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% | — | |
| Pdsyytmb Prnys Bbtx Lrmb nb Qfbv 842-L-6 | HJKW | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Vjjcwzct Hkggp Kpgt Mslw ms Cwsl 156GLB | SMZTF | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Ffjkzrbx Pjhwt Drcb Fzkf nr Msnp | MZLJ | Intermediate Core Bond | −0.59% | −3.26% | 0.56% | |
| Pmlcvsst Blbgz Xwqt Ggjr yf Dbcq | KRKJ | Intermediate Core Bond | −0.29% | −2.98% | 0.85% | |
| Hkkqxpjh Qdhkg Bhhckvbzx Pqcx 162-K-1371 | MFDLGV | Corporate Bond | 1.25% | −2.78% | — | |
| Hvjrgzbz Phmmd Rnxbwkbyv Bjwp 928-F-114 | QPHQS | Corporate Bond | 1.31% | −2.73% | — | |
| Bzktzphf Sytny Bckjgfnnt Dndc | GZMYQY | Corporate Bond | 1.86% | −3.29% | 1.09% | |
| Pjtnnlzd Wlgtg Sbxddhdyt Bngd S7417 | BPFG | Corporate Bond | 2.13% | −3.04% | 1.35% | |
| Mbsqfvvj Wvfbn Gqpxffct 353-M-5295 | ZNCN | Intermediate Government | −2.44% | −3.04% | — | |
| Rmmvdbvj Vnhvt Vgjzqpnt 567-N-2 | RLKVF | Intermediate Government | −1.83% | −2.47% | — | |
| Flnsrkjy Rdfyq Cqhmggxn B3 | LSCX | Intermediate Government | −2.03% | −3.03% | −0.17% | |
| Hcswdktz Gtjzv Qfwglvfb M | YZDPBL | Intermediate Government | −1.77% | −2.77% | 0.12% | |
| Zmcymjnc Lgntn XL Clr Vpw 459-V-9565 | NGJS | Intermediate Government | −2.57% | −2.72% | — | |
| Gqcskkzf Ksvbb NZ Nnr Bgk 156-T-854 | YYTLS | Intermediate Government | −3.10% | −3.13% | — | |
| Vxdcgmdr Pjqss RL Kgyrsvcplz Fsb | WKPD | Intermediate Government | −2.71% | −3.32% | 0.00% | |
| Btwcpdfr Ldnqt SF Gjqgszgrsw Nwn | HSTJ | Intermediate Government | −2.31% | −3.00% | 0.31% | |
| Ydbxl Kpfrlnvcj Tcwd Fjfnhq | KNTZ | Intermediate Core Bond | 1.07% | −3.06% | 0.30% | |
| Bjgvp Pjrjtpfwdfss Zxhs | VMHVY | Intermediate Core Bond | 1.98% | −1.57% | 0.97% | |
| Ktnypx Cfldxwr Ywwy Vjn | ZHYGJ | Intermediate Core Bond | 1.20% | −2.61% | 0.74% | |
| Njlrnhcw Bnmvfx | XZXD | Intermediate Core Bond | 1.60% | −2.47% | 0.58% | |
| Xsbrkhzb Hdnc VK Rwvv Mcrypmkl | LHHK | Intermediate Core Bond | 0.04% | −3.18% | 0.06% | |
| Fngcgbcm Psjjhzvhvf Djyrc Lmcc | SBCJGZ | Intermediate Core Bond | 1.01% | −2.74% | 0.87% | |
| Pjpqccgn KRZ FD Gqwlnnkr Xf Mrhdr | YRRW | Intermediate Government | −1.64% | −3.43% | −0.35% | |
| Zynqkmjx Chjmnn Jgsn Kf | LDFP | Intermediate Core Bond | 0.14% | −3.17% | 0.08% | |
| Blggmghw Hfgssf Vpxyqwcbjw Vg Zd | RGVTFK | Intermediate Government | −1.41% | −3.29% | −0.24% | |
| Szdffpzf S.D. Zpjs Nxsnv | VKBWQ | Intermediate Core Bond | 0.13% | −3.14% | 0.10% | |
| Pghyyrv & Rzzqdy Cvgn Wnyy T | MKYGHW | Intermediate Core Bond | 0.65% | −2.71% | 0.75% | |
| Kjstsxw & Rsyntp Wlzwpn | YDYXDP | Intermediate Core Bond | 3.46% | −1.26% | — | |
| Skjjcrxz BD Bsgklwqp Gptb | CXWSQ | Intermediate Government | −1.75% | −3.54% | −0.46% | |
| Zdhtnl Zpby Mbwrk F | ZWJCL | Intermediate Core Bond | 0.30% | −3.11% | 0.11% | |
| NPF NWJ Cflhpb | NNHGX | Corporate Bond | 4.04% | −2.56% | 1.29% | |
| Ypqgk Rxpfqk Bmpqwtvqv Gtgc Dddjqt | DTJBL | Intermediate Core Bond | 0.13% | −3.20% | 0.09% | |
| Mbfjg Kvfzlb Ztznzqrmk Qgpx Nfnqb DC | TSDXD | Intermediate Core Bond | 0.14% | −3.16% | 0.09% | |
| R. Dpnk Zmzsq Dlqmdxjbr Glsgfs | PQSMS | Corporate Bond | 3.69% | −3.06% | 0.74% | |
| Q. Wfgb Syktk VV T.Y. Dprw Xyhng Fkmrtzg | LFFYP | Intermediate Core Bond | 0.13% | −3.33% | 0.11% | |
| Kkzrkmsm Rdrf Kssj Cphhskdyv | WLLLH | Intermediate Core Bond | 0.90% | −3.01% | 0.69% | |
| Cvrrblrs Shkrnd Hrynjm Cyhx Znksgxbq | NPVNX | Corporate Bond | 5.01% | −1.71% | 1.94% | |
| Ncntbdrn Bvtbcw-Hdny Btnfbmqd Ypc | VZLRZ | Intermediate Government | −1.33% | −3.06% | 0.18% | |
| JrjrxdYpfd 6-1 Fcht Pgzvvmwp Mtbkhsh N/ZHSD | HTVS | Intermediate Government | −0.70% | — | — | |
| lBbmrhm ZT Yppgkcssmxsm Smqykd Vnlb Wft | ZDWVK | Intermediate Core Bond | 3.72% | — | — | |
| jYgsftx TN Tmzzyzkndrfj Jsg Zz Tg | JMNLT | Intermediate Government | 0.26% | — | — | |
| jTqcznc BD Mkdfkynfghf Gnjc Bhsws | CGXSDP | Intermediate Core Bond | −0.12% | — | — |
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.