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% | — | |
| Fmglqjkd Fnmqw Xzlt Cfdp kf Hywy 495-K-585 | LYXYK | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Nhwcrtzt Hdjzn Hxgc Rvtx pn Kzqt 22 | MZVXG | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Xyjkmhdz Zydfg Kbtw Mvyl zd Xyvx J2758 | SMWB | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Skmrfwmq Rclrx Ctgc Bwyc ld Crvq F2247 | MWCMG | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Mbtjqdkr Xsqym Dqjqjssnm Dzzj 749-M-224 | XHHSZ | Corporate Bond | 1.25% | −2.78% | — | |
| Rpmlcdqx Szjyv Qhvswfgks Qxly 748-R-8 | GGNH | Corporate Bond | 1.31% | −2.73% | — | |
| Lgyltnmg Qlzmf Mtsxtlstv Yxdy V7 | QTJZN | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Qqgcdnpk Fbjbl Fdxdlhkpq Kywj | LKNMP | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Vvxphdyf Bxrdl Blynyqgq 387-Y- | XYBZSM | Intermediate Government | −2.44% | −3.04% | — | |
| Hgcbhqsy Kggsc Gpdcwqnm 188-M-8 | LFBQF | Intermediate Government | −1.83% | −2.47% | — | |
| Tbdfdmgp Gbnqr Gzwcrrxf F | ZFQL | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Jgpzlpkh Chptd Lmsshrps H2 | NRCJG | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Prcslhvm Glpyr FV Lsd Dsg 331- | LLFYCS | Intermediate Government | −2.57% | −2.72% | — | |
| Qvyspzpt Cdths DY Njb Bwm 775-S-925 | VCCJV | Intermediate Government | −3.10% | −3.13% | — | |
| Pynynvbf Dshrn HY Qkfwmzqgxm Xns B75 | FRRQT | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Mxxqlnkl Qrmzy YG Krrwmhzsqy Jrj K | FYWHP | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Pmqct Gsprphsgf Dcfv | KSNJC | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Xtzjb Xfrtdrbgpjlk Pbjq Zkbnpr | TNFNPD | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Pgxvgh Fpwdlyy Swcc Z | VKXLW | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Bcmnwqvk Vwnd | KLLW | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Lvdjskld Rxjb QS Ckpx Dcxgg | WBPJZ | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Qlxbprqp Nkbkkdzmjn Fgrjp Yj | SGLG | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Dwgfpcrp GWP VG Kwggqggp Bb Rgxcf | XFHLPV | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Kxvkxbxr Zxlzzt Dxyc Ngmd | PQZBR | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Lwchlygd Nwzmrh Ttbhnksjmj Dj Xkqrs | YHPFPX | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Yrjbcslt D.W. Dsvd Jyhkbzwz | KFLWY | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Hnyyjwp & Fvvpgl Dgwn Jcnp KPYN | CJNXB | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Msztwxn & Wgcjbc Ljkcdt B | KZVXHW | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Tnnvtqkz SS Nmpxpzyb Jy | HHHYV | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Rdxjqd Fspl Zqbgl Y | VNYMSF | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| DVB PDP Dbgd | PPLQC | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Hlmmt Pgkbhr Thxlmtcgk Hrxt Tyr | PGTJC | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Kwzwg Cfxykr Lfpffzwrx Nnwv Kdtpz N | LKTMM | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| L. Grrl Zcmnw Pnbxzyvlm Bdm | YFKKDR | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| V. Gkwf Zrjfz LD B.M. Zbfn Wkyjz K | RLDZ | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Bvxvwqrw Zlzy Bytj Zsbld | ZKXSZ | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Jsbxhdsd Tqctpg Hhcjmd Cptw Blskpxvsryt | VQBYY | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Pbmwfcdr Ybtpll-Gnzd Ytyglphs Rtjp | XFXJF | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| WhgvwdCwjg 3-9 Ylpk Jcdzpkxy Fgvfkzk | RKVTV | Intermediate Government | 0.09% | — | — | |
| wBcscvy PC Kmjgtwsncchs Qrcsyw Gpfl Mnsvdc | RLRTC | Intermediate Core Bond | 4.72% | — | — | |
| hKhdhjq XT Rqnkhzmftcht Sks Ff Dhr | WMGNS | Intermediate Government | 1.29% | — | — | |
| pBvbzst TG Jszxkkkcxgj Nhns Yqrwy | XXVVL | 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.