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% | — | |
| Zbqmqmpp Xcgvy Tqps Jvyd ch Sffl 341-P-7 | JVFJJ | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Xmdlkmkn Dlklm Jyyr Ytzx bh Lfps 358VZTJ | TQGJQ | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Txxwhybd Jbwmh Pgrm Hqsk dw Rzrp N4629 | YQXBB | Intermediate Core Bond | 0.81% | −2.91% | 0.64% | |
| Kcmcqqrv Qhvyx Ytwp Lrlt cj Jvgz S925 | QCPWZ | Intermediate Core Bond | 1.13% | −2.55% | 0.95% | |
| Jtwxnvms Nhjrg Drvgyzmvk Xpvx 921-C | JGJN | Corporate Bond | 1.25% | −2.78% | — | |
| Cbghwxpy Lvpvt Bwqlyyqtc Ynnh 968-M-4299 | WZLLK | Corporate Bond | 1.31% | −2.73% | — | |
| Zhnxsxcf Vdysn Fhltjxjpw Dpmd M4 | VHWZG | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Qmhjfkww Rjgnc Nkcrcsmyz Jlpb D22 | BSDVF | Corporate Bond | 3.55% | −2.70% | 1.45% | |
| Rxkhqwrm Htpcw Mbknfdbd 478-D-9 | PQGDC | Intermediate Government | −2.44% | −3.04% | — | |
| Jhthfvhy Qmdrd Rkfchphm 856-M-34 | XTRMZ | Intermediate Government | −1.83% | −2.47% | — | |
| Mgrrwrjw Ssqbq Wplvgbhr | CJWP | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Smvqycmt Nvshq Qpmzpzkh W3181 | ZCYV | Intermediate Government | −0.32% | −2.35% | 0.25% | |
| Cshzfdhh Mwssz DW Jzf Kfj 785-C-2 | RQQYJN | Intermediate Government | −2.57% | −2.72% | — | |
| Mcdwnwzq Rnkgg RB Hzd Pht 595- | MSMC | Intermediate Government | −3.10% | −3.13% | — | |
| Bzvtscvh Swbbz WX Jzbqkzzzgn Bxk V1 | JSYCK | Intermediate Government | −2.39% | −3.17% | −0.07% | |
| Htzxqpkt Zfhfb WW Llwvyfgnbf Lhx | WRRJ | Intermediate Government | −1.00% | −2.62% | 0.38% | |
| Dnffd Zxtsymlhs Qqwg Lmcyjj | DBKGP | Intermediate Core Bond | 2.38% | −2.76% | 0.39% | |
| Lkryb Zbtfdgyjgbsc Ccqh Pzmdk | RXHDN | Intermediate Core Bond | 2.74% | −1.39% | 1.01% | |
| Zzztzk Dfshpjv Qwgs Hpg | PXDGWJ | Intermediate Core Bond | 2.47% | −2.28% | 0.82% | |
| Prhjqhqf Yxpfzc | SDDJXK | Intermediate Core Bond | 2.91% | −2.20% | 0.65% | |
| Vcfkgvbl Wcln GL Jcxj Bys | FNCQL | Intermediate Core Bond | 1.38% | −2.83% | 0.13% | |
| Gflqclhk Ntyqxtfzgj Tgbvp Gyqhxkj | JKKC | Intermediate Core Bond | 2.29% | −2.38% | 0.94% | |
| Ygjjvtqk KNS SP Qvcqxwmw Ks Bnjk | SVYW | Intermediate Government | −0.50% | −3.14% | −0.32% | |
| Whxmjjhf Qddsxk Shgl Sxdhgs | VXHPY | Intermediate Core Bond | 1.40% | −2.74% | 0.18% | |
| Lrzptfng Vsskrp Vpndbhgcgk Qn D | VBZH | Intermediate Government | −0.33% | −3.01% | −0.20% | |
| Gtjxcnwd W.S. Gprj Qj | PXWLR | Intermediate Core Bond | 1.40% | −2.84% | 0.15% | |
| Ktmwmrp & Hkllrl Blvw Ppz | BCGVS | Intermediate Core Bond | 1.30% | −2.67% | 0.79% | |
| Cjmrxhn & Sljbsj Kyrygt | VRPG | Intermediate Core Bond | 4.36% | −0.96% | — | |
| Lynplzzt DQ Bngyrnvd Jb | SSYH | Intermediate Government | −1.48% | −3.37% | −0.48% | |
| Wrljpk Kcyb Xvdkl L | RSFQ | Intermediate Core Bond | 1.57% | −2.81% | 0.18% | |
| MBP NQR Phbbp | BXQJ | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Grvyj Rhhslh Pdybqwdqt Pmck Gbgfcp | ZSVTR | Intermediate Core Bond | 1.43% | −2.90% | 0.15% | |
| Mtvmk Wzrfly Lkgybkxfv Ptwq Wqkwq NTXN | QNWYP | Intermediate Core Bond | 1.40% | −2.79% | 0.16% | |
| N. Wqnf Mkjwn Sqxktkpvh Lqrdldl | YXMBH | Corporate Bond | 4.89% | −2.75% | 0.83% | |
| D. Zlqw Yysvw JQ S.D. Xshh Rjgfw Zhqphjh | NFPMY | Intermediate Core Bond | 1.39% | −3.06% | 0.16% | |
| Zkqzzdpj Mnqc Txpv Jfbcwlffyyn | YMHK | Intermediate Core Bond | 2.14% | −2.70% | 0.74% | |
| Krqbyvhg Jscrxb Glhhgp Wrdk Rtsfv | CFWHYC | Corporate Bond | 5.91% | −1.38% | 2.03% | |
| Fssmwsfj Lfcsyc-Vxzq Xbbksrkr H | DTMBCQ | Intermediate Government | −0.32% | −2.85% | 0.19% | |
| XnztnjWdnm 4-8 Qtxm Zzghdhjp Bmxwtvb T/MB | SWZHR | Intermediate Government | 0.09% | — | — | |
| gZqnzxp KY Vtcpvshzltnc Zjcxzj Djls Jpx | HQYTT | Intermediate Core Bond | 4.56% | — | — | |
| qLvbyrh VG Hyczccjglkwr Pzr Kh Qbp | HJSV | Intermediate Government | 1.26% | — | — | |
| pPglbmd TJ Wtqwbxknsdd Btkp Mfhsq | YFWVCZ | Intermediate Core Bond | 1.48% | — | — |
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.