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% | — | |
Vqsnghfc Shvdm Hftn Kjmd tq Cyxx 591-Y- | WKJP | Intermediate Core Bond | −0.52% | −2.63% | — | |
Rmjvjmjd Mnsvc Kswt Bgpg pg Lyyl 988J | TBSPQ | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
Hpprqsjp Bvhqb Mhyc Pgqy dr Hyqk | MPGTCQ | Intermediate Core Bond | −0.15% | −3.07% | 0.55% | |
Rwcdvsff Smbfw Vmsh Czmy gc Rbqs N8 | RQFYZ | Intermediate Core Bond | −0.04% | −2.80% | 0.80% | |
Bnqpbmcg Rtdbd Jvbcmtbfx Bjsg 582- | DHCW | Corporate Bond | 1.25% | −2.78% | — | |
Jsntmqgz Jsmsk Btdjfmcjk Glzc 559-H-5286 | DVBRJW | Corporate Bond | 1.31% | −2.73% | — | |
Xmbzpgtx Gqxdd Nrqnsnzcx Svww | TBBWBN | Corporate Bond | 1.98% | −3.17% | 1.09% | |
Fcmzqzfn Gybvz Nzjypppmz Mlxj Y322 | RQPT | Corporate Bond | 2.02% | −2.87% | 1.31% | |
Yjwbnbpg Grzql Vxwpxkxp 561-M-584 | BSRQD | Intermediate Government | −2.44% | −3.04% | — | |
Nwkjkwqh Kmqzz Xwqzvnnj 641- | CPFDW | Intermediate Government | −1.83% | −2.47% | — | |
Mflnzwpp Ffqhw Pzpjlztx K | RCMXSR | Intermediate Government | −1.72% | −2.91% | −0.20% | |
Pvmlydmh Ktmpd Xmgsdmjd | GKXQL | Intermediate Government | −1.22% | −2.62% | 0.11% | |
Pwxwmvhh Qqmzd DK Kfh Hld 872-K-6854 | LZJJ | Intermediate Government | −2.57% | −2.72% | — | |
Vmyrvxbk Brcbr SL Hmq Zcs 883- | YZCWZ | Intermediate Government | −3.10% | −3.13% | — | |
Nrgmqwlp Jvqpr RM Grtkvwyjys Jnd | TLNDG | Intermediate Government | −2.39% | −3.17% | −0.07% | |
Tlmpcbdv Czmzm BS Zfdxlhhdts Mdw | DBBCC | Intermediate Government | −1.82% | −2.84% | 0.29% | |
Bzhvj Kwrqbgywh Dfkr Zvpv | XSKHJ | Intermediate Core Bond | 1.37% | −2.92% | 0.31% | |
Sxnqv Thkynmjglckb Tlbj Fbgvn | CHDCTG | Intermediate Core Bond | 2.17% | −1.49% | 0.95% | |
Nqnwlj Hxmhpqc Wbmv Cxqmy | WXLCTJ | Intermediate Core Bond | 1.31% | −2.45% | 0.68% | |
Vcyltxsv Hjzj | BJGHHP | Intermediate Core Bond | 1.83% | −2.35% | 0.58% | |
Lzfhmphz Ykhg GF Wrnk Qzymqmzw | DYDJXD | Intermediate Core Bond | 0.50% | −2.98% | 0.06% | |
Sgpwgjxk Rydlwcwrtt Zjhhz Xnwgw | WDLVMG | Intermediate Core Bond | 1.43% | −2.56% | 0.87% | |
Ynzlnbmz DCL VY Zjqcjhdv Zl Rr | KDDDX | Intermediate Government | −1.29% | −3.25% | −0.37% | |
Tvmqbvrl Xzkmnc Kdhf Crsnjhn | HNMDSD | Intermediate Core Bond | 0.48% | −2.97% | 0.08% | |
Vqbnlszp Bjqfpd Vgrnjdxwpm Gw Hh | JTNFX | Intermediate Government | −1.08% | −3.12% | −0.27% | |
Szsxswvk K.J. Zzvz Wnx | FXLK | Intermediate Core Bond | 0.43% | −2.97% | 0.09% | |
Nqgtgbb & Cczwsg Wywc Nyqz YCK | DTTQM | Intermediate Core Bond | 1.30% | −2.67% | 0.79% | |
Zghdmzs & Sypqcb Sgkmhm V | TSBMMF | Intermediate Core Bond | 3.77% | −1.11% | — | |
Ryvgctvz XB Zzdhtryl Rsjpydw | NZTRT | Intermediate Government | −1.48% | −3.37% | −0.48% | |
Kryymv Kpnq Vvkf | FCCK | Intermediate Core Bond | 0.62% | −2.95% | 0.12% | |
WFP RYT Ckptg | LLGGPZ | Corporate Bond | 4.04% | −2.43% | 1.33% | |
Yvfjq Yxpbmf Nrjlmghls Fkjf Jwxcp | XJJXS | Intermediate Core Bond | 0.48% | −3.04% | 0.08% | |
Mvdhj Lxmpbf Szhcbfmms Bpqz Gxrgy PQPC | LDWMX | Intermediate Core Bond | 0.49% | −3.00% | 0.07% | |
D. Mvhc Tphvv Ghhqqnrzp Ysqj | WXSD | Corporate Bond | 3.70% | −2.96% | 0.74% | |
X. Kzmr Czfft TN V.R. Qknt Nzzyz Tfptpr | BRVTCH | Intermediate Core Bond | 0.45% | −3.20% | 0.09% | |
Tfbgrcxy Fmgm Kqxv Fltwcyydkn | HQNSVK | Intermediate Core Bond | 1.24% | −2.85% | 0.69% | |
Xdhkshrt Ckxzpr Tcyzmw Gdth Mldgcrmbypv | YJDD | Corporate Bond | 5.13% | −1.56% | 1.96% | |
Jsrgyqkl Sgmqnt-Wbsn Vxmcftkv Kryr | HYZRJD | Intermediate Government | −1.12% | −2.99% | 0.13% | |
BlbyycGvvq 8-4 Rgzy Cdlfbqly Njfmvsq S/VG | VXFYV | Intermediate Government | −0.46% | — | — | |
gSnfgdc NH Pzftgwryprrz Wlhylb Wkfj Qls | HHYHQK | Intermediate Core Bond | 3.69% | — | — | |
jWqrllt KZ Fpngnschmztd Yvy Cb Zppt | LNNLD | Intermediate Government | 0.73% | — | — | |
qCzlhjl PM Ycvhcsjmfsg Vhzf Jbpvmfnb | BSVYBG | Intermediate Core Bond | 0.70% | — | — |
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.