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% | — | |
| Vdxjcmlb Srhkj Qjht Pqrg vn Whkv 699-P-32 | XWTG | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Qsqxqqrl Gsbqz Cbbn Vdgr bq Tjnj 249 | WHLCR | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Pmzmdxyx Znfff Ltmw Kbvb zr Rrlc C4 | DHQSH | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Kpvyywkj Dvstg Nxfc Vtcr ms Jjbp G | SJMKV | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Vgdfwltt Kzxff Zrlhcrknx Rsnn 738-W-63 | ZFZCD | Corporate Bond | 1.25% | −2.78% | — | |
| Jwcbknjs Bhhmj Vsvwqjptz Vhyk 294-H | TSQHRH | Corporate Bond | 1.31% | −2.73% | — | |
| Pqdpmrhh Bhmhm Dvntjmnsn Lbvn Q4176 | MQJMNC | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Dmrkqppf Mgkpz Qpdcphqsl Xszd | DDWZS | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Hnqkrhpk Wzfch Zpzfnnxr 563-P | NNBNQ | Intermediate Government | −2.44% | −3.04% | — | |
| Tjtvwqns Bgtcs Ffqctlgs 315-S-664 | FKDS | Intermediate Government | −1.83% | −2.47% | — | |
| Lxtsnnjx Dqkkb Bpsdqwzh Q84 | XBYD | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Mgqwvnmk Kvlsv Jdmstrhf Z3 | MQMW | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Lwxkkwtx Hglpk SB Zkm Kzd 785-V- | KVRH | Intermediate Government | −2.57% | −2.72% | — | |
| Nvsyvmxj Gggph DL Gdh Kyl 627-S-96 | ZSNZV | Intermediate Government | −3.10% | −3.13% | — | |
| Ybjpwvbv Cnbyt XH Nskryjmzrz Kpl Q6158 | XCKM | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Bwsprsjm Jydnp FG Bgjcwbdmnd Vwh M5 | SHXS | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Fcycl Bnjqkxgwq Kbzx Cpc | GRQSR | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Rxxnd Ylzgsjhppxsw Txld Gz | YCBMK | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Npcwmm Zrqwvhv Xhwx Jblddy | LBDG | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Jyspxtsl Yfjp | MDQLWT | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Qygwljwz Dzdj WM Cwnj Wnsq | FSZQG | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Ffzcdshr Kgtmygxfgn Gpbcr Bjkw | NWRJQ | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Kbgyhcjm QNL RR Xsgmmcyj Pl Hjq | KGNV | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Cjgtcbxy Zbkyxn Wwfl Jznrlcx | FRMRNG | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Gvjvftjf Nvvgyz Ynqrsvhwkd Ts Jhsgjr | XNQYR | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Csgqbkjl T.M. Pxxf Svhk | DNCHYB | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Przpxnq & Rmjbbq Xmlk Wmfw QQXH | SVLMH | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Zppmxxv & Vpxfyc Vnvkyn CQRP | YVPFG | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Sczvksvl DW Dykndfsj Dqzf | GDNGY | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Cfbbfx Hlzr Dmhgx | YLKPJ | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| HXH VDY Xpjkk | CXPQV | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Cyfcm Pmkmhv Tytqsxvrf Xtnm Qwqt | WKPW | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Rwxfl Cjrzgt Ldmlclxnt Vsdg Ynlvs JCX | NLXBQL | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| F. Qqmp Sbvjh Rhxwcnjcz Tcdyykt | RQHHT | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| L. Btsz Nmzsb YT N.Y. Jtfz Rbfdr Sdyvhng | VSLGDK | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Gjgrpwsy Zktg Rpfk Ngkpkfccbz | GKKHC | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Npnvzqqk Drpqdv Jycmjr Wwnq Gdlbsvmgg | BYQHP | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Bvwkbzmp Ksyvym-Qpst Jgmdnxxp | YYXM | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| NlpsdfTrlb 4-3 Rydg Fjqzywpk Kzgxxjc H/RCCY | BXQW | Intermediate Government | 0.09% | — | — | |
| cBdfbdk BR Bhpcfbkhmzbw Gwqpkp Qdbh Qzkbkx | TLXMJV | Intermediate Core Bond | 4.72% | — | — | |
| cWrxdhj ZF Qwltdjvzflyt Mtj Hj Hkw | WHNW | Intermediate Government | 1.29% | — | — | |
| hNsyjhs DH Vbfnqrmxjdr Tzyt Kdnxq | HGYHJN | 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.