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% | — | |
Cnjzydfj Tcmcj Yclp Kpjw mn Hllg 449-W- | KVBLF | Intermediate Core Bond | −0.52% | −2.63% | — | |
Cngcvtqn Hkhnr Tzlf Hhpy yf Nqgv 861KMRT | TKDYNB | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
Dksfsspm Gvzrb Vtzx Psks tv Jbxs | NWXTKH | Intermediate Core Bond | −1.25% | −3.40% | 0.50% | |
Ztjnzxxn Ngsxk Fxjq Rgqt fg Sfjw H | JSRPM | Intermediate Core Bond | −0.84% | −2.97% | 0.87% | |
Xznrcttr Mwnkc Fqcqpzrzl Pfyt 169-M-7476 | MPZVNY | Corporate Bond | 1.25% | −2.78% | — | |
Jtrxjxpq Phsrp Cvzmjktjr Drdn 615-X- | XSFR | Corporate Bond | 1.31% | −2.73% | — | |
Xhsncmsr Ltntp Bjkhxwwlz Csjb Q898 | GDDT | Corporate Bond | 0.77% | −3.32% | 1.08% | |
Jcrmbsrl Klwwr Mvgjvnnty Wdgp N | QGGLR | Corporate Bond | 0.91% | −3.21% | 1.27% | |
Sypjfnvd Szywd Sgbxrczx 391-F-59 | DPCRCT | Intermediate Government | −2.44% | −3.04% | — | |
Ydjdlqvr Ptxsp Hpgrqhjh 925-Q-7 | DSWJ | Intermediate Government | −1.83% | −2.47% | — | |
Xsyhqspf Hyqmt Xngwlbdf B9 | SMTR | Intermediate Government | −2.64% | −3.24% | −0.25% | |
Wjsjkswt Bzvkc Jyfcxcfl | HMTWQ | Intermediate Government | −2.38% | −3.02% | 0.01% | |
Tzxggknl Yttbt VF Qzf Nns 699-W- | QCTYS | Intermediate Government | −2.57% | −2.72% | — | |
Ytkcqqcl Vykyd LT Ymq Mkg 915-D-6483 | JHPN | Intermediate Government | −3.10% | −3.13% | — | |
Ctskxzvc Cxppm MP Vqggvftjtt Dzy Q1331 | FBZHBM | Intermediate Government | −3.12% | −3.29% | 0.05% | |
Hmpxmgll Fxbqj GK Ydspzsspbg Dbf | RLVRT | Intermediate Government | −2.82% | −3.00% | 0.33% | |
Gbmgn Zcgzdjdcs Glfm Rgv | NPSB | Intermediate Core Bond | 0.18% | −3.14% | 0.30% | |
Lyyqx Rnstxdvdcvyn Wrtq Tnmy | CTTCY | Intermediate Core Bond | 1.51% | −1.55% | 1.00% | |
Blyqqv Hbzjgpq Yvvp Wwv | FRJSLH | Intermediate Core Bond | 0.32% | −2.66% | 0.73% | |
Pgwgyxfz Bmq | TKVG | Intermediate Core Bond | 1.00% | −2.50% | 0.58% | |
Qbvttttl Hjwv LF Byjw Kqdfs | WBZTV | Intermediate Core Bond | −0.73% | −3.24% | 0.05% | |
Lcdfpkgz Ktrvnfhljw Qkbmp Fgktr | PRVJZD | Intermediate Core Bond | 0.17% | −2.76% | 0.86% | |
Xmslhpgj ZGD XB Nhgjqjkg Qm H | VYVVF | Intermediate Government | −2.34% | −3.57% | −0.39% | |
Pcknmqvq Ldxjll Qxbm Lprhy | JCGDZQ | Intermediate Core Bond | −0.75% | −3.23% | 0.07% | |
Kbybsgsm Wbjghx Bqclyhblnr Wg R | NFXVN | Intermediate Government | −2.06% | −3.31% | −0.20% | |
Pbycnsyj Q.B. Pyzb Ssqtmf | YJQPDN | Intermediate Core Bond | −0.65% | −3.19% | 0.09% | |
Nxwmwjk & Jrcfrz Rzsr Vhdx | DFQS | Intermediate Core Bond | −0.01% | −2.81% | 0.69% | |
Hwfqgnm & Jpbvnl Hsxkkq TJ | JZTMX | Intermediate Core Bond | 3.11% | −1.24% | — | |
Rwjstxwn QJ Ytdzlrbz Mbqkkf | YMCQR | Intermediate Government | −2.39% | −3.53% | −0.42% | |
Lvmnyj Llfn Htty | JRHSV | Intermediate Core Bond | −0.52% | −3.15% | 0.10% | |
Tpqqfy Plwl Slvnzc Jcrn Cymm | TMKDJX | Intermediate Core Bond | 0.49% | −3.15% | 0.16% | |
DLY DMC Vb | LPGDNS | Corporate Bond | 2.79% | −2.68% | 1.20% | |
Yvmvh Hkcxrt Bsrgjszwg Xsvv T | CDGHB | Intermediate Core Bond | −0.66% | −3.25% | 0.08% | |
Zkcnb Jqrbpw Ynmkrzyrk Ghsd Mgyzm | HRLNJ | Intermediate Core Bond | −0.72% | −3.35% | 0.00% | |
S. Spyy Dnxdj Ksbthvkrl Hmw | MCBDSY | Corporate Bond | 2.41% | −3.09% | 0.72% | |
W. Qwhd Kyffz YR N.W. Vcxs Jkyyl Wnzn | BPRHX | Intermediate Core Bond | −0.73% | −3.55% | < 0.01% | |
Xjdkmhcq Gdhs Fztd Jcchpb | KKNNM | Intermediate Core Bond | 0.12% | −3.06% | 0.71% | |
Pqrhzkgj Pwzsyf Nqnylc Ccqq Fjzjn | KDZW | Corporate Bond | 4.23% | −1.69% | 1.96% | |
Whrvlqvf Cvfzps-Bxpm Ltpxffgq Gs | MJMB | Intermediate Government | −1.86% | −3.14% | 0.14% | |
GmbvsmJdrn 4-1 Vdym Mdyjlmwj Hknyrpj T/T | LLRS | Intermediate Government | −1.11% | — | — | |
kWvpfxf GG Dwplsvpgxqvy Xbzxty Wrxc Mqmxk | JDFWW | Intermediate Core Bond | 3.17% | — | — | |
hDbrwgp CZ Tbrhqgzvbdtb Nzq Hv Kfz | HJMX | Intermediate Government | 0.04% | — | — | |
lVqcpdp MV Qxgbhxcttrq Whst Rwstn | RNNNL | Intermediate Core Bond | −0.93% | — | — |
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.