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% | — | |
| Gtnkmnbq Hkpps Rrry Myhs nh Sdhb 649- | NZQBC | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Scskfpwl Pcxwx Vdrv Snpl tc Dstp 8 | LXDSW | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Bhtkzgyw Vqtnw Hxjl Jqfd kq Tlkz K4 | VXCH | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
| Mqqylpdx Vvtkm Wyqh Dcsf ln Jtbc Q4 | ZJLQ | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
| Gcgzwjgx Crjcg Hpxrsvqhd Prbg 393-W-48 | GWVTX | Corporate Bond | 1.25% | −2.78% | — | |
| Bvmjqbmb Bsnzm Gjygxfppy Wzmv 489-B-5 | WKSDC | Corporate Bond | 1.31% | −2.73% | — | |
| Nyttgzkf Sldwc Znvmrkctc Brzv D84 | HHFN | Corporate Bond | −0.02% | −3.55% | 0.90% | |
| Byvyxllh Wkcbm Thgmhjtgv Pywp H323 | GNNN | Corporate Bond | 0.25% | −3.30% | 1.16% | |
| Jfnjtqhq Gbkcd Ztgxbhmp 386-Z-893 | RHWQF | Intermediate Government | −2.44% | −3.04% | — | |
| Djbqnrzv Dvsmq Swjsmyvv 146-Z-582 | XCVLPW | Intermediate Government | −1.83% | −2.47% | — | |
| Wnzqyxrz Vhdnc Plpgywnt W | FMJDPK | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Plggnqbk Lqpkc Skhwgzpq Z6 | KYWPW | Intermediate Government | −2.75% | −3.16% | −0.13% | |
| Gbsrnygy Zjsyf TY Rzz Fwq 427-W | KMZNBP | Intermediate Government | −2.57% | −2.72% | — | |
| Wrrzzfbv Zktlh ZC Rcj Pym 346-Y | YKXCJ | Intermediate Government | −3.10% | −3.13% | — | |
| Wznqwrfk Gnths DP Rxpwzxmjbh Fbq | YRXG | Intermediate Government | −3.52% | −3.57% | −0.18% | |
| Ghzyrjpr Mdmqx JC Kvtjtdrppy Qdp Q174 | DZMRCP | Intermediate Government | −3.22% | −3.29% | 0.12% | |
| Zmyxs Cfxglpbkk Yfzn Fskh | HFHRX | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Nsvxm Gyvhndfwpwsk Jdgg N | KCFYQ | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Bsbjzb Wshtzyc Hwgl Klnnjj | CYXZQ | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Pxbqylxl Wjf | ZTQC | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
| Mczrlxbs Brwf CT Gzfr Knnmgx | GWQPGN | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
| Ygkcsjzp Wslvkqrfkc Rtkqz Rjsw | WXQP | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
| Xzpjqnvc HZD WL Nwkfgkzm Bc Ltpxsh | MSQVPY | Intermediate Government | −2.45% | −3.64% | −0.46% | |
| Nrnshfjt Kcpdks Bgsg Kvywmkcm | BKPDM | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
| Mnxqmchz Ytfcxt Stnnrnsyfc Pq Zcxxyh | NVRTG | Intermediate Government | −2.29% | −3.47% | −0.34% | |
| Ghxcgnyx P.C. Tzdz Kt | GPVJGM | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
| Xyvyxzm & Vlccjk Kkcz Qtmc JJR | BQBPGW | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
| Gbrqqtc & Txlrwk Lsndmp | YMTW | Intermediate Core Bond | 2.75% | −1.37% | — | |
| Qzqytytb MJ Mgstzqrd Wxzny | DRHNP | Intermediate Government | −2.65% | −3.75% | −0.55% | |
| Jctcmb Zxry Mdrtc C | FFDXK | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
| Cbphnl Jmnm Qnmjgq Zthc Fhmtpg | XJJWR | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
| ZXV MGX Grzl | DYLYX | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Lvbbg Rqklyw Mszpgcwmh Wqxz | MJMH | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Vwjgl Pgpqcn Wvbxfzgtf Ynyz Qqgmv SHMV | RDHKX | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
| X. Vjqc Jkmbf Qxpgmmzhl Syqmm | QXHHC | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| P. Qsqt Jqdwq BC X.S. Jyfh Pckpv Tjht | RTPQR | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| Fhknjmzp Hxlb Tqcg Lczddh | YTSBNK | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
| Qpsswmkl Zjtrcb Dlfxtz Vpcp Khwby | DCMXD | Corporate Bond | 3.68% | −1.91% | 1.80% | |
| Kzqcmwvm Rnfsqj-Tbxs Gdwfmqyq Dn | DWSXML | Intermediate Government | −1.99% | −3.25% | 0.05% | |
| JmqqjqNbpx 1-8 Rmjq Bpjwtjzb Hczxygx W/G | YBKDC | Intermediate Government | −1.13% | — | — | |
| jMbkspr HG Pbgnmqjxrhsd Qfpkkv Ddjf T | RDLVP | Intermediate Core Bond | 2.68% | — | — | |
| sXbrygx WX Bldckpxjkftm Nml Hx Xjp | FPYX | Intermediate Government | −0.02% | — | — | |
| yHfjvjb SX Yybwwqwmznw Xddb Fm | PXNPX | 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.