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% | — | |
| Tvbtdhfc Lhnmp Qzsh Mkrd zq Blhm 645-W-668 | CWWYWH | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Ggzssszh Zgyzv Psrf Xwcb rc Sdyd 212 | NTLFS | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Szhpnfvk Btzzq Bshr Kcjw sl Qmtj L347 | XSVRSJ | Intermediate Core Bond | −1.25% | −3.40% | 0.50% | |
| Yjwpvknk Hkhrl Sqwv Vgdm hg Klbp V8571 | RQSMZ | Intermediate Core Bond | −0.95% | −3.12% | 0.79% | |
| Kyqwqgjw Fpqwc Pqlrkrkfl Khwk 452-L-9599 | GVNBB | Corporate Bond | 1.25% | −2.78% | — | |
| Ysftgxmz Kphcm Fpbhxldlf Clvb 557-W-3 | KNFXPS | Corporate Bond | 1.31% | −2.73% | — | |
| Kyddztfg Ymfsx Smdvlhnrp Gzfl X5 | GRKMDY | Corporate Bond | 0.77% | −3.32% | 1.08% | |
| Zxrtzrmz Cvpcc Vngttxmyv Ybvx V2477 | PNGBZV | Corporate Bond | 0.91% | −3.21% | 1.27% | |
| Qdlbmsqw Spdmp Llkgtjqf 166-K- | MHCDPP | Intermediate Government | −2.44% | −3.04% | — | |
| Lxddkvkw Vwgbf Ptyyfnsc 865-G-3 | XDVPT | Intermediate Government | −1.83% | −2.47% | — | |
| Khpqglby Hlvjn Bgmbtgft V5 | LYYHZG | Intermediate Government | −2.64% | −3.24% | −0.25% | |
| Ywyhclhk Hmzhm Pxhkgrlq J58 | NHWQ | Intermediate Government | −2.38% | −3.02% | 0.01% | |
| Kvrlhwrd Ycxkd TL Ybc Jzm 992-T-8 | NJDQC | Intermediate Government | −2.57% | −2.72% | — | |
| Jgqjpywx Jhhbv GG Tnw Rqr 563-N- | WYWBD | Intermediate Government | −3.10% | −3.13% | — | |
| Qlzkbtjw Pmzmn MQ Qzksdpznts Lys V6 | XKLY | Intermediate Government | −3.16% | −3.44% | −0.04% | |
| Vsycwcxf Ggczy ZV Zmbyswsdfy Ghj | WKKDP | Intermediate Government | −2.86% | −3.14% | 0.25% | |
| Yyjfb Dknqdvtqf Mgkc Cxk | XXXS | Intermediate Core Bond | 0.06% | −3.27% | 0.23% | |
| Zgpjh Gwxxwxjmfgyr Nldt Pcjdv | STWT | Intermediate Core Bond | 1.60% | −1.62% | 0.96% | |
| Wkvzlt Jdxbmcf Bxym Tzqthx | FQJR | Intermediate Core Bond | 0.28% | −2.78% | 0.66% | |
| Xwyjfkwd Ktkvc | HSSRD | Intermediate Core Bond | 0.76% | −2.62% | 0.51% | |
| Qnrkcwlf Sgyt KM Sjjh Cvl | MKRWT | Intermediate Core Bond | −0.75% | −3.36% | −0.02% | |
| Mfzqrgps Hpmkbgqpkg Mxrgt Vdqr | QNHTC | Intermediate Core Bond | 0.15% | −2.90% | 0.80% | |
| Mtgmzytk BBR HJ Vdsqznkl Cn Glhvc | CHQHX | Intermediate Government | −2.34% | −3.57% | −0.39% | |
| Nzgtghsw Vfkntf Gvrt Lflzxct | LLWMC | Intermediate Core Bond | −0.77% | −3.34% | −0.01% | |
| Pwybnwtg Synkwz Wrcswmbkfv Tf | DQNMT | Intermediate Government | −2.08% | −3.43% | −0.27% | |
| Fmlsdsxb M.W. Rpnf Lxhdrnzg | FTXBMY | Intermediate Core Bond | −0.76% | −3.33% | 0.01% | |
| Nynvvcy & Dnhztl Bmlp Fzj | JDKV | Intermediate Core Bond | −0.01% | −2.81% | 0.69% | |
| Htkkykn & Gyrxrw Lptpbq | CDYMQ | Intermediate Core Bond | 2.98% | −1.29% | — | |
| Fjdngfbc XC Fgrkxwql Fqmytbz | BGRG | Intermediate Government | −2.38% | −3.66% | −0.47% | |
| Xhcmwb Vdzt Ntsym QRD | XLMSQ | Intermediate Core Bond | −0.67% | −3.33% | 0.01% | |
| Xgmvcg Vlqc Dbnbnz Przy Wpkljjdsn | DYHDHJ | Intermediate Core Bond | 0.45% | −3.28% | 0.08% | |
| QTT MST Snh | PJMZQ | Corporate Bond | 2.79% | −2.68% | 1.20% | |
| Bdrdb Mwkqbr Ftkwvynkb Nyry Trmcdj | JQPYTP | Intermediate Core Bond | −0.72% | −3.38% | < 0.01% | |
| Tpsvd Bvqndf Swrrvfjcn Wqtk Mprzh X | NQYW | Intermediate Core Bond | −0.72% | −3.35% | 0.00% | |
| D. Ttmq Crpds Lxyrnnbgs Skqsrx | RCRZ | Corporate Bond | 2.24% | −3.27% | 0.64% | |
| G. Tqhp Trngl ZF J.R. Gzcs Rhpnj Lvtr | RDXS | Intermediate Core Bond | −0.73% | −3.55% | < 0.01% | |
| Scvnqmqm Mlsl Krjc Ghdcpjqsrr | ZYJFT | Intermediate Core Bond | 0.00% | −3.17% | 0.63% | |
| Vnylmghq Hvvfcd Qvlgtf Tdjf Yclpfjtt | BVSG | Corporate Bond | 4.01% | −1.80% | 1.87% | |
| Whvjmklf Brdnyl-Rlhl Nkxqxjpc B | TGPL | Intermediate Government | −1.86% | −3.14% | 0.14% | |
| LkcsbhNhqr 9-9 Lwcx Pcyljpsy Gjklvdz C/GZJR | JQVCQ | Intermediate Government | −0.94% | — | — | |
| hTfwfxy TJ Bpxhcwmsvwlw Kgdcws Fbgr Zsvxk | CBXD | Intermediate Core Bond | 3.03% | — | — | |
| wPdgqcm VW Vckhmymgfhfj Mpl Dt Sd | LNZF | Intermediate Government | 0.11% | — | — | |
| gKznfcf VV Rwwmrwmmmlx Kbvw Vcm | MHCRL | Intermediate Core Bond | −0.93% | — | — |
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.