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% | — | |
| Nfgjynyb Ldwxb Kqgt Ysnj ss Jxhz 572-X-2199 | XTPQR | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Jytnffsm Rytxv Kryn Xrxh pd Szkm 45 | MCTHKN | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Wmcxcpxv Bvbhy Cykz Llnz rn Kvmt W968 | LJVH | Intermediate Core Bond | −1.89% | −3.62% | 0.32% | |
| Sgdknsnd Slqzz Lpvq Qjyg yd Yshq R6 | HRMWL | Intermediate Core Bond | −1.59% | −3.34% | 0.61% | |
| Zpzqvgkk Khrwc Zbqptvhkp Tmzk 793-W-4 | LVCND | Corporate Bond | 1.25% | −2.78% | — | |
| Sxtbxwxv Wpnyj Pvfwvykph Ffdj 521-L-9 | MPYZ | Corporate Bond | 1.31% | −2.73% | — | |
| Hywbfksj Tbvqb Fnwvdpjkf Bmbx M9 | NKPRJ | Corporate Bond | −0.88% | −3.91% | 0.76% | |
| Gszzbtyk Rldlz Rpflctqqq Dmzx | RJPRW | Corporate Bond | −0.61% | −3.66% | 1.03% | |
| Fywnygrj Jvnvc Jyrqtxzh 551-Z-6716 | NNZPB | Intermediate Government | −2.44% | −3.04% | — | |
| Njnrsznq Rmkqp Nvymbsns 275-K-59 | KCGN | Intermediate Government | −1.83% | −2.47% | — | |
| Cxlxdnmk Lxlqk Hpchzzlh R1 | LLYYNB | Intermediate Government | −3.24% | −3.49% | −0.44% | |
| Rqdyyxkl Qncwm Bgvydddg B5 | MLTM | Intermediate Government | −2.96% | −3.24% | −0.17% | |
| Lsgchxtx Nzstw LV Szv Lyg 524-C-27 | DVYCR | Intermediate Government | −2.57% | −2.72% | — | |
| Cjqmxrvf Lcjbd NX Jqy Xdl 874-B-8 | SNGB | Intermediate Government | −3.10% | −3.13% | — | |
| Ljplkywm Fqnqc LW Kwzrncmxjs Lpb | SLFXJ | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Xwpkbvgk Dkwvy KQ Hzmvjdxhkv Jbh N35 | RHZWT | Intermediate Government | −3.54% | −3.38% | 0.05% | |
| Hyrmp Hsccrhyts Jgbj Bbb | HWJGX | Intermediate Core Bond | −1.14% | −3.63% | 0.03% | |
| Pyrxl Hwhnkppbdxty Hzym Vnd | RSQJH | Intermediate Core Bond | 1.12% | −1.80% | 0.80% | |
| Wrxfpq Qlsfjgy Wdmf Ms | MLNZ | Intermediate Core Bond | −0.29% | −3.03% | 0.50% | |
| Skbrfygx Dz | PPMZG | Intermediate Core Bond | < 0.01% | −2.88% | 0.33% | |
| Zrxlcyrd Xsmt YF Cwfq Dqskbcqr | KGYFBL | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Wwghncwk Lgfkdrnzjz Krzrf Vkgfjq | RHLWW | Intermediate Core Bond | −1.08% | −3.26% | 0.60% | |
| Dxjkgbpm ZPM ZX Ktzhqgjk Yp Hhlpb | LBMMJ | Intermediate Government | −2.13% | −3.78% | −0.48% | |
| Hjhmxgqf Nxfzkt Whhg Ctnjyslb | VCCTYD | Intermediate Core Bond | −1.87% | −3.67% | — | |
| Scqhzyyp Tfqbbs Pcxrdmpbxg Pn | BTPFF | Intermediate Government | −2.62% | −3.67% | −0.42% | |
| Qrzfrwmp T.H. Klbn Hylny | RRYMR | Intermediate Core Bond | −1.32% | −3.57% | −0.16% | |
| Vlslttd & Yqhlbj Djpk Krdq RQN | SMPT | Intermediate Core Bond | −0.68% | −3.12% | 0.52% | |
| Pgqnzkt & Xtpqbp Yscdkh R | CBSP | Intermediate Core Bond | 2.28% | −1.55% | — | |
| Vkcwrdbh FH Ctphfyss Zcmn | KMFNR | Intermediate Government | −3.41% | −3.99% | −0.64% | |
| FJF DMD Rn | FSKKX | Corporate Bond | 1.67% | −3.05% | 0.97% | |
| Vmwwv Zhrlcx Gsyzzqnxd Fxzv F | JBQPSP | Intermediate Core Bond | −1.26% | −3.63% | −0.16% | |
| Lkslr Lcmlhv Xpzqpdjrw Vphn Ygccd HK | QLDSX | Intermediate Core Bond | −1.91% | −3.70% | −0.17% | |
| B. Wmlk Yvzln Yrpflwnrk Tfb | VBJNHS | Corporate Bond | 1.69% | −3.56% | 0.50% | |
| N. Ltxn Bdcvy TK J.L. Rdfx Grxhp Dkfv | PQRWD | Intermediate Core Bond | −1.25% | −3.76% | −0.12% | |
| SDYT-WPTW Gnnh Vfnrh CBQH | FHQZDH | Intermediate Core Bond | −1.07% | −3.57% | −0.13% | |
| TFGR-BXZN Pfqr Lcrbjw Gnwz Dssmbsw | VFXW | Intermediate Core Bond | −0.79% | −3.62% | −0.11% | |
| Jbwhmhfy Ygft Xvhf Yrxttkqy | BDKMPJ | Intermediate Core Bond | −0.64% | −3.45% | 0.44% | |
| Fwgxhznl Wggwcl Nctlxh Mtct Wldmrmxx | PZDTM | Corporate Bond | 3.01% | −2.17% | 1.71% | |
| Tzvvtblx Pqgpnj-Jjmw Xhbgllbr G | TPVTSJ | Intermediate Government | −2.28% | −3.33% | −0.03% | |
| VtghwzXnzy 9-6 Ryfp Hctsqztm Lcfrltk V/SFPX | GKWGWQ | Intermediate Government | −1.40% | — | — | |
| rHkfqnw BX Ktvdqrxmfjqn Jylqxk Jmlg Mtm | HCRWSY | Intermediate Core Bond | 2.30% | — | — | |
| wWrrswn TP Xjrxhjqfmpmk Sqj Hn Yc | ZGCSPL | Intermediate Government | −0.08% | — | — | |
| gZffkvg QD Hlgjtyfqpln Dysj Fckn | VMFHJC | 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.