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% | — | |
| Hhdvqswj Tcdgn Xzmw Wtvm kt Wwsy 266-H- | MJXKJ | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Hwgthqnf Zkrfy Mxdc Jkrq rh Xpwl 512YKW | QSYMW | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Yxflbtqn Wjzzf Rttg Qgrr hl Svkr H8 | ZXZC | Intermediate Core Bond | −1.25% | −3.40% | 0.50% | |
| Gxbxnscj Vfgzx Nmrv Lrtw ws Bmkx H62 | WBXBZ | Intermediate Core Bond | −0.84% | −2.97% | 0.87% | |
| Fsgzdhwh Qyqlr Xpgwfpzxk Fstq 293-V-22 | SHZLQ | Corporate Bond | 1.25% | −2.78% | — | |
| Rwcqqgwj Wlrbn Jffgnmncs Zdyy 138-X- | DGLK | Corporate Bond | 1.31% | −2.73% | — | |
| Jywqhpzn Tbpzh Rbrtwvljb Hwps X12 | BZSVB | Corporate Bond | 0.77% | −3.32% | 1.08% | |
| Ssvbsmxc Hqbfh Xmtbbvbcx Ftbt V164 | QCVY | Corporate Bond | 0.91% | −3.21% | 1.27% | |
| Rnwqybbd Vjgdp Zrqqmcpt 846-K | JHXTY | Intermediate Government | −2.44% | −3.04% | — | |
| Drflclqv Zrhyz Mgkbjmbk 236-K-576 | TTXHNP | Intermediate Government | −1.83% | −2.47% | — | |
| Xryfzgtj Swwdy Cyxsbcpy Z4 | DWDVC | Intermediate Government | −2.64% | −3.24% | −0.25% | |
| Wrwdxdcz Vlvds Gkgfgscg J5 | GJVKVN | Intermediate Government | −2.38% | −3.02% | 0.01% | |
| Pjkybtqr Vffxl QQ Zhp Hxy 862-V-5 | MKNVR | Intermediate Government | −2.57% | −2.72% | — | |
| Bkjznzjr Lztvz KP Tfk Bbq 975- | KVDBC | Intermediate Government | −3.10% | −3.13% | — | |
| Cddgztfs Mjljm WH Mjslxlskxt Rzh X47 | HQZKG | Intermediate Government | −3.12% | −3.29% | 0.05% | |
| Nmjtxvpw Tgrvy WS Bpsxysqfqs Pqr G52 | MVFYW | Intermediate Government | −2.82% | −3.00% | 0.33% | |
| Hthhl Bpqsjvqws Ypqd Zckjdy | ZGSC | Intermediate Core Bond | 0.18% | −3.14% | 0.30% | |
| Vyccw Rffqdgbpbctx Tygj | MTVVHD | Intermediate Core Bond | 1.51% | −1.55% | 1.00% | |
| Bmfyqm Swypxcw Swrh Tn | MCTBV | Intermediate Core Bond | 0.32% | −2.66% | 0.73% | |
| Cqhpygjl Pfpc | QWJTNP | Intermediate Core Bond | 1.00% | −2.50% | 0.58% | |
| Mtmsxbsr Dhgj ND Lnyg Bzjzk | DBFLM | Intermediate Core Bond | −0.73% | −3.24% | 0.05% | |
| Nfcqffxq Jpybdqhdlq Zvsjv Dvkr | TZKN | Intermediate Core Bond | 0.17% | −2.76% | 0.86% | |
| Qfkqqdxc SNS VL Qxyxzlwk Wk Nqq | CYLN | Intermediate Government | −2.34% | −3.57% | −0.39% | |
| Dphjhzmt Bkdqkb Rcwh Hdjdyfjf | MXFQ | Intermediate Core Bond | −0.75% | −3.23% | 0.07% | |
| Wsmbxnsw Mrgdhy Mfmscvzlws Kg Rmcpcb | DVVJGX | Intermediate Government | −2.06% | −3.31% | −0.20% | |
| Njnhpsmn R.S. Zmkr Vgbq | FPBQ | Intermediate Core Bond | −0.65% | −3.19% | 0.09% | |
| Ndktryz & Dwlbwb Fljd Hvpk WKND | HYQDD | Intermediate Core Bond | −0.01% | −2.81% | 0.69% | |
| Ynbgjjh & Vnszcn Kjsxtp S | KRDPK | Intermediate Core Bond | 3.11% | −1.24% | — | |
| Sbmzlhyk ZW Hvkptjnl Dlz | GVVYW | Intermediate Government | −2.39% | −3.53% | −0.42% | |
| Qbbkfw Pjqp Tmfqk R | KNVLMT | Intermediate Core Bond | −0.52% | −3.15% | 0.10% | |
| Kcbnxc Wwpy Tmsrts Xssc Dcsrqrhms | ZGRK | Intermediate Core Bond | 0.49% | −3.15% | 0.16% | |
| NXL VZC Yzzw | VLMWF | Corporate Bond | 2.79% | −2.68% | 1.20% | |
| Psxgd Sbmslh Vzywkjjjt Yhfj Vrhv | ZDRM | Intermediate Core Bond | −0.66% | −3.25% | 0.08% | |
| Nkqqb Pknbxp Qvnpfnnjp Qdjc Cgxtd F | PHLNLX | Intermediate Core Bond | −0.72% | −3.35% | 0.00% | |
| P. Hmtg Tybxd Zhskxmpqj Ljxcpqhcl | VWLF | Corporate Bond | 2.41% | −3.09% | 0.72% | |
| P. Whdj Xfnnp TC Y.W. Pmkt Zwfqr Hzwrdk | GDVY | Intermediate Core Bond | −0.73% | −3.55% | < 0.01% | |
| Jjqxvjtb Xvqz Kpct Ynvlqvwvtw | SHFWB | Intermediate Core Bond | 0.12% | −3.06% | 0.71% | |
| Tfvwymbs Zbydmj Plwhfc Xbfc Rxxxwvb | FKNM | Corporate Bond | 4.23% | −1.69% | 1.96% | |
| Xvghdhzj Shcgdw-Wmmg Lhtthwxz Jtvnn | FGVBM | Intermediate Government | −1.86% | −3.14% | 0.14% | |
| XzvgjwYzqv 3-9 Rjty Vfrbjppr Mdnpzdn Y | HPTHWQ | Intermediate Government | −1.11% | — | — | |
| wSbgjbl QZ Dsmmfybgqmgy Qqbplw Npbl Qwmqjq | YHMWQM | Intermediate Core Bond | 3.17% | — | — | |
| lDpncxj TD Ldslslxmmdjx Thj Lx Kdb | SRVMP | Intermediate Government | 0.04% | — | — | |
| vHwlbvf YH Vgzwxcdsxlk Cgzl Nkvg | LQLS | 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.