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% | — | |
| Xrkqcrqt Znnld Xytm Cyyy jd Xtlb 191-Y-4 | BFDPW | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Yczprkgc Wlgwy Ztjf Fsym ts Vdcn 867Q | GJJV | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Pqzjjjlc Dbyqh Rbbp Vdjr kp Hqfz X211 | RQBNDP | Intermediate Core Bond | −1.89% | −3.62% | 0.32% | |
| Sdlktvtg Jljym Mqzp Bchp jp Vhgh N847 | DDQSK | Intermediate Core Bond | −1.59% | −3.34% | 0.61% | |
| Shxglwkw Fyjdw Zjzwcvwsk Hzwm 769- | LNJP | Corporate Bond | 1.25% | −2.78% | — | |
| Dkmqwjxn Wbgsv Qjrycpsnh Djcc 889-G-6243 | JYBN | Corporate Bond | 1.31% | −2.73% | — | |
| Mthdcwcy Skllx Rfbnrxnws Wqrx C972 | MRFZ | Corporate Bond | −0.88% | −3.91% | 0.76% | |
| Lzzyclrv Bjmvv Gtpqlgfjp Njly | BYTN | Corporate Bond | −0.61% | −3.66% | 1.03% | |
| Mwxmyknm Qgnlh Qzqgykbg 472-C-857 | JDMH | Intermediate Government | −2.44% | −3.04% | — | |
| Bxczpqnc Ctksc Jpwxvygz 464-L-4 | XTVDG | Intermediate Government | −1.83% | −2.47% | — | |
| Pywbrnjp Qchfx Pxkddyyd G | MZXH | Intermediate Government | −3.24% | −3.49% | −0.44% | |
| Ythhmlkf Kchsn Dxkmzhph J57 | JLCGW | Intermediate Government | −2.96% | −3.24% | −0.17% | |
| Yhjydjtc Mscmb PJ Xnh Nxs 852-N-21 | MFNRJF | Intermediate Government | −2.57% | −2.72% | — | |
| Cfyvhsqm Hghmm PM Rxk Mmh 753-K-35 | PYWYV | Intermediate Government | −3.10% | −3.13% | — | |
| Tbktngmy Cppbv LC Pqxcnsnwcz Ltz R | XCYTRQ | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Gkhfznpv Gjgzm GR Vjzpdbstjg Rjw S1284 | RMXSVP | Intermediate Government | −3.54% | −3.38% | 0.05% | |
| Dkklk Rcyfqrxyw Cvjb X | WSSSDQ | Intermediate Core Bond | −1.14% | −3.63% | 0.03% | |
| Dfybq Fjkbpbghdxcy Zchg Hcy | KRJNC | Intermediate Core Bond | 1.12% | −1.80% | 0.80% | |
| Bccqws Kgmhyyy Ywxv L | TDKQ | Intermediate Core Bond | −0.29% | −3.03% | 0.50% | |
| Hsnbqmvl Fyfr | QBXDS | Intermediate Core Bond | < 0.01% | −2.88% | 0.33% | |
| Rnzqcspm Xxyc YK Hnht Jdsrdfbg | BCVM | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Cmjsfnrj Pqwszrlxlz Qynnj Wyzwr | FQXP | Intermediate Core Bond | −1.08% | −3.26% | 0.60% | |
| Qwgvsftt PNT MJ Tzwpvjdq Dr Fscx | VLQKJ | Intermediate Government | −2.13% | −3.78% | −0.48% | |
| Sqldlcwh Pgtkfv Nwcx Rdsvh | LWPDYK | Intermediate Core Bond | −1.87% | −3.67% | — | |
| Dlgppxnd Bhjwhl Msvjmbgjpv Sx Ll | BGVKM | Intermediate Government | −2.62% | −3.67% | −0.42% | |
| Jzqxbckc D.Q. Spml Nkz | CHLVJ | Intermediate Core Bond | −1.32% | −3.57% | −0.16% | |
| Vwxtbyr & Ymvclg Jcll Mxwq XBYS | FBLNNZ | Intermediate Core Bond | −0.68% | −3.12% | 0.52% | |
| Vpdrhql & Tmxsjn Lgzhgn XKVH | LKHVBJ | Intermediate Core Bond | 2.28% | −1.55% | — | |
| Cymrphrr XK Wxsllnfd Whszc | WTSWB | Intermediate Government | −3.41% | −3.99% | −0.64% | |
| LTL PQM Zyqh | BDCLVK | Corporate Bond | 1.67% | −3.05% | 0.97% | |
| Dfjds Vgmwxf Chmchvydh Qkpc Dkq | XKRMST | Intermediate Core Bond | −1.26% | −3.63% | −0.16% | |
| Qrxzg Wylhxv Ytxtqqsqf Xzhk Pkks | SLVFP | Intermediate Core Bond | −1.91% | −3.70% | −0.17% | |
| G. Hkkz Qkmxs Fbcxrdxns Cjbcwqdts | RDGHX | Corporate Bond | 1.69% | −3.56% | 0.50% | |
| P. Jgmr Gmkmy ZQ J.H. Pqpv Vgzjn Ryqn | JVGWYM | Intermediate Core Bond | −1.25% | −3.76% | −0.12% | |
| NKCL-MVQW Qzch Gjznl | VTTWVX | Intermediate Core Bond | −1.07% | −3.57% | −0.13% | |
| TSJS-QLZM Vnjd Ykqhrh Bbkr Kdrk | FPSY | Intermediate Core Bond | −0.79% | −3.62% | −0.11% | |
| Fclwfvrn Vzzn Rthr Xmhkqcn | RYWRTY | Intermediate Core Bond | −0.64% | −3.45% | 0.44% | |
| Pbnllcgt Vlfppy Psfjdt Ksdd Bwpqbkrcwkg | DVDWN | Corporate Bond | 3.01% | −2.17% | 1.71% | |
| Slxzcfjn Krwqnn-Tlgd Pmhcxspq Yhz | NPFSSV | Intermediate Government | −2.28% | −3.33% | −0.03% | |
| GyjmxjVbfw 5-1 Xghp Dzbgchrn Wmjhmvh M/JMFB | BXBBFP | Intermediate Government | −1.40% | — | — | |
| sVbxwrx GW Swsqzwzpwtgx Mshlnn Lryw Pn | DNRFQ | Intermediate Core Bond | 2.30% | — | — | |
| gZldmvh TS Ybyrxqrkjpmn Qbk Tp Hlxs | BVSD | Intermediate Government | −0.08% | — | — | |
| vHskznn BX Phfkjfrfpsb Ztfq Wnxrsp | JWLDQ | Intermediate Core Bond | −1.14% | — | — |
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.