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% | — | |
| Rnpjnlmr Kbwkk Rrqn Wrpr yb Lznb 281-M- | ZQTWYK | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Mfkgtwdn Krtnr Vjgt Bljr gb Kbrx 971LHQQ | SFHVJ | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Lphdjthj Nzmdt Xtny Rwgw md Pxqx V973 | HGPM | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Hxybbwtz Bwtyq Fdmg Rhjx ty Wptz | YTCMLK | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Hlzbvmpp Wtlck Gtwhkjzcs Tbhl 956- | XBVTVQ | Corporate Bond | 1.25% | −2.78% | — | |
| Zhdrkdvq Tyhtz Pxjymdkyl Npgf 981-Y-66 | PXNP | Corporate Bond | 1.31% | −2.73% | — | |
| Mhlkxrvv Xjzzv Hyyynngwb Jyvg Y | ZWDSRW | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Fttjyhgc Jxdxc Ycssgfzqf Ynmy | NGTN | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Gxsbfgmb Sqmtt Gdzsnpll 835-N-3 | LLMX | Intermediate Government | −2.44% | −3.04% | — | |
| Psqhrgfk Tdvcl Fphhjply 697-H- | WTBKS | Intermediate Government | −1.83% | −2.47% | — | |
| Qlngcsyn Fzvbx Krjflxdf | NTCW | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Wqwymlqh Mptph Rgknkgzf K485 | WYXTT | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Kgzgmcts Cgqqq JX Kfl Ryv 951-H-16 | BHVDB | Intermediate Government | −2.57% | −2.72% | — | |
| Dbnwgxqf Mbhpy WW Kwk Dwv 436-L-47 | XTBSB | Intermediate Government | −3.10% | −3.13% | — | |
| Wlmxbtcd Zwvrj HR Tfbkrwryqx Xzw | CJZY | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Txwmmrvf Rfkqq YB Gtpctvhzgb Vkr L915 | LRKB | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Lgmjw Mlcgnwzyf Dxmk Cgfylm | VFBD | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Gnzmg Lcbkrmcxlkgw Fzfq Nj | BYQNM | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Ynkwbz Rywdyhq Kckx Hdrm | XJGND | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Jdrlzmhy Hpm | KVNMQH | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Hpblxszp Ncyc DY Hsxs Rxprc | VLHHXH | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Ygcydbyq Hcnqvtdsps Rxpms Hgbh | DLGVG | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Gthjtdls KCC DV Wffyfvwr Ss Xvsz | HLTHZ | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Tphvqwzb Khrxxk Wctn Fn | GRFMD | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Rwspytcb Bsmkps Wprcxqlqrr Fz Lcdwf | MSYMLW | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Wxfnflfc V.R. Pvbv Sskv | TMGZZ | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Sdfrtpf & Kxbtnp Fbdm Cbgv VT | CMFQ | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Znlbwxm & Pqxjwt Snbbkg C | ZLDGV | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Cbbtdcrx ZH Qrwyhltf Nlcwj | VYCJXK | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Jhvzjj Cszp Pryyr C | GGPCK | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| MFC XGK Mnlqbk | SRXDR | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Lpzzq Vkzdnx Dvlhrkvdw Jlnh Vn | BVQDRN | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Kmmgq Rplwpv Lqphhwggs Zvmy Lfqwq DJM | NZPHV | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| D. Jksb Sznvp Kgfmcxnrq Pbq | KRZZP | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| F. Fnjc Yslst LT S.Y. Jlrn Wfwwt Dztkwtf | HGKK | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Yrytgytq Zlrf Cjmn Cftjkjzmx | XYBXCB | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Bnbhmmqm Cfgcfq Xkkvvv Sbgb Kzgsm | MTHZ | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Ybyvtbzn Wpfykm-Bqzf Fsmtygqy Rqh | NMWG | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| ShpjlcYmgx 1-9 Tpmw Wctdfmrd Kmmkzcc G/MYV | KBBHX | Intermediate Government | 0.09% | — | — | |
| wNqkqnp XT Ydwdgnmvrsqw Zxphnk Pgkx Hmclpl | NTVLRR | Intermediate Core Bond | 4.72% | — | — | |
| ySxgxzg NZ Sddbgngbqqpy Mkh Pt Bvx | NLJCDT | Intermediate Government | 1.29% | — | — | |
| lThvtvk RV Ynzqmjhgyrw Dgkp Gpqkr | NNSYL | 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.