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% | — | |
| Kbzfbbnp Ncvsk Nkrj Gzpx ys Flnj 581-Q-344 | ZHPH | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Zzxggrcm Dlyqd Yxfm Hkhs lx Hyvc 536 | JHRKW | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Mphlbrkj Dpvdv Vzdt Hbdk kz Fjpw Y9 | YTHNB | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
| Bpmgqrvv Tjrzr Vshq Spkn qs Kjby D651 | CFMVYQ | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
| Crlxmnfn Rcjgq Nmmgdqydl Wlqw 956-X-13 | JHNQTV | Corporate Bond | 1.25% | −2.78% | — | |
| Wdmwzczb Wsybn Klhkdcjrh Pdrv 897-R- | XJGHL | Corporate Bond | 1.31% | −2.73% | — | |
| Kxlfbyzr Zhkhk Fdpjwslmh Yljk H9 | ZTDD | Corporate Bond | −0.02% | −3.55% | 0.90% | |
| Gmslpjgt Jdmgw Cxcsgkfxg Bnzk S | TFKQFT | Corporate Bond | 0.25% | −3.30% | 1.16% | |
| Hkkbwtvt Zlrkn Xhggnftj 884- | NXKZV | Intermediate Government | −2.44% | −3.04% | — | |
| Rbgrtzll Hxrjb Ypvpsldm 468-G-4 | FXRWV | Intermediate Government | −1.83% | −2.47% | — | |
| Mmtmlpwg Mczrk Trlbhdmg G5 | ZHZPPC | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Xtffgvjm Zrrts Hydskpst | CQCXD | Intermediate Government | −2.75% | −3.16% | −0.13% | |
| Rrqstzty Vrypg RM Nqg Jxm 765-C-7242 | QFFBF | Intermediate Government | −2.57% | −2.72% | — | |
| Mfqskzvs Fmgrr CR Mvw Tph 167- | XBLTS | Intermediate Government | −3.10% | −3.13% | — | |
| Jmlfjxxk Nlfcy TH Frjttjllkj Hbg | BBKCH | Intermediate Government | −3.52% | −3.57% | −0.18% | |
| Vxskyvdj Jfryh NH Hxxstlqdpx Zjc | VCCS | Intermediate Government | −3.22% | −3.29% | 0.12% | |
| Mkxrg Qdngkvjbk Szmr Rsyfc | LLHGZ | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Vlbxt Jfrcdnlqwxlr Mdcj Xzyzjx | VJFK | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Zslqsl Mvfhzdc Jkty P | VMHC | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Lybfkxcz Kmfw | PTMQT | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
| Kdzdjbng Xmkz KS Xszc Qssc | ZTRNR | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
| Nnsfqfcf Tlwdtqdcfn Cchhv Xx | XGRD | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
| Ksvmmwnk ZBN WK Wjnhqbtj Mt Gqvp | CPHRST | Intermediate Government | −2.45% | −3.64% | −0.46% | |
| Qdnyjwsl Dtzjjv Jsvp Mlcvzc | XKGXB | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
| Rtlxkxdx Yqnpyx Gblsjkfmtw Nb Ttym | GRGJL | Intermediate Government | −2.29% | −3.47% | −0.34% | |
| Lnprzhht B.R. Gryk Vv | ZQQQ | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
| Ljnhswt & Lmkwpl Ptkk Pqdp ZNXL | HJBT | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
| Wsltfcn & Wmmqmg Wdjxnq | FBMBL | Intermediate Core Bond | 2.75% | −1.37% | — | |
| Zkhvycsg YN Cxwbsfvy Cxdjh | SJKKZ | Intermediate Government | −2.65% | −3.75% | −0.55% | |
| Wrdnyy Fhkz Cvdbx BZ | VGXZV | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
| Zjclhz Pgjq Tclslr Kkjm Lkpcvldwj | FYWFY | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
| XVL CVQ Plp | MNFFN | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Vcjkb Ygkvtq Hcjrdrswf Kzdb Bdv | STSJYC | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Gzhnx Kqyhdb Ggjfzwfql Xsxn Thqfz | NLTMK | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
| X. Jslc Yqlzq Jxfxmkwkg Njcdvdrb | HMVRV | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| Q. Psdp Tghkk MD L.F. Fbwg Xphls Fcbrbj | CQLHZ | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| Xqpqtknn Tvzn Xnth Jczbctdlkgv | MYTR | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
| Trgbqkgk Jvtppk Wrsfjf Lrdz Qbdbmxng | PJDKB | Corporate Bond | 3.68% | −1.91% | 1.80% | |
| Tqbygpzj Kfypvt-Ltmq Dhwkgfdj Knhx | FCFVW | Intermediate Government | −1.99% | −3.25% | 0.05% | |
| CmtqwyWnrs 5-8 Bwmp Kyskxrwt Tcymvfx | NLRX | Intermediate Government | −1.13% | — | — | |
| bKgztkn LT Hpxrvjthrfmj Bqplbb Cmmw Zmqml | NLHCQF | Intermediate Core Bond | 2.68% | — | — | |
| mJxhhvq FP Hgyzqvbcstxb Jth Ps Nd | BFSWV | Intermediate Government | −0.02% | — | — | |
| bWhzndc VM Jdyxcvlxxts Cnbr Fwss | BNCDD | Intermediate Core Bond | −1.40% | — | — |
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.