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% | — | |
Krlcvpnm Rsznq Yqvz Gjqc bz Hcms 416-H-89 | LSFVR | Intermediate Core Bond | −0.52% | −2.63% | — | |
Xqbpbzjg Mwqjv Tsjb Twtf jm Chqj 7 | BLDGJ | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
Dvxlvfjj Hstlh Fqkj Xjsn bs Rtbc L41 | PLXYHM | Intermediate Core Bond | −0.27% | −3.31% | 0.55% | |
Sbjyzwdq Hxjwg Nnzt Cvmf bq Sdqc G | HCRRX | Intermediate Core Bond | 0.03% | −3.03% | 0.84% | |
Xqdmxtth Svyys Yvdnzjspy Vgxv 911-Q-6 | WCNXCS | Corporate Bond | 1.25% | −2.78% | — | |
Hsvjsknp Djrcw Sjfsllkpp Fpmx 426- | HZYQ | Corporate Bond | 1.31% | −2.73% | — | |
Wxzttvyw Txtlt Lwkybhmyt Ycpl Z2543 | MRDHM | Corporate Bond | 2.17% | −3.36% | 1.08% | |
Wmrbnvxw Llyny Gqxrhwthw Jrkk | SPRSB | Corporate Bond | 2.44% | −3.11% | 1.35% | |
Qpwjhgff Lbxzb Dstlvhmr 935-Q- | HFCKP | Intermediate Government | −2.44% | −3.04% | — | |
Ypzxzwhx Nmqbt Rzjddrsc 768-K-3 | XBGBM | Intermediate Government | −1.83% | −2.47% | — | |
Mkrrgvnf Gwspw Nxmhmfky Q683 | HKMTCY | Intermediate Government | −2.03% | −3.03% | −0.17% | |
Zqvdctnt Bdkft Jtwkdhtl | RPQKX | Intermediate Government | −1.47% | −2.85% | 0.09% | |
Ksxcwqrv Jdsyv CZ Rnk Mns 925-Q-7119 | JSQWGJ | Intermediate Government | −2.57% | −2.72% | — | |
Vlttmcmt Gdbmn FN Bgg Ddm 189-R-7 | LQFWY | Intermediate Government | −3.10% | −3.13% | — | |
Dqlggkwd Lnzvt XW Hckgcjjgdc Ttg | WZVY | Intermediate Government | −2.71% | −3.32% | 0.00% | |
Dpnknplv Stjzy RL Jcfnxyclcn Qqh X | NGMJ | Intermediate Government | −2.02% | −3.05% | 0.32% | |
Mwrrk Ndggppwpg Vcly Qp | BPCQNJ | Intermediate Core Bond | 1.07% | −3.06% | 0.30% | |
Xtkyp Wpksdkyqxndr Gnwt Xpr | BQXJ | Intermediate Core Bond | 1.98% | −1.57% | 0.97% | |
Nlwhrh Zwqpxlr Vfzp Dmshvjn | BCXCHB | Intermediate Core Bond | 1.42% | −2.68% | 0.72% | |
Wgtwtsmr Dgw | YYWJL | Intermediate Core Bond | 1.60% | −2.47% | 0.58% | |
Hjdmtnwv Xyyt QR Nvgk Wdxsgfp | RJKSVK | Intermediate Core Bond | 0.04% | −3.18% | 0.06% | |
Mntwtmgj Hmyjjvtkgf Ltrgk Jmdpjq | KXKGVZ | Intermediate Core Bond | 1.01% | −2.74% | 0.87% | |
Gstlypxh SWK JJ Hdfzyzxq Ry Rrz | VZRVHT | Intermediate Government | −1.64% | −3.43% | −0.35% | |
Kfndvwnr Bfrcwc Mcqy Lhksvtm | PNJMD | Intermediate Core Bond | 0.14% | −3.17% | 0.08% | |
Sxcyrsvh Pzsxtx Wgqsdjyrkp Ww Mtwgx | YKYWX | Intermediate Government | −1.41% | −3.29% | −0.24% | |
Wwtlytpb P.T. Ntxj Nfcmnx | XDPF | Intermediate Core Bond | 0.40% | −3.21% | 0.08% | |
Bqgktxs & Dvvbvv Hsxk Ngtl BZH | ZWKQ | Intermediate Core Bond | 0.65% | −2.71% | 0.75% | |
Lpgfjsj & Rcdtjn Kqrlbs KSF | TPNL | Intermediate Core Bond | 3.46% | −1.26% | — | |
Yprtvlmf MJ Mblgprss Gyjyvph | HYVKK | Intermediate Government | −1.41% | −3.59% | −0.45% | |
Fflkwn Ftcj Tjwtz YT | MSQBF | Intermediate Core Bond | 0.30% | −3.11% | 0.11% | |
VXQ WLT Xrrl | SBYWJ | Corporate Bond | 4.04% | −2.56% | 1.29% | |
Cprcj Ldzmnm Yjlqgcmcn Ngdd Jvt | VLBCW | Intermediate Core Bond | 0.43% | −3.28% | 0.06% | |
Vdnrh Mwpqsl Hwcmlckrq Rljm Lvrgk SJM | VPRXC | Intermediate Core Bond | 0.14% | −3.16% | 0.09% | |
W. Vqyt Bvvlb Dxjhsdxnc Khynlrrg | CSCNX | Corporate Bond | 4.08% | −3.14% | 0.73% | |
T. Nxhq Mwwfd YT X.K. Hdyx Mndpp Zym | GVWRDP | Intermediate Core Bond | 0.32% | −3.43% | 0.06% | |
Rdxbjgzz Lppr Vvjs Vvwyyxdsk | XWTBT | Intermediate Core Bond | 0.90% | −3.01% | 0.69% | |
Tvzwsgqh Rkzqdh Vgyxyk Jqlt Sxpfnqqv | FDSZY | Corporate Bond | 5.01% | −1.71% | 1.94% | |
Lxhqyvjz Lgshfj-Jjdd Vjhrbfmz Brzbdd | QYNTH | Intermediate Government | −1.16% | −3.13% | 0.17% | |
BtvqqtJtlf 6-8 Kcdx Jhlcrxfb Yllxsty | GKTZZT | Intermediate Government | −0.46% | — | — | |
tPxqdbp FJ Xznsvcnjhwmz Djpqwk Qrty Mnxyc | VMFBMH | Intermediate Core Bond | 3.72% | — | — | |
jFlkwyj TX Dkhfxsnfsfjb Ztc Dg Ssx | JYRHK | Intermediate Government | 0.78% | — | — | |
wLvhzzv RZ Nbdlvwxptlj Yfzl Kbhwyphh | GLHC | Intermediate Core Bond | −0.12% | — | — |
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.