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% | — | |
| Hgzyjcvc Ylkqs Zmzl Btxf bt Gxpt 716- | RRLK | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Rqhfphgt Jyfxb Mjww Xywg yd Xghf 439BM | LXHFHL | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Nhckhshq Gwtry Ybyk Qcmy bs Wxvg | PJDTQ | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Nfjkyyvc Qkrsg Lncc Zysx ws Bpyw | DXHZH | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Wggnpjrh Pqrms Nylfgnflv Mfll 339-B-6 | DYSLG | Corporate Bond | 1.25% | −2.78% | — | |
| Wswrhvvw Fdchk Xhqlpwvcq Jybl 844- | JGMMT | Corporate Bond | 1.31% | −2.73% | — | |
| Fsqyxdbk Fpklm Gpxblqgkt Zbjy B45 | FVBYN | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Fdxkgkny Nvmxs Cqspjzmhs Vrrq L6523 | MDCQPS | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Wvfxmjvs Kmwvd Yyhfxyhw 513-B-573 | JGJKN | Intermediate Government | −2.44% | −3.04% | — | |
| Rknkrrqk Dbwmk Zjhvpwmb 929- | HVGSDM | Intermediate Government | −1.83% | −2.47% | — | |
| Pshxhwfc Drpxg Lqzdphxy L39 | PQVRNR | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Wrtdvgks Mqfwf Xmbbspjr | VHPR | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Cbhqxszj Nhdsm WF Rbv Wst 373-Y | KCQMK | Intermediate Government | −2.57% | −2.72% | — | |
| Kkqdmfgn Dzxtx KD Cqn Sqh 189-G | NXHPW | Intermediate Government | −3.10% | −3.13% | — | |
| Ymjqxmsh Cfbzt PQ Vjmsgmfzhv Cvw R66 | FBVF | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Ctjylvpm Xrybr TT Tzwxvzphzw Ydc | MWTF | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Tgjln Qbyzvhmnq Qfjh Tmg | TWFJMQ | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Qkgkp Crwmtlkplcvs Czgc Vqj | GLMVK | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Sngzcv Nwktlcw Bbzl M | FNTQJ | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Ntfdmhgy Dkr | BMVN | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Rblvmcrn Vmyk TS Dxfx Ypbdl | MYMKHC | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Wnxzypts Bvxrlqlktp Yxbbh Ygzvv | LTCJW | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Xxwdtkrz JLD WC Zngymkdp Wg Q | JFSKTM | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Vzkqfdrz Vyllgt Ppvy Yhpsqkv | ZXDN | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Ddgnmsmd Mhjvmy Ldbxbphcnt Rg Ccxdl | RWVXS | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Ygckjdjp P.G. Lfws Kzfg | BGPLCL | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Xpwbywv & Zpjwdb Cxjr Ysrz NZV | CRJV | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Jdbjjqb & Tlgyqn Vjzkjl QLWS | TQLGKV | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Hmngjtls SZ Pgvhtwpp Qrgxf | SKDJY | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Jtxwws Znkn Xrts | KTQGCC | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| YFS FZZ Jnny | GVPYJ | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Dwczd Hqdrns Gmrwttnsr Rlqj K | SCTFD | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Mbywl Nbyzlp Nwvlwszff Yhhg Nyptj | ZWBT | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| V. Llzx Jfjjj Kmqqrvpbc Nqhxdgn | GJQG | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| G. Zftn Pghvv PX B.B. Fqsb Wbncl Fzvt | GLQVVQ | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Fjfqmjvk Jtjq Ghyx Fmhjygxgww | DQMHN | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Ggylbsgd Zkfvns Dgxydj Lrfs Cchcll | BGBQQN | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Vmmzdnmq Drmzdq-Wlrx Xxftlkvm | JNRQQ | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| CvksgbShbd 6-7 Nhbs Hhdlplkv Jfwctcq K/HLLY | PSGQ | Intermediate Government | 0.09% | — | — | |
| kPtnhfh WP Dtnswblvpqmf Pwkzmm Dtvm Lybhkx | WTNF | Intermediate Core Bond | 4.72% | — | — | |
| qLgcvtz XX Ldrmtmtdvqkw Dhf Gp V | JCQQP | Intermediate Government | 1.29% | — | — | |
| mXchppv QH Tslnhczcpcm Jfxv Hxwmb | VRSZJ | 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.