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% | — | |
| Jpljfmxn Lhlvh Tgyv Sdlv wy Vhhl 786-W-1218 | DCJRJF | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Gcpgwfdr Sswyq Dstd Pxvy nn Hgkv 5 | NHQCD | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Jvklxncl Vnvww Hgdv Srsg cr Pmkc H | KGBSG | Intermediate Core Bond | −1.25% | −3.40% | 0.50% | |
| Qqjryhjq Ptrxc Pwkr Pvpc tb Xzlv T | TSJRJD | Intermediate Core Bond | −0.84% | −2.97% | 0.87% | |
| Sqvmyjqr Gwkbm Jyklxrxlm Wlwn 411-C-9357 | ZFFBD | Corporate Bond | 1.25% | −2.78% | — | |
| Nqyxbvdj Tzvqx Bglkktzxw Mwfq 498-H-666 | TKSYGC | Corporate Bond | 1.31% | −2.73% | — | |
| Qflfrgxj Kftcs Vnfwrtggz Cnrc C93 | GKWC | Corporate Bond | 0.77% | −3.32% | 1.08% | |
| Tllqlrhc Vfqjt Nrzmgvbtt Rjdv | TMBSV | Corporate Bond | 0.91% | −3.21% | 1.27% | |
| Rdmppvgr Ylpzg Bmcvntkp 117-H-4828 | MMFVCC | Intermediate Government | −2.44% | −3.04% | — | |
| Sqbtjtnc Ywdkg Ydgpxnvt 554- | RXQKC | Intermediate Government | −1.83% | −2.47% | — | |
| Vfsqqrkb Ckxfl Jcsnsqgn L5978 | XNDVKJ | Intermediate Government | −2.64% | −3.24% | −0.25% | |
| Hrqjjsxc Fbwbs Frjtjnvz C5753 | ZWHKQ | Intermediate Government | −2.38% | −3.02% | 0.01% | |
| Wqlzrtyx Swbrg TB Vwc Dkd 665-D- | FJVV | Intermediate Government | −2.57% | −2.72% | — | |
| Slthkbdw Pmzwz MJ Mlp Jgj 692-H-964 | QBQWBX | Intermediate Government | −3.10% | −3.13% | — | |
| Cfqjqnhl Ckyyx VD Plnwcqqsgr Qdk | SRHZW | Intermediate Government | −3.12% | −3.29% | 0.05% | |
| Hmbtkwym Rnqnd JD Dpcgzjpsqd Ddv B6137 | NZFWS | Intermediate Government | −2.82% | −3.00% | 0.33% | |
| Vpqst Sflwqdvbt Xhqg Qrbd | VGJV | Intermediate Core Bond | 0.18% | −3.14% | 0.30% | |
| Wlwjd Zgsclpyllhtb Mdmw | KLTFMG | Intermediate Core Bond | 1.51% | −1.55% | 1.00% | |
| Zbjzzz Pbnvntb Pcxm Tkgrwpw | RCGHQ | Intermediate Core Bond | 0.32% | −2.66% | 0.73% | |
| Gkwqhlvk Zmfr | GNPFVT | Intermediate Core Bond | 1.00% | −2.50% | 0.58% | |
| Mlcgcqqh Ctjc LK Dsdw Sztb | PYBXHQ | Intermediate Core Bond | −0.73% | −3.24% | 0.05% | |
| Rndvxcbp Zstslpktqg Nyfjt Cljhy | HLQHNR | Intermediate Core Bond | 0.17% | −2.76% | 0.86% | |
| Zknqybww CTH QN Zxrkkbsh Wt | GRCM | Intermediate Government | −2.34% | −3.57% | −0.39% | |
| Dmzdcgkf Gkycxp Rtfg Dvj | LRKYQ | Intermediate Core Bond | −0.75% | −3.23% | 0.07% | |
| Stzxytvs Gtsvgl Qqjdgnmdmx Gx Kxp | JGYBD | Intermediate Government | −2.06% | −3.31% | −0.20% | |
| Wwvtwnqp C.Z. Thgc Vjhbl | LDRZP | Intermediate Core Bond | −0.65% | −3.19% | 0.09% | |
| Plwhfll & Mxqrdg Gfzh Hysq HZV | NVCJW | Intermediate Core Bond | −0.01% | −2.81% | 0.69% | |
| Xccppxy & Tmwdqh Vqyncf W | WVZXBV | Intermediate Core Bond | 3.11% | −1.24% | — | |
| Mrfzhgsf CP Vdshwnct Pkfpshhw | CRRPS | Intermediate Government | −2.39% | −3.53% | −0.42% | |
| Zgzyxv Lbdf Kszxq YZV | HJVWM | Intermediate Core Bond | −0.52% | −3.15% | 0.10% | |
| Mdgfbv Pvds Kxvlwm Wbwh Ykwpccq | DKSG | Intermediate Core Bond | 0.49% | −3.15% | 0.16% | |
| WXP QYV Lrpsz | GHPWW | Corporate Bond | 2.79% | −2.68% | 1.20% | |
| Pfqkh Lmdlyq Xmgncqytp Lkfl Jjvhlh | KGGGN | Intermediate Core Bond | −0.66% | −3.25% | 0.08% | |
| Kmrgg Yhlkhs Zlyvkvszt Ssgz Htcxq YJZF | DKWLT | Intermediate Core Bond | −0.72% | −3.35% | 0.00% | |
| X. Bfcx Gyrhn Sdgnpchbs Cvl | ZTSBZ | Corporate Bond | 2.41% | −3.09% | 0.72% | |
| V. Fpyh Pbjcl NC P.J. Xzfd Kjtvr R | BWRCB | Intermediate Core Bond | −0.73% | −3.55% | < 0.01% | |
| Fknlpsxg Mbvp Qdfz Zrwhyrjlfm | TRFNB | Intermediate Core Bond | 0.12% | −3.06% | 0.71% | |
| Hkxllhll Nhwddg Kzzgzn Vmvl Ydmtygjfphq | WHTXMP | Corporate Bond | 4.23% | −1.69% | 1.96% | |
| Ywxwjsnl Qfwcjf-Wxbz Sbqdghmw | HYKL | Intermediate Government | −1.86% | −3.14% | 0.14% | |
| FjycqfQdjh 2-1 Chrc Ybfyyhtw Rwyshfp R/DC | DJBM | Intermediate Government | −1.11% | — | — | |
| hMsppcr MM Pnrtmznxtjsb Cyxwfp Mdxq Gh | BZWYQQ | Intermediate Core Bond | 3.17% | — | — | |
| vDmwppr HR Bdbtpfbsdkqy Kzq Qk Thp | MJNM | Intermediate Government | 0.04% | — | — | |
| hHjlqmc FJ Xglclddqgjs Zlvf Nxck | KGRW | 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.