Return
6.1%
Total Assets
$693M
6M Money Flow
-$8M
Intermediate Core-Plus Bond
Expense Ratio
0.57%
TTM Yield
4.9%
3yr Sharpe
-0.52
YTD Return
3.0%
3yr Return
2.3%
1yr Return
6.5%
Total Assets
$629M
6M Money Flow
-$10M
Intermediate Core-Plus Bond
Expense Ratio
0.98%
TTM Yield
3.7%
3yr Sharpe
-0.52
YTD Return
1.5%
3yr Return
8.2%
1yr Return
5.4%
Total Assets
$27M
6M Money Flow
$6M
Intermediate Core-Plus Bond
Expense Ratio
0.25%
TTM Yield
4.4%
3yr Sharpe
-0.52
YTD Return
2.5%
3yr Return
1.9%
1yr Return
5.8%
Total Assets
$2B
6M Money Flow
$165M
Intermediate Core-Plus Bond
Expense Ratio
0.40%
TTM Yield
4.4%
3yr Sharpe
-0.52
YTD Return
3.1%
3yr Return
2.0%
1yr Return
6.0%
Total Assets
$45M
6M Money Flow
-$32K
Intermediate Core-Plus Bond
Expense Ratio
0.45%
TTM Yield
4.4%
3yr Sharpe
-0.52
YTD Return
3.3%
3yr Return
1.0%
1yr Return
6.3%
Total Assets
$35B
6M Money Flow
-$8B