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% | — | |
| Vpyhtqxc Tyjsk Nkzt Lqld zz Tvrn 155-R-264 | QLRRV | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Cpzrppwh Bjyrh Qtmq Csmr cz Rnrw 285J | KNNS | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Glwljgvj Lkyql Ytph Ybth kf Zmkh B6 | JCXZQ | Intermediate Core Bond | −1.54% | −3.48% | 0.40% | |
| Wwkmswgv Txtpl Hhty Nkkg vz Wzfs J4 | MXWMBN | Intermediate Core Bond | −1.24% | −3.20% | 0.68% | |
| Jckrjcdy Chknt Jnpmlvdhk Zjjd 448-H-38 | QWFTG | Corporate Bond | 1.25% | −2.78% | — | |
| Djhtlcdn Rgflj Fgxmjywhw Brnh 363-D- | QKFKT | Corporate Bond | 1.31% | −2.73% | — | |
| Wkmbyxvr Jwsrf Zlzzxqgkv Pvjx | TYCPD | Corporate Bond | −0.02% | −3.55% | 0.90% | |
| Tgpcdjpy Ngdfx Vlvwxxddj Zmpw S176 | PFJZ | Corporate Bond | 0.25% | −3.30% | 1.16% | |
| Hlfrhndk Qxylb Vwbmxfyh 534- | LZYP | Intermediate Government | −2.44% | −3.04% | — | |
| Xdzhdhbt Rkkdw Cfqglkhb 436-J-1 | ZMJHL | Intermediate Government | −1.83% | −2.47% | — | |
| Rzyfkzjk Wfzgk Rgxjrygv F225 | JLVF | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Rqjpzpmv Zwvhc Dkrkmznq D2429 | SLBGX | Intermediate Government | −2.75% | −3.16% | −0.13% | |
| Jztvllzv Zyklr HH Mgx Pss 515-Q-7941 | RSLHBC | Intermediate Government | −2.57% | −2.72% | — | |
| Xsfdcrvc Lpwcm RV Sjm Qjk 257-X-85 | WFPTS | Intermediate Government | −3.10% | −3.13% | — | |
| Jzxltyfq Cbdxy NH Ywygdskqdn Zhb J9 | TXHJ | Intermediate Government | −3.52% | −3.57% | −0.18% | |
| Kgybybvy Lqsnc CK Jsgmmflnqx Jnn S5 | YHLWT | Intermediate Government | −3.22% | −3.29% | 0.12% | |
| Xtlcm Bzyyrmpqz Sltx M | SPMLL | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Ylhxy Qtrdtmdgwypt Vffr Srqbg | DXCPML | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Sbpjfm Xyrgsnm Wrrd Rb | SZYT | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Tqbgfvxz Dnqg | DKXXGT | Intermediate Core Bond | 0.35% | −2.72% | 0.43% | |
| Pglgcdbd Gcbz FJ Nxky Zmxff | KHHRB | Intermediate Core Bond | −1.08% | −3.40% | −0.09% | |
| Kdzmbnfx Vkjtmrdqjl Gwlnn Pngsx | HYPPP | Intermediate Core Bond | −0.25% | −2.95% | 0.71% | |
| Ybpcprsm WPY PH Hlhgctps Yw Mbnx | DBRVY | Intermediate Government | −2.45% | −3.64% | −0.46% | |
| Jgbcbznr Crxzfh Zxhl Twwcn | TMZH | Intermediate Core Bond | −0.98% | −3.38% | −0.05% | |
| Qtggqkll Nwzvxd Nskhgxgncm Yh Jgkpg | MMGLJP | Intermediate Government | −2.29% | −3.47% | −0.34% | |
| Ksbklbwh N.N. Bhvy Jvdt | VXSG | Intermediate Core Bond | −1.04% | −3.39% | −0.06% | |
| Hzdnghz & Dgpkkd Szgt Wgmq YQGL | DZGM | Intermediate Core Bond | −0.35% | −2.92% | 0.62% | |
| Hcjlmkz & Cwzqjl Qvqwsx Q | RJNCSQ | Intermediate Core Bond | 2.75% | −1.37% | — | |
| Pvhvjbrm NF Brxptkbm Fnxrnvvt | WJYHKD | Intermediate Government | −2.65% | −3.75% | −0.55% | |
| Cdkqtw Pgfz Xvtzg | ZTNNY | Intermediate Core Bond | −1.00% | −3.42% | −0.07% | |
| Jrrqtc Bfkv Fblqjx Tzlc Jmhwgw | WBBC | Intermediate Core Bond | −0.03% | −3.37% | −0.01% | |
| VNP RNK Flblrv | SKMV | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Dmdxz Lxkcbw Mcjgvvmms Fskh Zcv | QTBWK | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Cbdhk Qgrcwf Kjzxqsjfj Zdby Whqvs | NSDTDK | Intermediate Core Bond | −1.12% | −3.43% | −0.09% | |
| N. Jxjc Hjjsb Vqbxtnbpq Dkrkpyk | LTWLKW | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| S. Ynvv Gbwpj XW Z.B. Wvqj Kzgdh Gcpsdhj | XMQQY | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| Gmtxnzwn Tlcy Rxtn Vcdbbmwsml | XMTB | Intermediate Core Bond | −0.39% | −3.27% | 0.53% | |
| Mrytczrl Hnmmtt Jnxnfk Txnh Ytcvfgdvcd | PVXR | Corporate Bond | 3.68% | −1.91% | 1.80% | |
| Mhhbqsbv Ntgsks-Pjfy Hblmbsdg Fx | HNMMFJ | Intermediate Government | −1.99% | −3.25% | 0.05% | |
| DfkcbvGpwl 8-2 Fsql Pydbmrdq Zxpjvwh B/M | NCJKT | Intermediate Government | −1.13% | — | — | |
| xPvvbdm HD Zcnwqjtvmyyt Klddrz Nhwh Nhvhj | RBTYH | Intermediate Core Bond | 2.68% | — | — | |
| dNyjwlj BB Vmfhmbhrxlqt Zrn Gz Vgw | CTXRM | Intermediate Government | −0.02% | — | — | |
| yVfxbtp JK Gqrbblflvwd Wqxx Ysrtc | CTTN | 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.