Bond Index Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity Flex US Bond Index | FIBUX | Intermediate Core Bond | |
Mfhjtljw Rjhxxklmh-Dtgt Sb Jjrwngv | KDFDCN | Inflation-Protected Bond | |
Yvgrnhbc Dbjrtv Twp Vb Qfdfdph | FBHCKR | Intermediate Government | |
Mcprjqkm Cykq-Ftwc Llx Lp Lkmdg | JNVZ | Long Government | |
Plxwrmgp LZL Rdlk-Jpyb Zzbnwlbc Cn C | MGXWL | Long Government | |
Wjrffkqk KPC DD Gfpkwnnc Yf S | RSSFNN | Intermediate Government | |
Gswvdzhj Kwqrsc Fcvq Nlh | VNHVR | Intermediate Core Bond | |
Dcpdtvhw Cgvqky Wzpbvyvgmt Ny D | NLBNSV | Intermediate Government | |
Knszkmzs Khvqqw Kqjf-Dtsg Mcy Dr T | VLYNDS | Long Government | |
Cpxlqptm Nnfwjz Btdjqryt Flky Hdkwvpns | PZKWBB | Ultrashort Bond | |
Qbnlbnbg Kllts-Kxkh Jdkz Br | DBHMK | Short-Term Bond | |
Vpktnddy Bnl 6-2 Bb Wrj-Vwbkx Yl Wlyv | GTNNGV | Inflation-Protected Bond | |
Klcwllqw Bjh 3+ Mv Ykf-Bvmqm Xc Ntyr | LMMY | Inflation-Protected Bond | |
Fwzjtvkz Ntjwhhlfdtbnct Spgt Nphk | RVQHN | Intermediate Core Bond | |
Ntkkhfgd P.J. Lwsj Ykbbqc | TYGMFY | Intermediate Core Bond | |
Bvqqnnvy Zssv Bv | WYFJF | Intermediate Core Bond | |
Zqrcbxps MM Ybyqlcqw Whrqcsk | RMYWR | Intermediate Government | |
Dpkvct Ysby Qjlfw J | XJCPDJ | Intermediate Core Bond | |
Mgtqsc Vhkmk Vflr Wzmz Lwlmg Bzkz | BXBBTC | Short-Term Bond | |
Hxgdsq Ryjwn Pyyn Qywz Bkkxt Vlsrtws | SPBLV | Short-Term Bond | |
Tshnqb Hxqms Vykr Zgxw Vgqmj Rcydgs | LBKLN | Short-Term Bond | |
Cdmxsn Cdxsn Frnj Txwp Bskdv B | GYRQK | Short-Term Bond | |
Srgqpp Rmysy-Kdsl Xkkn Qrpzpjgq | CSGSKN | Short-Term Bond | |
Hhtkqc Kbdvzfhl Qrtf Psvslgltm Tlsl Rlz | TRHHN | Inflation-Protected Bond | |
Hrwkg Vzcqzl Ytwjbxnnw Fpjp Ypb | STKVJM | Intermediate Core Bond | |
Qtvxx Wsmzls Ljfkvqbdy Cfdr Fpsvn KZMW | KKBM | Intermediate Core Bond | |
N. Phsy Rgqvh FC Wthblskn Lgdlty | VGXN | Intermediate Government | |
J. Nhtp Kcdgw YQ Bbl HhmxJxyy Jkk | NHTRC | Long Government | |
Kmsysmbt Mvmjq Fvkk Rxwtzj VN Sny Xxj | RLVCG | Intermediate Core Bond | |
NxvkwbJlfc 4-1 Dcqk Ysckxsfw Wcyrhzw C/XRPM | LTNKY | Intermediate Government | |
ZvzhwfNpgq 8-76 Cg Jxgc Hrdr X/R | XNKT | Long Government | |
SjfsykMplq Jlzntygs Bzvj Dmbs Zjxv R/PM | QMSQN | Ultrashort Bond | |
RkxtvsMzbz Dptz-Mqpz Qhrg Lrpv T/PDRK | HKFTKP | Long Government | |
KmqbxgTbzq FTMD Fmntqwc V/PQMJ | XLNYM | Inflation-Protected Bond | |
zBmyqxv SQ Yqmkwjvrwktz Yrtdmq Ysrz X | ZBSQW | Intermediate Core Bond | |
hCzsfrb JL Ttksybddbqmf Gdz Cp | MSVS | Intermediate Government | |
mVgmnkc QS Rmjq Ymcnytlmyx Snkk Nf | JJPS | Long Government | |
fBxzrcz PF Xdtdnwjvmmg Frzl Xb | ZRHVWT | Intermediate Core Bond |
List Criteria
Taxable Bonds
This broad group encompasses all Morningstar bond fund categories besides municipal bonds. That includes diversified long-term, short-term, and intermediate-term bond funds; government-focused bond funds (including TIPS—Treasury Inflation Protected Securities); funds that invest only in corporate bonds; international-bond funds (including emerging-markets and world bond funds); and more-specialty bond funds, including high-yield and bank loan funds. (Note that funds from some of these categories may not appear in the list depending on the other criteria required.)
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Medalist Funds (Gold, Silver, or Bronze)
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.