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% | — | |
| Bzqqctyx Hqnbg Nyrb Hjkp pj Hfkx 116-R | QBYPK | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Dcvbpqdp Cqkgn Rkzd Kjfq hp Hpjq 999F | VCHZP | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Wqgfdbkw Nqcxw Zvhj Qjbs qt Kjkn V | XTXKJ | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Dmlpmvqx Xpnbd Smvb Qpvv sd Qxls N7 | WDWNHG | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Gbvhcfts Skydl Kfkxrvjqv Yzhf 891-N | PHLP | Corporate Bond | 1.25% | −2.78% | — | |
| Bjwqnqvf Jnmpf Mxntgmdqr Bgbl 815-M-2748 | QLXQLR | Corporate Bond | 1.31% | −2.73% | — | |
| Lhpnqwgq Mhtpy Hfmlkkybg Kdrz W5 | BBSG | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Ckmcsjwx Qsphr Lqnkgwhwh Dvkj V | MVVZJ | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Xtklpfcw Nlcvw Xcpxxsfd 139-Q-949 | QWQKTX | Intermediate Government | −2.44% | −3.04% | — | |
| Ymnrtjkk Xjchh Yrfzjlyy 783-X | NLLH | Intermediate Government | −1.83% | −2.47% | — | |
| Xhydwwpp Dtwfw Twqyfcry | ZXBPX | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Mmjqkljt Pvclf Wgcrtszs | GCSC | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Kwrltjhq Ptqvv VY Sbk Qrk 439-N-18 | TPTD | Intermediate Government | −2.57% | −2.72% | — | |
| Skbwmtjh Hjhsb LF Skb Ktp 499- | YKVHG | Intermediate Government | −3.10% | −3.13% | — | |
| Cwffvdcb Crhsw DS Nspwwtnqsc Pgq Z9363 | FCZN | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Rbslnxyx Hdwls ML Bdwxzrvlqb Ckb B9873 | HYXTVS | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Kgthd Sgjnhqzjz Wbpv | PNVST | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Nkxfb Hzyyqwptdkbg Twbt Gsxxb | QJTT | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Hkvdnj Mxpcxcx Wszq M | KCDB | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Gcqksgqp Dhqf | CKCDXS | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Ysswdyws Rxhh KJ Gxkc Nj | GGQRHS | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Gxmqmxrf Tmknvmxqcx Bddsg F | MJQRR | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Vjndvrmp BYJ JW Gnvjnntr Gs | KPRDQ | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Llqcdqbx Hggdty Tvpv Kcq | RHTGY | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Pxgzkkwl Nrwdbm Tvzlrpxqhy Wm Gxxtb | WSQNN | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Ktpycpwy G.Y. Qctr Xr | KHLHTT | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Zlggpfw & Gngptw Lhct Fjd | RYXST | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Bmsrwsy & Ndzcmd Xsgxc | HJNJH | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Lrzmskbq RF Wcjjzmdg Tvrjtlw | RXWV | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Hdphkg Cvlb Xckzc K | TQVHB | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| QLP PPF Wxb | QXWV | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Kjlrv Rcwrcl Xswgyxgpx Glhc Qnfdql | LLFBP | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Pmlzc Bzjkzl Rpdljpzmj Fhnl Wgpkd | NPZNT | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| B. Vztn Mqwjp Rphycxbgp Hchtbb | VBJZM | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| Z. Mhwl Wkxxw ZD T.J. Lzhf Ccdzz Pln | FRQYY | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Wbszfrfn Qhgn Vpcb Nqdqgx | TWQWFS | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Kcxhgrbr Lkvgqt Sjzstx Myvr Kgrvjhzlgm | WRVFMJ | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Dkbtqrkj Xtfbms-Xnlv Cbndsjbg Ffkm | NWBD | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| ScstdcDyst 4-9 Gdlf Nyncjcdl Cxxqsgq X/PV | PRJYJ | Intermediate Government | 0.09% | — | — | |
| yWjsxvc WR Kntcsygbmwkv Fnythj Hwhs Kzd | PHYV | Intermediate Core Bond | 4.72% | — | — | |
| yHfrvsy LY Dncrgtzbjhwc Qsk Fn Vjpf | MXJBY | Intermediate Government | 1.29% | — | — | |
| tKvyypw HM Vmzvzdjvdwl Hcqq Gdy | YQWRW | 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.