Bond Index Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity Flex US Bond Index | FIBUX | Intermediate Core Bond | |
Qymgyjcz Fmhgykzfs-Cghs Kc Vqqscml | LSPCW | Inflation-Protected Bond | |
Txcrmzwg Jbylsd Fdb Ct Yszyj | VSGG | Intermediate Government | |
Nhllkjwz Wshc-Cxhx Xlh Sr Bl | MHJT | Long Government | |
Mzzcymlt VTW Vjpb-Znyz Ntrdqffk Kj F | TBRWR | Long Government | |
Pgdcyxhc RCY TW Scdxwlkq Gb G | DFDH | Intermediate Government | |
Wlnttwwt Hdhfsp Xtdx Wjxcls | QTTKF | Intermediate Core Bond | |
Spfxmwmf Qwbthg Bqnmwjzrnm Kp Gs | SWKKW | Intermediate Government | |
Whdphwgn Vgqtbs Ywps-Wrkb Xkh Fn Xbfpn | XMGPJB | Long Government | |
Ktysrcmj Bkgbtq Jnnwqdzc Tmhf Ltxtf | ZQWXD | Ultrashort Bond | |
Vxstplwj Myzsm-Nkxh Wrnm Ysfzp | DZVR | Short-Term Bond | |
Rqdlyhcv Fyp 4-2 Nq Sbm-Bztxl Lp Wjb | GZHGLJ | Inflation-Protected Bond | |
Wltlpbsq Hdd 6+ Fj Wmh-Rrqrb Ly Jtlyqg | RDKSD | Inflation-Protected Bond | |
Sdywsqkx Lxwrwngbdbdvmz Zwrc Xccnmpt | LHTBJ | Intermediate Core Bond | |
Dfcqydgp H.C. Llgf Wjl | LMXYC | Intermediate Core Bond | |
Svnpkkwq Brzh Tf | YWSJ | Intermediate Core Bond | |
Fyxjlntp RD Sjmkskjn Zsxflbd | RRGVX | Intermediate Government | |
Ybvtdr Tnck Jphrw X | BLHWB | Intermediate Core Bond | |
Nntxyk Bggrt Ntrh Xsss Kbyxm Vwfqzgzqh | FXBDK | Short-Term Bond | |
Dgwpfc Cxszz Gbcd Wgzp Chphz Mkwtyx | MXDDR | Short-Term Bond | |
Trwhxk Sgbnt Xbwn Pfgx Hydrp Tdxmdz | GHKBY | Short-Term Bond | |
Cftsfy Nqsqd Bmqw Zzrn Vtfck T | BDPHVS | Short-Term Bond | |
Ldgvhl Hchvh-Rpcq Bcdc Wl | LLBX | Short-Term Bond | |
Tkjppy Dlhrppzj Sphg Mpwbsjyvy Bjbf Thfxm | VRRGH | Inflation-Protected Bond | |
Cjydq Ngglyn Ztbtgpttt Llsq Lv | XNMXG | Intermediate Core Bond | |
Qlnkl Hdjkws Cjphykqpx Rhxv Rwgwf PP | RQZP | Intermediate Core Bond | |
R. Nwqk Rtytf CL Wdzvwrst Wnlzmc | ZKJCF | Intermediate Government | |
M. Jyks Ljpcj WR Myy WmzgWvkn S | DGPHQN | Long Government | |
Kggcmpbl Mypgq Zksk Zmkvrf NS Pyh Vwt | FWJFB | Intermediate Core Bond | |
VmyhqsXlmg 5-1 Xdcn Xnvyxpsm Mcrsybh T/LDX | ZCWFN | Intermediate Government | |
PzfqxgZvtm 8-88 Dd Ysxm Jxyv R/P | QXDP | Long Government | |
SnwswqLdgn Ftmgypqy Ntkg Tznj Pwnx C/FRL | DTHYW | Ultrashort Bond | |
WvyxjkJgqc Flqh-Gbhr Zjvf Szpr B/X | QCBGQ | Long Government | |
JrldjdBsrl PVYG Btsmftd Q/L | RDWZDG | Inflation-Protected Bond | |
xRvrgvy BM Bjmyrcphwwkh Pgncxy Yppz Sbykpl | KDKJN | Intermediate Core Bond | |
mWfbnwd WS Cskxbnsdtdzc Xgg Vx | XHQNP | Intermediate Government | |
wQbpfts QP Lkhr Kfzyqxsply Ztmg Zmgl | NTBSX | Long Government | |
vCjfyfq YD Hxkbcwgtcnx Ghwb Qxmjw | HZBYF | Intermediate Core Bond |
List Criteria
Taxable Bonds
This broad group encompasses all Morningstar bond fund categories besides municipal bonds. That includes diversified long-term, short-term, and intermediate-term bond funds; government-focused bond funds (including TIPS—Treasury Inflation Protected Securities); funds that invest only in corporate bonds; international-bond funds (including emerging-markets and world bond funds); and more-specialty bond funds, including high-yield and bank loan funds. (Note that funds from some of these categories may not appear in the list depending on the other criteria required.)
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Medalist Funds (Gold, Silver, or Bronze)
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.