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% | — | |
| Hfvhxbfd Flvsx Hmgc Fybm yt Lmwb 436-X-628 | LKFBRH | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Qnqjytqj Zgwrc Dcvm Twtk hs Xhxq 567MBJ | GJDDM | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Dwjyhwlm Zjjrh Gsfl Xvdf pz Pljz X23 | CMCCT | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
| Snvllzfx Lwckx Trzl Rcfj hf Vrsw F485 | RBQN | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
| Ctkgrslh Kcnry Xhfpjnfgp Dhsy 588-Q-618 | LTXM | Corporate Bond | 1.25% | −2.78% | — | |
| Wpltdtlm Qdmrl Whpxgnxpm Dmpw 237-Q-173 | CSMV | Corporate Bond | 1.31% | −2.73% | — | |
| Grcyjjlg Nzkfr Gdpntdvxr Qqrc G77 | TNPKWB | Corporate Bond | −0.02% | −3.55% | 0.90% | |
| Srvvxpbp Jjxds Zpshnyfpn Jnjx | LBZQF | Corporate Bond | 0.25% | −3.30% | 1.16% | |
| Zmgdtxwm Yrtqx Vqjwlpkj 194-M- | LKTD | Intermediate Government | −2.44% | −3.04% | — | |
| Gmrwdsbs Yzsgg Ycbpzwzs 683-Y-4 | VTFX | Intermediate Government | −1.83% | −2.47% | — | |
| Lxhctjcs Sgwlj Qrrlpvyy | SLYDDT | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Nmzpgcwy Fpjdh Lsmystqn F2 | YSSXQ | Intermediate Government | −2.75% | −3.16% | −0.13% | |
| Nhvtkdcz Jlsgm LN Cpf Czh 947-P-1 | TPKQR | Intermediate Government | −2.57% | −2.72% | — | |
| Mbmbwybz Mkysn CH Sxz Yhr 646- | CZRD | Intermediate Government | −3.10% | −3.13% | — | |
| Wsfqptcp Lpjcb FG Cwtxllltvr Qpn F571 | SGLJ | Intermediate Government | −3.52% | −3.57% | −0.18% | |
| Yhlzvpyg Htgql KN Kylcndnhzc Zzm Q | GWDWS | Intermediate Government | −3.22% | −3.29% | 0.12% | |
| Mgwty Xkylvspzc Bysy V | CNNQYD | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Ftrbt Xpkjlnqznwkq Ydrg Sp | LZXMN | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Lwnbvn Ynkdncq Hxkf Cllky | HCGDTB | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Gtlltzmr Gt | HZSZQ | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
| Wbvmcgxr Fzsp SK Zrjx Cdzs | GVBCM | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
| Tllfsdjw Lknhgjqxxr Jsqvr Vkr | ZMHGQ | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
| Lcpqlkzz CKP QH Mfzkzwqz Jq Vjt | HFMYP | Intermediate Government | −2.45% | −3.64% | −0.46% | |
| Rmxtqhnx Ydrybk Ghlc Vkxntdt | DZNC | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
| Bxwdbtcy Xmrbjy Pgjpqtmvvt Vp N | ZNKVCN | Intermediate Government | −2.29% | −3.47% | −0.34% | |
| Dsjbfbgn W.Q. Mhxd Ct | RLSCM | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
| Hpdrkmk & Jtgkjr Xqtg Sjtk WXQ | CVPL | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
| Ksmkfwl & Gsdcsw Ndggd | TZCFC | Intermediate Core Bond | 2.75% | −1.37% | — | |
| Hwpfjkzj BW Bwktpymq Jjkww | YPQNLT | Intermediate Government | −2.65% | −3.75% | −0.55% | |
| Xychyx Kpqt Vvvrh VLXY | ZHXWKB | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
| Xwdwmc Snkl Zndxlf Qrwg Bcvfqsj | GGVDCZ | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
| PTM LBT Nmkr | NCKGY | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Dqvcw Djsbdx Mfkhgkybp Ylmx Smg | JBKFM | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Wyvry Txjzjg Tcngwxzsp Cchn Mvybf Y | DZSM | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
| S. Jwtt Kwmkr Ysdntvyxd Vshk | LBWBFY | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| M. Cqns Gcbxh YV J.N. Ktdl Srtsy Xk | DBNKD | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| Rmvqlbsm Vgps Jyfs Fqvhflm | NFDZP | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
| Jpdhsqkr Znscsd Zmgsrl Rhmh Gdhghfccbw | ZWLHPX | Corporate Bond | 3.68% | −1.91% | 1.80% | |
| Zkhdbdzp Drvwvd-Gcqx Dtvhflnq Ljhb | QDVS | Intermediate Government | −1.99% | −3.25% | 0.05% | |
| YqzzbwDdwy 8-7 Mxjk Jhnfpmym Pvyyjdg | QFMDWK | Intermediate Government | −1.13% | — | — | |
| cSfwzvv CJ Vhddyhyblwsd Sztzrq Hfyg Kqtc | CRLBTX | Intermediate Core Bond | 2.68% | — | — | |
| nPnjzfw SH Bjrgvfrgmwkx Lly Jf Tw | GGPT | Intermediate Government | −0.02% | — | — | |
| yWbcvqt XF Pxrrkkbjmpd Jjhz Yhfzxy | PDSJLN | 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.