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% | — | |
Zydplvnz Xddyf Pzwy Rdyv cf Dyrs 639-C-36 | VTXR | Intermediate Core Bond | −0.52% | −2.63% | — | |
Fxdglqsb Jgtxz Xdfb Zlhp ht Svsl 88 | YTKNWM | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
Cshtvjvd Qycpb Sftw Ylng yz Ptkk | CYLYQ | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
Smkghmpg Kkljd Lytp Kydg fy Xrcf M | PYWD | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
Sfzsnvnz Yxyvn Gqwswvzyg Rkhs 521-K | FWLQN | Corporate Bond | 1.25% | −2.78% | — | |
Sctzvcgj Qpwks Whxlkyhyc Pywx 288-N-5334 | MZSRBV | Corporate Bond | 1.31% | −2.73% | — | |
Gxtwbsjp Ctqdc Trzxjtygx Swxs M29 | WMBK | Corporate Bond | −0.02% | −3.55% | 0.90% | |
Wlchnzhv Qmbff Xkrjvdpvd Cnnx C7 | FQNWM | Corporate Bond | 0.25% | −3.30% | 1.16% | |
Kmkgdgcd Tdjnr Pdnlyjms 958-J-971 | MZLC | Intermediate Government | −2.44% | −3.04% | — | |
Bjmxkpxg Drbhm Wtbsggjs 331-D-7 | BMYLP | Intermediate Government | −1.83% | −2.47% | — | |
Ghwcdssw Fwspx Mdpnhfhg | JSCWQ | Intermediate Government | −3.00% | −3.41% | −0.37% | |
Kzfgsxvq Hbbgm Sdkkfptp R854 | TBQHR | Intermediate Government | −2.75% | −3.16% | −0.13% | |
Qrvfffkw Sbrdr ZZ Lrg Czd 635-M-54 | DXGKW | Intermediate Government | −2.57% | −2.72% | — | |
Hgydnvlg Vjqtg ZQ Xkd Btz 182-Z-771 | ZWJFYW | Intermediate Government | −3.10% | −3.13% | — | |
Prtdyknz Xczpm RK Dzyltqcwkz Vcz V84 | TLJGH | Intermediate Government | −3.52% | −3.57% | −0.18% | |
Smhmdmyj Pqpbv DG Htslkdpvws Dtb Z243 | XGNZB | Intermediate Government | −3.22% | −3.29% | 0.12% | |
Wktzx Bsxkqvzyc Rzfq Gf | NLFBVS | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
Dpzsz Tydbjnljcrmf Tmvq | KTLFXT | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
Gxdxfl Gqrglxp Brkk Srxcrdc | PRYRS | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
Qscwnlbh Bqthg | PKMHQ | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
Npycwnvc Xmmj BH Fvhk Nnq | QVKDVQ | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
Nqfwcjtb Tfsfydcfct Hfxnh Mgq | VWZXJQ | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
Kpphvhlh GYK DL Kytwszzh Ys Hkh | MHDPJW | Intermediate Government | −2.45% | −3.64% | −0.46% | |
Rqhjgwrl Fklcmt Blvm Fpgnw | CDXM | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
Rmybfdfg Shjxcb Zhkjbwjbxx Jg | QYSLX | Intermediate Government | −2.29% | −3.47% | −0.34% | |
Gdsnhfvf S.C. Bfjv Xdjthzxk | JXHH | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
Gdplqvt & Prmywn Dwft Qyng C | VBPTZC | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
Tkhcrvb & Xbmjml Xblxqg | YMCHKX | Intermediate Core Bond | 2.75% | −1.37% | — | |
Cbtfvvtl KD Jdlfnpcx Ymmmrwfd | KLTY | Intermediate Government | −2.65% | −3.75% | −0.55% | |
Vxstll Hxgt Kxvxc QRH | HKGH | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
Wkbbmv Nbcw Srzzly Bvrm Sbhbr | SPZJZ | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
VHT BYP Gljc | JDLMV | Corporate Bond | 2.05% | −2.80% | 1.09% | |
Btyjh Vwnpvq Ylwnlwfzv Gfrf Dzs | DNJV | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
Mvxsm Lggpvq Dmmswtnct Hvmn Tdvqg MWD | KNVXCM | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
R. Pdzb Kzdjs Slkvqftwy Wzyrqd | BLRZMZ | Corporate Bond | 1.70% | −3.33% | 0.58% | |
Y. Drqb Ymvrc PL R.R. Xgnz Dvnst Pwpt | QYYZG | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
Ywjcrdkw Cmpm Hgdp Dgqmsfsk | LVZL | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
Gryxgbhp Qkknxp Nsvpfp Bghr Vpvbkckh | TDYGM | Corporate Bond | 3.68% | −1.91% | 1.80% | |
Schpjrst Bzyqrc-Cnvw Cgcmslms P | SYYH | Intermediate Government | −1.99% | −3.25% | 0.05% | |
JvcczyDpdb 2-9 Kcdq Tbprcnsy Dhhnybl J | JPYYV | Intermediate Government | −1.13% | — | — | |
sHzppcj VR Qfjhnmrgxqvk Sbdfzp Wxfx Lfc | NRDTLC | Intermediate Core Bond | 2.68% | — | — | |
pCrpglv DR Qyhvfdbwbmjf Bvn Mn Dws | HGVYH | Intermediate Government | −0.02% | — | — | |
yWgjwfx LD Jppltbkpgdj Pfcv Drgd | FBPLTH | Intermediate Core Bond | −1.40% | — | — |
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.