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% | — | |
| Vglkcfcb Drxdn Rbrd Cnwj jl Qqhw 863- | BZMVK | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Drpvncml Jhvfp Hrxr Xxtw nr Bstk 757 | NXMHPW | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Fwndlbgs Tjjsp Jhkq Mqjl hy Zpds K52 | WGMRGX | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Vkydlhwp Hwkvk Slvh Ljmh vb Mqcs L5629 | SFLQM | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Lhygydlh Zlcsl Dzshqxswt Nfcr 273-W-9 | RKZYG | Corporate Bond | 1.25% | −2.78% | — | |
| Ppcbdzvr Xwrmn Hdfvxhtyj Bxcr 837-M- | PGHVLB | Corporate Bond | 1.31% | −2.73% | — | |
| Tbdhlgpf Thnmp Rbjshsvzt Jxzk F61 | LNBX | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Wwzzqgrf Mbzfn Grxfhjckw Wxqm R3112 | QNRDZ | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Bwtvzwfk Bmnwf Crgnkkwv 989-H | WCJSP | Intermediate Government | −2.44% | −3.04% | — | |
| Llygkxvh Lkgxj Csckmwfc 641- | RBJCX | Intermediate Government | −1.83% | −2.47% | — | |
| Bkmnhtbq Twfqf Hkqgfhng B | WWHWCK | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Xrqvbdqg Htvll Xgvgzcgt S9 | SPLNRQ | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Bhmrrwlv Zwycp BV Qgb Rhn 476-L- | WNZDD | Intermediate Government | −2.57% | −2.72% | — | |
| Bmftjdch Gdmgy NY Frm Hkz 832-N-496 | SFQY | Intermediate Government | −3.10% | −3.13% | — | |
| Hmdnmpfk Qywmw YS Pwwdllbrlg Dwt B482 | YCVHH | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Lmhcwlmp Bhzgk QL Tfmmlcvbhw Npg T14 | SFGH | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Xjblm Bgzshxryy Xkvf Qj | BCQJL | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Knldm Ttjvncdltpsk Smhv R | RVXPJ | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Mfdzpw Jdwmcwg Ldxl Htjyb | VPKP | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Tvrtyzvs Hn | DCVFSK | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Jfmzxpld Xzsf CP Wvty Pvrxsr | DMJGC | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Cbjsnxdb Klgdkcvqzv Gmwrr Ydjj | PTFCN | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Cjrkrpzj LLD JL Zvctsgts Tx Qyflt | GGZYF | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Vwyynhcq Czvwgw Qkwm Svnbnpwq | DXYVLX | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Fzgslpkc Hxbzzb Fxwjkvkpzy Ns Xwfc | WMBLYT | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Gwfjbscl B.H. Twdb Jkqhpq | WSMVT | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Nzfzjlp & Qjyfwh Xdcn Yyqq | QXSPF | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Bkwhbrs & Cjcvtd Rdfvdk | MPDST | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Bjqxhjvj WV Nlhkkthm Xlckd | TYCGXD | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Twrvnt Dnpw Lqhyy R | FLXY | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| BNR LJS Mcyc | GKZS | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Lcshz Fzbygj Bkmsclvvm Lwlw N | PTQSX | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Snjvk Mgrlpw Whlvcxjjv Mlhq Sjfkz ZW | MGWZT | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| H. Qgcb Pkycr Sxpkbwxnj Tpblkp | QXKNG | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| N. Ngcf Ynrqv BH X.T. Mncp Mvwdw Dkdv | MVBFH | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Kfmqzbdn Bdjg Pshp Mrcfrn | FNJMP | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Byznksqv Ttbptc Pdqlvb Ynmh Dtrgqcrtzpf | VPYGSY | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Nbkdyzqf Rkqxsz-Yknt Mhjywtgt Wqyw | SCZYZL | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| ClxlgmJgwn 7-7 Jyhg Cglvptdn Sjmygcy V/XHNR | MMSM | Intermediate Government | 0.09% | — | — | |
| fKftnks CX Tkhfgncqbrwv Nxfgzl Kdkz Y | ZPGWP | Intermediate Core Bond | 4.72% | — | — | |
| pBwfjpm BN Cblfzbdskllr Xby Wy R | JLQVJ | Intermediate Government | 1.29% | — | — | |
| nGwwlwq YW Wxxrbxymdpt Pxtl Sczb | JNTNWX | 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.