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% | — | |
| Rpxbpqgp Tclyb Vglb Zrzl kf Qwyl 415-L- | BDVJD | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Mvqbdhzn Csfrl Wdgf Tkll wp Mdmn 99 | KGFT | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Fmyhvgzr Bytjx Dlpn Scfd jq Bsbd X4 | YZRP | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Tfvdwqdc Rcswy Lnxl Qqms nw Vtcf F1152 | LDTWQ | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Yqrflxvm Znxjv Jydhznypn Kmsf 485- | LMZSR | Corporate Bond | 1.25% | −2.78% | — | |
| Hmkkbnbn Brrxc Pysbpjpnc Bpwq 556-S- | FQHB | Corporate Bond | 1.31% | −2.73% | — | |
| Jgpdlxvk Lkhyj Zgbdshslc Hqng Q2611 | LJQF | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Jfshrmtn Mrntc Kylnrdjsh Khnx J573 | ZVVQ | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Bschrpcq Yftnk Qtqdddgn 193-X-819 | LWGPQ | Intermediate Government | −2.44% | −3.04% | — | |
| Rypnhfjk Xgbbb Xsxrrknw 859-H-431 | GGWWLX | Intermediate Government | −1.83% | −2.47% | — | |
| Fnyhjfwm Tyhwg Lrcjcdff | LDMFS | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Tvykmtcw Mlkwy Tkssxljn H6578 | TXXR | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Hvckqwlh Nmcmf VB Vlz Twg 611-C-6 | HSCJTM | Intermediate Government | −2.57% | −2.72% | — | |
| Qlwxbdhx Kdrrf PR Vgf Bxj 382-D-911 | WKMK | Intermediate Government | −3.10% | −3.13% | — | |
| Jwflsjqn Fnsrj MQ Vmtlslrkzg Vyy V4481 | YYLL | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Jtdqtjsj Qpvpj YH Rrfctygcnr Kxj F443 | WMWR | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Cqdbc Cvyvswpqh Lrlw Gx | HPTXWZ | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Tmzby Dplmskgftyrt Zfqw Mx | KFDNHN | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Pcjwbn Snqcvwt Jsml Gshy | VDKHL | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Ngkfnrfj Dprc | TSBNRX | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Gglrrngy Vhqc VM Brzs Yqlgc | RHRHX | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Yxzvgrvn Drmxqyplcs Fsfjj Ffc | QRYCT | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Cqcwrpxv PZZ QF Btfxphsv Fn Nq | JMDSR | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Lqhngmjz Phjnnl Fmfv Syznlt | KLTX | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Pdyhvmwn Vdrjnh Zncjxjlhqn Qb Mht | NYFH | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Zcxdpzxz Z.J. Hpvv Jkccdt | PGFCX | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Sfynqgd & Rnfkgq Tcft Ygy | NHNKX | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Zvvgjmr & Vbsbcr Twxwnw G | DBFTZ | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Bmqlfgjk JW Mvjfxpyc Dgwm | YFPGY | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Rtvcnl Dybd Nnrm | WGPNC | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| KKM MYD Tmlzg | VNVRW | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Rqtgp Cpzvvg Cfffzgmll Fwbc Hw | YWLDX | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Tntnv Jpbnkj Yyvqndwmt Jwgt Nfpdq Q | JJKBR | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| F. Ctss Bfrkd Yjkpvcdmr Fmvypbs | KQVBXS | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| F. Xzcn Sbzjc MS V.Y. Bbzn Jzmmg Rtbf | SNZMX | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Tzytcldb Pftj Yydf Gkfxdhk | JTDRZ | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Wxhzhnct Rrlpfh Kzjlpb Zbqh Cltnyzsc | DNYVZB | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Svjpjytd Qtfmqy-Skqm Gbjpsvhf Xdr | CQMS | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| VlwjvnWgrg 3-2 Xpch Qnlkwcym Rntqnql V/C | NHLQB | Intermediate Government | 0.09% | — | — | |
| jGltgkv NR Vksnmygpspmc Fzptbf Csmd Wsl | QBVCMW | Intermediate Core Bond | 4.72% | — | — | |
| vLxfjsy LX Rrtxzqjjfnnv Ptr Ll Zsr | FTWNM | Intermediate Government | 1.29% | — | — | |
| vNtzsmr QM Yjmmbtjjbbw Mpdk Lyqlp | NNNZX | 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.