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Submission: On November 17 via api from US — Scanned from DE
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Advertisement Skip to Content * Get 7 Days Free * * Sign In Sign In * Topics * Sustainable Investing * Funds * ETFs * Stocks * Bonds * Markets * Portfolio * Investments * Topics * Advisor Insights * Personal Finance * Market Volatility * Retirement Planning * Start Investing * Save for College * Best Investments * See All * Sustainable Investing * Funds * ETFs * Stocks * Bonds * Markets * Portfolio * For Professionals * Software & Data Services * Morningstar Direct * DBRS Morningstar * Sustainalytics * PitchBook * ESG Investing Solutions * Morningstar Research * Morningstar Data * Money Management * Morningstar Indexes * Morningstar Managed Portfolios * Morningstar Retirement Manager * Solutions for Business * All Products & Services * Company * About * Who We Are * Careers * Diversity, Equity, & Inclusion * Corporate Sustainability * Privacy * Events * Morningstar Investment Conference * Awards * Webinars * Newsroom * Investor Relations LEADER CPTL LEADER HI QUAL FLTNG RTINSTL LCTIX PERFORMANCE Morningstar Analyst Rating | Quantitative rating as of Sep 30, 2022 * Quote * Chart * Fund Analysis * Performance * Sustainability * Risk * Price * Portfolio * People * Parent PERFORMANCE Returns Distributions GROWTH OF 10,000 * LCTIX 16,768 * Category 12,217 * Index 11,806 Growth Investment Category Index Investment Flows Manager Change Full Partial A chart contrasting Fund Growth of 10k over 10 years versus Category and Index 10,000.0012,000.0014,000.0016,000.0018,000.0020,000.00Growth -61,255,000.000.0061,255,000.00USDInvestment Flows 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 YTD Manager Change : Full Partial Total Return % 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 YTD Investment 15.17 9.40 3.65 -7.97 4.89 5.07 6.62 1.58 12.99 2.41 1.03 Category 7.76 -0.90 5.42 -0.45 3.86 4.27 -0.61 8.94 8.06 -0.67 -13.44 Index 4.89 -1.34 5.42 0.28 3.47 3.65 0.01 8.95 7.56 -1.21 -13.09 Quartile Rank Percentile Rank 1 1 91 100 20 19 1 100 4 2 1 # of Invest. in Cat. 467 500 510 528 561 597 617 613 602 605 614 categoryName US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond US Fund Intermediate Core-Plus Bond Category Name PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond PI US Fund Intermediate Core-Plus Bond USD | YTD Investment as of Nov 16, 2022 | Category: Intermediate Core-Plus Bond as of Nov 16, 2022 | Index: Morningstar US Core Plus Bd TR USD as of Nov 16, 2022 TRAILING RETURNS Day End Month End Quarter End Total Return % 1-Day 1-Week 1-Month 3-Month YTD 1-Year 3-Year 5-Year 10-Year 15-Year Earliest Available Investment 0.09 0.46 0.37 0.65 1.03 0.34 5.43 5.25 4.14 — 4.39 Category 0.54 2.97 2.93 -4.93 -13.44 -13.32 -2.36 0.16 1.25 2.90 — Index 0.56 3.01 3.14 -4.69 -13.09 -12.66 -2.46 0.20 1.20 2.91 — Quartile Rank —— Percentile Rank 98 99 99 1 1 1 1 1 1 — — # of Invest. in Cat. 629 629 628 625 614 606 558 500 362 259 — USD | Investment return as of Nov 16, 2022 | Category: Intermediate Core-Plus Bond as of Nov 16, 2022 | Index: Morningstar US Core Plus Bd TR USD as of Nov 16, 2022 | Earliest Available Jul 30, 2010 | Time periods greater than 1 year are annualized Star Rating * 3-Year * 5-Year * 10-Year Premium content requiring Morningstar subscription, click to subscribe. 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Analyst Rating BlackRock Total Return K Unlock Dodge & Cox Income I Unlock Fidelity® Total Bond Fund Unlock Loomis Sayles Core Plus Bond A Unlock PIMCO Total Return ESG Institutional Unlock PIMCO Total Return Instl Unlock Western Asset Core Plus Bond I Unlock Baird Core Plus Bond Inst Unlock JPMorgan Core Plus Bond I Unlock Loomis Sayles Investment Grade Bond Y Unlock Page page select 123 of 3 Viewing 1 to 10 of 28 Results based on oldest share class ALL FUNDS BY CLASSIFICATION ASSET CLASS * U.S. Equity * Asset Allocation * International Equity * Sector Equity * Alternative * Commodities * Taxable Bond * Municipal Bond EQUITY * Large Value Funds * Large Blend Funds * Large Growth Funds * Mid-Cap Value Funds * Mid-Cap Blend Funds * Mid-Cap Growth Funds * Small Value Funds * Small Blend Funds * Small Growth Funds * Real Estate Funds * World Large Stock Funds * Foreign Large Blend Funds * Foreign Small/Mid Blend Funds * Diversified Emerging Markets Funds FIXED-INCOME * Intermediate-Term Core Bond Funds * Intermediate-Term Core-Plus Bond Funds * Corporate Bond Funds * High Yield Bond Funds * Muni National Short-Term Bond Funds * Muni National Intermediate-Term Bond Funds * Muni National Long-Term Bond Funds * Ultrashort Bond Funds FUND TYPE * Index Funds * Target Date Funds * Target Risk Funds SPONSOR CENTER TRANSPARENCY IS OUR POLICY. 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