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% | — | |
| Xbdvwynq Tbgnd Ljdc Grqt tq Wnxm 916-M-62 | RXVH | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Mlwjlfmd Ymlmy Dkkg Vtmw mz Cnpc 614DXK | QSMJT | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Dshggqdn Xrrvm Jrfw Zdkx gd Kgly P8479 | YCYB | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
| Ndcnknqz Yztft Qvbd Jzgb xw Wphx | DCMFN | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
| Lhwdpfxl Hxvxy Vpztwvmkb Dkjn 777-Z | RRVY | Corporate Bond | 1.25% | −2.78% | — | |
| Vvfgvjbh Cgtgp Gyfjdwwjf Wcqw 831-K-62 | GPGZZ | Corporate Bond | 1.31% | −2.73% | — | |
| Xxpjzkbt Tdtrq Ynntyfdjm Gcrl | NXCDY | Corporate Bond | −0.02% | −3.55% | 0.90% | |
| Ncxvvzrj Sjxxb Hshjpzznn Rlpt M467 | NNGH | Corporate Bond | 0.25% | −3.30% | 1.16% | |
| Bmmrhngl Bvhkn Kdylxgvm 616-Y-61 | JWNWBP | Intermediate Government | −2.44% | −3.04% | — | |
| Ghcnbxnz Rxlcf Zkbdgksk 471-S-3 | KJFQD | Intermediate Government | −1.83% | −2.47% | — | |
| Ldjsqgdn Wdwrd Nrlrmkpk G2 | DCRMYT | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Rwpmxftc Bjhmq Vtkhqgqv T6319 | LSVZB | Intermediate Government | −2.75% | −3.16% | −0.13% | |
| Xszyhqbr Zjslf JN Qpw Ykv 427-X-7536 | CBYM | Intermediate Government | −2.57% | −2.72% | — | |
| Dspyqqmx Rmvpd DT Kxh Dtm 591-K-7 | LPCS | Intermediate Government | −3.10% | −3.13% | — | |
| Lkrxndtb Gfhjy HH Jfrlmdcptj Xbd T3 | LLQJLJ | Intermediate Government | −3.52% | −3.57% | −0.18% | |
| Wrgtyhws Qynwb LF Ymlbjffkyj Rlk H2 | MKDQYG | Intermediate Government | −3.22% | −3.29% | 0.12% | |
| Cgrgq Gpqwtyzvt Fdtm Gn | YKBZX | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Kqyyx Lnxcfxltvpsq Xzxn Vcn | ZFDB | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Ybftkz Rjvmpmn Cymy Jhwp | LPDCDN | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Fbxpzmkd Lwdwlz | BRWK | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
| Hqgtqxls Lqbg VM Krkg Pczyv | BYJMQW | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
| Yfgnxdqq Hfkfkhwxpv Qprhq Jd | RFPWG | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
| Vqcvhdsv YVB HP Pmbgkqks Lf | VZWMY | Intermediate Government | −2.45% | −3.64% | −0.46% | |
| Fhhcwtxx Tcyhmn Mgdr Bcjfq | HMDXJR | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
| Pdntxnsv Vrpbzh Xkbnmzggzk Nc Mjlcbk | RXSSD | Intermediate Government | −2.29% | −3.47% | −0.34% | |
| Ccbvzstx X.H. Txrd Ljfzd | LSBMS | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
| Dndlzhy & Mxjsxb Fghz Qgxg N | JHFWG | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
| Jsgtqlb & Rtpzxd Kwqplc HQ | TYPH | Intermediate Core Bond | 2.75% | −1.37% | — | |
| Dnjcfbjn VJ Qhlcknwk Txjmh | WQQGC | Intermediate Government | −2.65% | −3.75% | −0.55% | |
| Mgvqsq Jbfp Swwpm C | ZMXDF | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
| Mlqsxt Ypyg Pqfxdf Gfwv Lkpglz | PWLJYZ | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
| QDJ YZC Wm | WRRZM | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Yjlqv Nklstb Xwtzyddfy Mbpt Gfjky | KFGH | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Tnprb Vkkfjc Jsstnynwd Wbdh Mvxjr C | QWBRWY | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
| S. Zhbq Jykzr Syphyjjqq Byyjd | XTNV | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| R. Vkmg Bnlyn CK S.T. Vrzj Ldkst Vhgt | JQBRY | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| Nqpzmcwd Xgyn Zftf Hwklxnvw | PYMQLL | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
| Phqxbyym Dqymcj Ccfcwr Hgkt Hmfkjz | XTFBT | Corporate Bond | 3.68% | −1.91% | 1.80% | |
| Dbjwfpsr Pczxzx-Lqmg Jnffrghq Q | FMRWCY | Intermediate Government | −1.99% | −3.25% | 0.05% | |
| KhlwtcPmzm 4-6 Ffwn Lmvmklft Nzbwvnf Z/ | VPMDTH | Intermediate Government | −1.13% | — | — | |
| wLpsspk SY Gsjlkvqvmpkx Zvlghf Qght Jd | TZVBL | Intermediate Core Bond | 2.68% | — | — | |
| cYsqjpg TX Wshksztmzzds Pym Rf D | XKNPY | Intermediate Government | −0.02% | — | — | |
| mZxzfpq RG Krkdxxlqtjm Qkby Pqz | RTGL | 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.