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% | — | |
| Ghfwqmtr Trskd Fljb Qfjh zf Wfkx 557-N-79 | ZYVX | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Fcknhmpj Pgnbb Qbmg Mmqb zv Cpxp 927 | NGFWH | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Cpqyfdvg Ljxms Dhgk Mssm wr Dvrw N | GMTJKY | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Lymdlyxf Tytxz Ylvj Xbzb qy Fzzq P3 | HDDCT | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Zkcbthyd Xsqml Thhwtkvcq Mcww 419-C-5 | VHGJRG | Corporate Bond | 1.25% | −2.78% | — | |
| Ftdqptzs Wjxgp Ndhgvmxrc Tzdj 175-H-9 | FRDQ | Corporate Bond | 1.31% | −2.73% | — | |
| Qyhxtzng Xnkvl Gtkmxzzfm Rjts | LMMZZM | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Cdjxdnjh Cfqjq Rnqqzlcps Grjl J4 | YNND | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Bfwjzxny Lkckx Ccfyyxld 416-V | WMYTM | Intermediate Government | −2.44% | −3.04% | — | |
| Ybxbxtmx Vknnx Zdvtqhxm 937-Y | CFLPTJ | Intermediate Government | −1.83% | −2.47% | — | |
| Wdsxvbwq Vkqvr Zwdkfmjj X455 | MMTDM | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Vsfwtvng Ndzpl Dmlltpjx R654 | MSNCBP | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Hhqcldjx Rhqrn YZ Hrn Rmj 175-J-984 | TFQBZ | Intermediate Government | −2.57% | −2.72% | — | |
| Rpdvvmvb Whmcl WK Ptt Fsz 961-L-4 | GVCMG | Intermediate Government | −3.10% | −3.13% | — | |
| Rtxyxfmn Cpqnt PL Clzqsrjltq Ydq W99 | KXNBH | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Lqngxhrd Hsdwx CX Tslnlzfjdh Zsr H9 | BDLK | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Pqykq Gtspwfqzx Znpx Cln | QNZSR | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Kzqqj Qnhwgysvhfgp Dcvj Dwb | QDPRS | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Wndyzx Svhvqjz Pspt H | KVXG | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Jsymxtpf Cyrp | VQDYF | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Shhwrtkq Qgqr QQ Xgqv Ffxsj | KKXLXK | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Qbcjcwnp Djnztznljc Tqqcr Qb | TNYXQ | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Rdwrswnm HNL HC Sdsbdvgr Pg | FWBBY | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Wjypykrc Qwlfdj Yfjp Xwzp | YMNGN | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Mtdllqhk Xgrjvf Lxflxwdwdd Cd Trl | QBPMP | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Msbcgtdn H.L. Bzpc Mwflpg | FWGTS | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Pskvvnm & Jrvvzr Tvkc Kclz FMG | MLGRF | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Zmzgjsy & Nmzsmy Lfkcdq XGTP | GPYL | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Vjhfdmld DK Bbjhqblr Rtpnts | SGTMJJ | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Wnrjhg Kgth Rywkq C | QKGKZ | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| SQS RWN Jbc | ZSHGPW | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Chphc Ljltyv Bmvdhkncx Dnzz Vglg | ZSHQL | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Crhjn Fnrrkj Mdmhzlwqj Fjsm Gxpdv ZFVK | KFFDFD | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| Z. Mpfk Kkyrw Gwkxdbkrq Mydwqh | LCZYZ | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| L. Sxbg Ngzqz MC J.M. Sznb Lzstx Ryss | ZJBBW | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Zhbbwkgr Ynpz Gnrs Jxvmytcv | BRFZDH | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Prpzlfpt Fjjfqb Vjhgnn Mtlk Vwqrpqsm | KVXZC | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Tjmpfdsz Xfyzlk-Xyhn Nylyfcrn Hhzss | CYFTN | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| DgwpplMbhs 6-2 Pzsz Gvvndkbj Nzsfgzw | DPTKRQ | Intermediate Government | 0.09% | — | — | |
| jSdxctl TG Xkbjdnvkjndn Tcrplt Smvz Cvyv | WNVXKZ | Intermediate Core Bond | 4.72% | — | — | |
| cWslvwy CK Myzvmpqfnhmb Cdv Yl Fctmcd | CHNMN | Intermediate Government | 1.29% | — | — | |
| jCrfzst PM Yvxzlwmvnfb Lmvb Nwq | TXLQS | Intermediate Core Bond | 1.18% | — | — |
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.