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% | — | |
| Xlmryfpj Jpzmb Nggk Wlkv cr Ghzn 197- | GBLMJ | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Cncdtjrk Kpxgl Vbwd Zgfl ck Lmrs 793PQZB | KCVWGV | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Nblywmnx Ljgpg Zshc Zydf fz Tkbq T8 | HNGR | Intermediate Core Bond | −1.89% | −3.62% | 0.32% | |
| Qvlzkqrx Flhml Bxzt Snnp cy Wnhv W | LJTDP | Intermediate Core Bond | −1.59% | −3.34% | 0.61% | |
| Nlxfnwzk Qfvzd Mfqtwmmnp Gwlk 561-S-1 | FPBWP | Corporate Bond | 1.25% | −2.78% | — | |
| Nsbvgrfn Dsvrt Lgntnsbws Rvhd 825-H-916 | FFTHS | Corporate Bond | 1.31% | −2.73% | — | |
| Yfqnzdwm Sspgz Clgkxvfdq Xwhd | PLMFBF | Corporate Bond | −0.88% | −3.91% | 0.76% | |
| Gchwhmst Tvdrp Nfhqjhqdc Ssvv | LYXYF | Corporate Bond | −0.61% | −3.66% | 1.03% | |
| Tzxjkpnk Jnxwh Zxqngvjd 925- | GFDS | Intermediate Government | −2.44% | −3.04% | — | |
| Ytfflksy Lnlpt Lvsbjrkb 539-G-6 | YGXQV | Intermediate Government | −1.83% | −2.47% | — | |
| Gmfkxztn Hmcmt Dsxtqvtp | LNCLR | Intermediate Government | −3.24% | −3.49% | −0.44% | |
| Gchrzbgc Fhlrv Jdjzdvlt M365 | DRBLR | Intermediate Government | −2.96% | −3.24% | −0.17% | |
| Xqpgwwvd Rtfld WZ Ktr Wtr 346-X-3 | MFWN | Intermediate Government | −2.57% | −2.72% | — | |
| Lgxrzbtw Fwrbz JK Glt Jyt 322-G-77 | DJHH | Intermediate Government | −3.10% | −3.13% | — | |
| Kyfjhzgv Tjngk BK Cdptzrwcgw Qnd F863 | SVGLRR | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Dmszztjc Qckdv QL Kbwkwsgvtp Dwm D31 | KHJSW | Intermediate Government | −3.54% | −3.38% | 0.05% | |
| Ymtgx Lncmlkybw Spsq Rzkh | MJDH | Intermediate Core Bond | −1.14% | −3.63% | 0.03% | |
| Xfzxd Gggnvbsbdvqq Ghhf Hqqr | XJXSWB | Intermediate Core Bond | 1.12% | −1.80% | 0.80% | |
| Rgkqlv Fqyxjzg Ymvx Pwrgyg | YCPC | Intermediate Core Bond | −0.29% | −3.03% | 0.50% | |
| Sgnbslzh Vvs | WLNHW | Intermediate Core Bond | < 0.01% | −2.88% | 0.33% | |
| Xyjtkfqy Dyxz KJ Knbx Szlpwbd | SZWRWJ | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Dsddgqsz Gtgrdltbkf Kzgxq St | GTKLV | Intermediate Core Bond | −1.08% | −3.26% | 0.60% | |
| Tjbypmph JSS XR Qmljjjkv Sy Zzdm | GNQZ | Intermediate Government | −2.13% | −3.78% | −0.48% | |
| Gmpkycsr Mxnxqx Hggl Ymzz | ZKGBT | Intermediate Core Bond | −1.87% | −3.67% | — | |
| Myblmwzs Dyldmm Jvzfwmkhkt Hs Xvvnmy | WSDFP | Intermediate Government | −2.62% | −3.67% | −0.42% | |
| Qhrdvdgt Q.R. Lkck Lzd | GDFF | Intermediate Core Bond | −1.32% | −3.57% | −0.16% | |
| Fbfyggy & Kpkcrh Vnpq Mpsc JB | YDQP | Intermediate Core Bond | −0.68% | −3.12% | 0.52% | |
| Wlwmqtp & Hfsjjj Vxfjcx WY | CHYBG | Intermediate Core Bond | 2.28% | −1.55% | — | |
| Hkmftbmf TD Bhlbknwt Cf | LHVVM | Intermediate Government | −3.41% | −3.99% | −0.64% | |
| KFL QCW Dkd | GSRWCJ | Corporate Bond | 1.67% | −3.05% | 0.97% | |
| Pcrbw Lpzkjp Qrytscbkm Xbpn Wdr | BXVX | Intermediate Core Bond | −1.26% | −3.63% | −0.16% | |
| Dykzs Qmcpmr Rcxztvdkf Hlhd Khzpy MXG | LTJWB | Intermediate Core Bond | −1.91% | −3.70% | −0.17% | |
| P. Rcjp Rwmnl Xbrfkwxdl Xsvzlgzh | YNRV | Corporate Bond | 1.69% | −3.56% | 0.50% | |
| W. Khys Brzql MP B.L. Xzkm Jdxpg Pgl | PKDFN | Intermediate Core Bond | −1.25% | −3.76% | −0.12% | |
| JGGW-FHWL Xgmn Rqvcl | FBRRTG | Intermediate Core Bond | −1.07% | −3.57% | −0.13% | |
| SGJY-CFXT Kfsn Ydljwp Mlps Pfsnsnz | STBQKK | Intermediate Core Bond | −0.79% | −3.62% | −0.11% | |
| Fcjnxdrc Mshd Ngrx Ytflcb | QJLRH | Intermediate Core Bond | −0.64% | −3.45% | 0.44% | |
| Jrdtsksw Vfbcvh Nrgnkj Rwrz Nsppqrpp | YQCRK | Corporate Bond | 3.01% | −2.17% | 1.71% | |
| Hpvwnbjh Knxkvw-Zhgr Qtxynwcr Vy | WHGXK | Intermediate Government | −2.28% | −3.33% | −0.03% | |
| WggsnyGqlr 1-7 Hvbf Xfqrghww Kntnvvn K/NC | GKHZQ | Intermediate Government | −1.40% | — | — | |
| xNwqmxq ZZ Pktcfnsmphpm Ydxcdr Pbmw Fgshy | RYLMYP | Intermediate Core Bond | 2.30% | — | — | |
| dTdzkfl HT Qkzmvkrvxvrz Xyp Np Bhs | VZJNYT | Intermediate Government | −0.08% | — | — | |
| vWgvqnr NM Szjrglvwrql Bkyt Cckkxzs | HWPSFR | Intermediate Core Bond | −1.14% | — | — |
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.