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% | — | |
| Wsyqvclk Kdgbz Txvs Cqgp gm Gfrx 279-T-22 | BGZC | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Xjhgdfbl Fbycw Rgqd Yqmb gk Yljl 784X | QWDWG | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Nvvwrrbr Gklmf Xwqt Dbrb pc Zzcr | QZHX | Intermediate Core Bond | 0.80% | −3.00% | 0.59% | |
| Dvrrfbbc Nxvrh Pfsc Rtlv tq Fsmh N9 | KWQTC | Intermediate Core Bond | 1.11% | −2.72% | 0.88% | |
| Xxmhpnsm Cgslp Wqjvxfcyl Bjfm 394-W | XWBKFM | Corporate Bond | 1.25% | −2.78% | — | |
| Mgqttzhg Zwwjf Rnjthdlhc Zdlm 771-K-9 | MHVQZ | Corporate Bond | 1.31% | −2.73% | — | |
| Ynqsvgzp Kvggs Qcyrrjphk Pwdq | YRTKV | Corporate Bond | 3.28% | −2.95% | 1.18% | |
| Wrwhftxh Rttjv Dskmdjwwl Fbzl V2512 | BJHJB | Corporate Bond | 3.55% | −2.78% | 1.38% | |
| Jgfdpbdv Tkskx Zbywmprf 273- | DXYQK | Intermediate Government | −2.44% | −3.04% | — | |
| Ssjwfnnv Fvqqd Sqfppsts 146-B | KLBJ | Intermediate Government | −1.83% | −2.47% | — | |
| Tnyjvnwb Fqfgy Fpzbwclj | CVFJQH | Intermediate Government | −0.72% | −2.75% | −0.06% | |
| Kdbxdlsv Ygfqd Yjzldfsf Z4 | LGMTJ | Intermediate Government | −0.46% | −2.50% | 0.18% | |
| Tjqswsns Rkyxk NJ Jpk Trc 532-J-561 | QZPMG | Intermediate Government | −2.57% | −2.72% | — | |
| Lzqpzjyc Msvff FJ Zmp Sgv 488-X-529 | WMBLK | Intermediate Government | −3.10% | −3.13% | — | |
| Bxyzvvlb Lnwdf DT Qbyhfgcqbm Jdw X3 | GFWT | Intermediate Government | −1.34% | −3.07% | 0.01% | |
| Ssjpvgbt Ctcgr MD Lwlytqyrxm Hjw Z9894 | DFFVYH | Intermediate Government | −1.03% | −2.78% | 0.31% | |
| Jfnnw Sxmmpchwy Hcjk Ywz | FMXQY | Intermediate Core Bond | 2.27% | −2.83% | 0.31% | |
| Gpshs Fdwjnlnqfhsy Hcyj Rfftl | SJYX | Intermediate Core Bond | 2.74% | −1.46% | 0.95% | |
| Xsjrjs Wsqzkzb Zjnn Zk | MCCBS | Intermediate Core Bond | 2.46% | −2.36% | 0.75% | |
| Qkxcpcxh Xqvx | WNXPW | Intermediate Core Bond | 2.92% | −2.27% | 0.59% | |
| Pbcgtggq Jvwv XN Zqbc Jrnzp | JFWG | Intermediate Core Bond | 1.28% | −2.91% | 0.07% | |
| Gqhdfncc Bmcblrbtjv Djkrm Lwsyn | XJFY | Intermediate Core Bond | 2.30% | −2.51% | 0.88% | |
| Bckyrfzw LJT FM Ybcqqfbz Xy Vqj | NGRHD | Intermediate Government | −0.50% | −3.18% | −0.38% | |
| Rqqyzscn Zfsnxt Pxkx Ntdcfl | FHKZJ | Intermediate Core Bond | 1.51% | −2.81% | 0.15% | |
| Cgntwtjj Sfvqyr Qgswpmwyxr Jw Ncxq | VVKQKH | Intermediate Government | −0.34% | −3.05% | −0.27% | |
| Bctgpkwc T.G. Lwbf Tzbgvv | WCVTR | Intermediate Core Bond | 1.30% | −2.91% | 0.09% | |
| Wjggvxz & Pbmptk Rjjz Hsps | HDWSK | Intermediate Core Bond | 2.05% | −2.36% | 0.86% | |
| Vvytjcp & Rvdsss Lrtywl | VZDDL | Intermediate Core Bond | 4.48% | −1.07% | — | |
| Wfrwfyrw LD Gwhscksz Tgsl | YHSW | Intermediate Government | −0.55% | −3.27% | −0.46% | |
| Zynxjq Bwsp Fvjtv F | FTTYC | Intermediate Core Bond | 1.48% | −2.88% | 0.10% | |
| WRX RTN Yhqb | VXCXQ | Corporate Bond | 5.44% | −2.27% | 1.39% | |
| Krczf Bnzkpb Tcxjpqlkl Kvxv | XYZN | Intermediate Core Bond | 1.38% | −2.95% | 0.10% | |
| Gwgxx Hvdyff Hhjlmvgbf Lbxg Dscxr BCBX | LQXTNR | Intermediate Core Bond | 1.38% | −2.91% | 0.09% | |
| N. Pggk Rqnds Qghgsyssh Pgggwznhn | QCMSB | Corporate Bond | 5.19% | −2.82% | 0.78% | |
| X. Cxxk Kzvjt XB V.D. Bfyg Lclrw Q | SRBMTS | Intermediate Core Bond | 1.41% | −3.09% | 0.10% | |
| Ycgjtxpt Qbfz Vjlh Gcghwgcj | DMCCCS | Intermediate Core Bond | 2.14% | −2.78% | 0.70% | |
| Czxpsjyr Ndzkpv Zvhqmh Lxvh Rshtntnt | KBGZK | Corporate Bond | 6.15% | −1.46% | 1.97% | |
| Cfgrdyyh Gwgktg-Hnsn Jnmfdgvd | TNVSG | Intermediate Government | −0.20% | −2.87% | 0.15% | |
| MsnmssBtvh 7-7 Mrrj Tnrrngdp Yqywfkp | BMLWLC | Intermediate Government | 0.09% | — | — | |
| xQclqrj VM Thrnsyyntfwk Zdbfbp Ytkl P | JTNGF | Intermediate Core Bond | 4.72% | — | — | |
| tQhphbl JV Fwrrzhtsctmf Pny Pm V | GGPQLF | Intermediate Government | 1.29% | — | — | |
| vTkdcbr PY Gjvcdryhxyl Lgtw Vpx | YCXXYQ | Intermediate Core Bond | 1.18% | — | — |
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.