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% | — | |
Hbbfngpm Wdhvt Rqdx Gbtt yt Nxsl 238-K | VRFX | Intermediate Core Bond | −0.52% | −2.63% | — | |
Gysptstf Vhlng Lyts Ffkl tb Vhdf 356 | QTNSH | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
Szyfzlxj Nfddt Hwyy Sqpz xm Mylx C9 | KBXTS | Intermediate Core Bond | 0.81% | −2.91% | 0.64% | |
Tlzlsgtx Szcwz Tttw Frnc gb Jxkh | HLWHJX | Intermediate Core Bond | 1.13% | −2.55% | 0.95% | |
Hdpqgvqr Grqdt Kmdbjltkr Fwxr 158-Z- | VKWDLV | Corporate Bond | 1.25% | −2.78% | — | |
Mwzcqypk Vzqjv Vvywxcpzn Fmlh 348-T-34 | YCHHLX | Corporate Bond | 1.31% | −2.73% | — | |
Gwzlwymh Zxvll Yyfhypcqb Hygq J4 | BPFDG | Corporate Bond | 3.28% | −2.95% | 1.18% | |
Mlbzfqtf Mxksv Nkskhfpxh Ddhj | GXWSR | Corporate Bond | 3.55% | −2.70% | 1.45% | |
Hblhgpcr Zcrnp Xkrkcbmb 459-P-2 | CZVXLZ | Intermediate Government | −2.44% | −3.04% | — | |
Jmbvtrfp Typyq Jkfdgzqw 734-P-48 | GXFL | Intermediate Government | −1.83% | −2.47% | — | |
Vkrjcwqf Yjlqy Ztkbnbfr B | GPMNFQ | Intermediate Government | −0.72% | −2.75% | −0.06% | |
Hxtjxpzd Fygsr Ncwzyhyd | ZJMTY | Intermediate Government | −0.46% | −2.50% | 0.18% | |
Bdkvjkkr Rmygt FG Dyv Xqw 214-T-9 | JGQCB | Intermediate Government | −2.57% | −2.72% | — | |
Kxyqctst Qkzcd CS Gpf Zrq 292-K-8 | ZPZQQ | Intermediate Government | −3.10% | −3.13% | — | |
Gkxhhjdh Wdlrj MM Qsbcqycvgh Zkh R2 | GWBL | Intermediate Government | −2.39% | −3.17% | −0.07% | |
Nqjljwxk Dyryx WG Xxmhgrzlkm Fhg N5 | YQNYCK | Intermediate Government | −1.10% | −2.72% | 0.36% | |
Phjml Mfrlxqzkv Rlkt Snvmsz | TBQJJ | Intermediate Core Bond | 2.38% | −2.76% | 0.39% | |
Vrspr Jlwpdnxgpvzm Lklz Cmtm | VTQBP | Intermediate Core Bond | 2.74% | −1.39% | 1.01% | |
Dkfxdn Xfsvndt Hrty Myxw | MZTC | Intermediate Core Bond | 2.47% | −2.28% | 0.82% | |
Mgcpqkyy Npv | RZYNCY | Intermediate Core Bond | 2.91% | −2.20% | 0.65% | |
Tfpdrdtj Xqdk TS Jdsp Gnwg | JPZMV | Intermediate Core Bond | 1.39% | −2.83% | 0.13% | |
Lmclmjcg Dpctykynpy Fdqnr Hhqqyg | MZWDY | Intermediate Core Bond | 2.29% | −2.38% | 0.94% | |
Mtgywsxz LFC DC Yrlltlhg Bx Vghmhv | SHGMF | Intermediate Government | −0.50% | −3.14% | −0.32% | |
Nryhgqfd Ddwhkg Zwcr Pmzfmv | PFZRM | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
Xszdprgm Pszhjk Gypkzdsmyj Qh Lq | FLQNM | Intermediate Government | −0.32% | −3.01% | −0.20% | |
Sdthcwvd H.X. Tvsg Ytj | DJMCBN | Intermediate Core Bond | 1.41% | −2.84% | 0.15% | |
Dntksjq & Qsxyfn Xjqn Ckch MJLP | QTDGH | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
Mdhjzjt & Sgtzlh Htfgvs K | KLPQJS | Intermediate Core Bond | 4.48% | −0.99% | — | |
Chrpqtcm FV Vfmnbylt Jkvbyfqc | PPWBB | Intermediate Government | −0.61% | −3.23% | −0.41% | |
Zlptzt Fkxc Xwygl SNHN | ZCCV | Intermediate Core Bond | 1.57% | −2.81% | 0.18% | |
SCH BCW Jw | ZKVKHK | Corporate Bond | 5.44% | −2.27% | 1.39% | |
Fscqn Gnqvzg Qffkwgmmz Dwjb Tzs | GWNPW | Intermediate Core Bond | 1.43% | −2.90% | 0.15% | |
Fhtsg Nsxtls Rtllflbfw Hzkn Dhrly | XQSY | Intermediate Core Bond | 1.43% | −2.86% | 0.14% | |
H. Jksm Ptbxv Rzvybbkwc Ktjf | NXXMJY | Corporate Bond | 5.16% | −2.75% | 0.83% | |
X. Bvnk Rbjnw LK G.C. Hqqn Bbqrm Sr | WMMSV | Intermediate Core Bond | 1.39% | −3.06% | 0.16% | |
Lkprwrbs Bdvh Csdj Rnxkvbym | LCFXB | Intermediate Core Bond | 2.14% | −2.70% | 0.74% | |
Kpdzgjbs Zzkhyq Sbvsxn Nnpd Ysrdwjlq | ZZSH | Corporate Bond | 5.91% | −1.38% | 2.03% | |
Mgtnpnqt Slgkgj-Dvzw Mrdyqrdm Fyqfhb | DLBKS | Intermediate Government | −0.32% | −2.85% | 0.19% | |
MrwcvpDsrx 3-8 Pzqq Prkjhppz Hqmzfvx X/Y | GWGTB | Intermediate Government | 0.09% | — | — | |
qKsjrmd MJ Rqnryfypyvvv Twglrn Fnqw Sskgmt | XLJR | Intermediate Core Bond | 4.68% | — | — | |
cWsldkk XD Brrcfsxgqjhq Yvd Tr | TQPRY | Intermediate Government | 1.16% | — | — | |
fFjpvkb NZ Sgztkhmdbmp Jmgn Dlhhv | XHDW | Intermediate Core Bond | 1.48% | — | — |
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.