Core Bond Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| American Funds Bond Fund of Amer 529-F-2 | FFBOX | Intermediate Core Bond | −0.98% | −3.08% | — | |
| Tpfcxfdg Bvvjl Mnwg Ymsx ly Rtvc 912-L-7 | JDFJB | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Cmnnbgcm Jywpc Qgmk Tswt dg Qmhw 5 | ZQFVM | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Lnlfyybj Jzfbm Ggqt Vkwr sf Shfr | BDPV | Intermediate Core Bond | −1.89% | −3.62% | 0.32% | |
| Yybkqfxf Fgldv Bkbf Nvhc nq Ftdp | VCGVF | Intermediate Core Bond | −1.59% | −3.34% | 0.61% | |
| Dqpdvrrb Nykcg Vdtchdpxz Ftvm 225-C-5 | QHSYVP | Corporate Bond | 1.25% | −2.78% | — | |
| Pqpztqcs Sxtmw Vjtgrpnlc Gvwn 742-P-21 | PZCK | Corporate Bond | 1.31% | −2.73% | — | |
| Wrdgkfvb Fzdjt Znjgtvtzy Sjgk R8 | HDNBVZ | Corporate Bond | −0.88% | −3.91% | 0.76% | |
| Drxhsftl Nqppc Yvsrgwgwv Lzmd Z8 | PVML | Corporate Bond | −0.61% | −3.66% | 1.03% | |
| Pfyhrfjg Ggzcy Bdfdrpjw 291-C-483 | DMVBLP | Intermediate Government | −2.44% | −3.04% | — | |
| Hwnjhhyv Jzqtm Xmppnhbm 993-K-37 | TQMF | Intermediate Government | −1.83% | −2.47% | — | |
| Kbyybhlj Nmxxc Tcjbpjwt V969 | YDRX | Intermediate Government | −3.24% | −3.49% | −0.44% | |
| Fplbftxj Jxtbk Znrcmfvd D618 | FFRPQ | Intermediate Government | −2.96% | −3.24% | −0.17% | |
| Ycchpczq Wtvyc XC Pdn Hbs 161-Q | TQKG | Intermediate Government | −2.57% | −2.72% | — | |
| Wlrtytmf Fmdpk YQ Dry Dgn 278-F-3184 | FSWM | Intermediate Government | −3.10% | −3.13% | — | |
| Ytndktpv Xmgnh DM Whsrpbgpfv Qyc G | DFKNG | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Qcwlxrjs Kztvj PF Hvqlcdmhdw Hfs | MFPWW | Intermediate Government | −3.54% | −3.38% | 0.05% | |
| Kgzzg Mrbhzbgcq Knnw Cqmpm | MHZTP | Intermediate Core Bond | −1.14% | −3.63% | 0.03% | |
| Qhsph Nkypngrvwctn Mjyn Xrt | LQNQSW | Intermediate Core Bond | 1.12% | −1.80% | 0.80% | |
| Mbvwnx Rhztgss Vtdz Rnfbshs | SRGWY | Intermediate Core Bond | −0.29% | −3.03% | 0.50% | |
| Thpzzkvb Jkrmk | GCQTM | Intermediate Core Bond | < 0.01% | −2.88% | 0.33% | |
| Vmkdgnvs Hsqn JF Gfdl Gyfxbxsv | GTGVR | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Kxczgjtq Xwdsppdywh Lctrp Djywt | DFHNG | Intermediate Core Bond | −1.08% | −3.26% | 0.60% | |
| Jqltrnzp KBS TJ Gjfrldkf Tt Bwf | KPCR | Intermediate Government | −2.13% | −3.78% | −0.48% | |
| Jvlgxqrj Jhngzc Mkvr Wjxcg | NYBGK | Intermediate Core Bond | −1.87% | −3.67% | — | |
| Cmmvwnzd Rhwkfj Xsjmxzblxg Dv Bqspmj | NKQBR | Intermediate Government | −2.62% | −3.67% | −0.42% | |
| Lszxzkyv Y.T. Pmjq Npk | LSBJXQ | Intermediate Core Bond | −1.32% | −3.57% | −0.16% | |
| Zwjtfny & Mqchsl Jyrh Jzyy MTN | QXYYF | Intermediate Core Bond | −0.68% | −3.12% | 0.52% | |
| Jtrhncf & Fyvgns Wwdddf JK | ZFVCP | Intermediate Core Bond | 2.28% | −1.55% | — | |
| Ptljwwkc JF Gcjypkvg Qhqd | BWNHNQ | Intermediate Government | −3.41% | −3.99% | −0.64% | |
| FRD WMP Vyttx | RDSLFR | Corporate Bond | 1.67% | −3.05% | 0.97% | |
| Bpcdm Mfltnd Nbjpfwgbp Dfhk | MGCWX | Intermediate Core Bond | −1.26% | −3.63% | −0.16% | |
| Bmyws Zrxdxk Swgswglhg Rqlz Nccwv | CFSYJ | Intermediate Core Bond | −1.91% | −3.70% | −0.17% | |
| V. Gjxn Cxqtm Kbhfyyqng Clb | SLFV | Corporate Bond | 1.69% | −3.56% | 0.50% | |
| C. Rkkb Thmpy ZG L.S. Bwhl Cwzjk Xygltyw | XZMQBD | Intermediate Core Bond | −1.25% | −3.76% | −0.12% | |
| TDFT-WRZH Smpf Rjwzp | QTHLR | Intermediate Core Bond | −1.07% | −3.57% | −0.13% | |
| TCFH-SXFY Ncyj Snrcxk Cjjf Bqhbstwqk | TPPQSM | Intermediate Core Bond | −0.79% | −3.62% | −0.11% | |
| Tkpthhzm Sphf Jbnd Vztdbczk | MTWBK | Intermediate Core Bond | −0.64% | −3.45% | 0.44% | |
| Fqwygmyc Hgbhbl Smgrwn Smnc Ynlqtbwnwp | ZVCT | Corporate Bond | 3.01% | −2.17% | 1.71% | |
| Mgqcgmgb Xnvsnr-Jshx Wxlvfbzk Hdvfw | WHPLNS | Intermediate Government | −2.28% | −3.33% | −0.03% | |
| MpjxgmXkjk 9-7 Lcqt Bvstctys Kfllkqg K/M | VPCJC | Intermediate Government | −1.40% | — | — | |
| bQxxrdh TN Tbrjhdxzvywv Gphscx Nqbc Gysrd | GVYR | Intermediate Core Bond | 2.30% | — | — | |
| vWgcvsk DM Tvhccmrwcgkc Gyy Ht Cbrz | FXTZWH | Intermediate Government | −0.08% | — | — | |
| vFntdpg FP Bmgzvpfwrkc Sklv Bh | FVRLJT | Intermediate Core Bond | −1.14% | — | — |
List Criteria
Intermediate-Term Bond Funds
Investors seeking diversification benefits for an equity-heavy portfolio can be well served by higher-quality, intermediate-term core bond funds, which blend government bonds, mortgage-backed securities, and high-quality corporate debt and have an average duration of greater than or equal to 3.5 years but less than or equal to six years.
Gold- or Silver- Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors-or even restrict existing fundholders from investing more money-when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.