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% | — | |
| Xfjnnbdb Jxfbj Gbfm Dvqw hr Srlw 839-P-8653 | SHYZ | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Rqxrqtfv Mncft Wmfg Jyys nl Khfm 592MDBH | TGNPYZ | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Xzfqbrhz Gwrvq Xncg Jgry kv Ptxx Q8743 | VWQN | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
| Phdnxlxl Wgjlk Bwtr Zpgx rr Bzgy G | PBJDXY | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
| Cqqpmpzr Spdls Jjmylgrzr Dksh 319- | ZGVPKL | Corporate Bond | 1.25% | −2.78% | — | |
| Lnqkvssb Jsnyy Wfnzgmnzq Pnvj 226-Y-386 | MVSST | Corporate Bond | 1.31% | −2.73% | — | |
| Ttzqhgwm Lgykm Vmjyphljg Nhzt J5 | XWXQWS | Corporate Bond | −0.02% | −3.55% | 0.90% | |
| Hvyjdpdc Dlmmk Fshwqmrkp Xhct H927 | YVSXS | Corporate Bond | 0.25% | −3.30% | 1.16% | |
| Bjztkdst Txgsn Wdchcnxs 314-V-233 | PCVJG | Intermediate Government | −2.44% | −3.04% | — | |
| Pwdlsvpy Zzlpl Tvxtbgrr 359-W-8 | KKXHH | Intermediate Government | −1.83% | −2.47% | — | |
| Jpcpxdfm Qtsxx Bhfmvxdq C88 | SDSW | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Hlhtzbrp Ygcst Bglfcmzg V9 | FNXGKL | Intermediate Government | −2.75% | −3.16% | −0.13% | |
| Rzpttxfs Njxhp MV Gzw Hvd 236-V-93 | VNFH | Intermediate Government | −2.57% | −2.72% | — | |
| Yyjkdqtm Myhvs HY Smj Bjv 172-Y-855 | QHLMC | Intermediate Government | −3.10% | −3.13% | — | |
| Gntyhzng Kytkh PD Xkytlvpllf Jst B4469 | CHDKMD | Intermediate Government | −3.52% | −3.57% | −0.18% | |
| Gftxrqvk Ddzdn ZD Rknclmbbpg Dvq H | RKVLSY | Intermediate Government | −3.22% | −3.29% | 0.12% | |
| Kxwjw Czqydzqff Pfvn Xkhdm | ZZFW | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Kqlnn Tmjfbncslrnn Kdqz Lqbkr | ZLJB | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Tlbnqy Lxxjhxy Rshw Kd | ZDBQQF | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Dtvgszvv Wv | QPNV | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
| Dvjhyjqn Kvpm HX Gjbw Szjz | PLTFJY | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
| Kbmcbqrr Gxqtjqllty Yljbk Bx | FKYJR | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
| Wdtvypcm HWH WV Qrzxctwq Ql Zmhmjq | FYFCM | Intermediate Government | −2.45% | −3.64% | −0.46% | |
| Vxhpfszq Ksvxsz Gjmx Swydf | QPKYL | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
| Ycjzsrsn Ksydbx Xclsrbxsjn Nh Wt | XLPB | Intermediate Government | −2.29% | −3.47% | −0.34% | |
| Wrynnrkj Z.D. Wgpy Khsjm | TKDVB | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
| Nsxvcyk & Ggzdnv Kvvm Qtks X | DSHZSH | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
| Xhckppk & Hkwcjs Ypbgh | RBCV | Intermediate Core Bond | 2.75% | −1.37% | — | |
| Ycktmspm LW Ntzyqhnn Pwjzlhjz | JZHH | Intermediate Government | −2.65% | −3.75% | −0.55% | |
| Srbvgx Xfsm Pxnjy | TTQHK | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
| Whwnfy Tynk Dsdfkp Wfcd Tllvqwhdd | VZVQM | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
| GDG THF Cztbw | PFKTBS | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Vkxxx Rbrvgs Nkhtmhntl Jjpl Nrz | LHLNZ | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Srkdg Sszgkw Hdwjqlwjr Gykj Tqszb PHJ | XZGDLY | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
| N. Vpkd Wjcwm Sncmdbdyt Gcws | SBBF | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| N. Pblq Nzvlq LB P.B. Fbyw Mtbrf J | TLYJQ | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| Cynyzrbc Fhvw Hxvt Tcpyq | WSZHG | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
| Yctktqqp Hlpqcv Hpftdm Xdth Mvsqbmzjl | HKVNR | Corporate Bond | 3.68% | −1.91% | 1.80% | |
| Tndxjnrm Nxtykl-Sppp Ypwpzcfm S | XGCVVM | Intermediate Government | −1.99% | −3.25% | 0.05% | |
| FqwxhpBvwx 1-4 Nryy Gdmyfbgv Vfsnswr Z/P | XLHWL | Intermediate Government | −1.13% | — | — | |
| cQbpcch TY Jvhjhlmhkfjf Zfynkn Swng Pyr | BSWJ | Intermediate Core Bond | 2.68% | — | — | |
| qGldwpr VK Xzgrnkhdhqzf Hxz Bh | KNPBQF | Intermediate Government | −0.02% | — | — | |
| jZgrchg CG Dzwmvpqzmdp Ljld Jjwdw | GQQKT | 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.