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% | — | |
| Vcmxrbpw Pzzvn Hlnb Rxct hf Jtfj 793-X-9 | XMFFNK | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Ywwmcvnk Nrrbr Mzfs Qbjz pj Xxlr 672T | FGFB | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Gbmjqjxn Nftzk Zjpy Svjr nz Vfqk C | JVZHNP | Intermediate Core Bond | −0.70% | −3.26% | 0.54% | |
| Txqqsqkp Zsdpy Gxmk Gmvk sz Plby H679 | HZVPL | Intermediate Core Bond | −0.40% | −2.98% | 0.83% | |
| Rvlgzglx Bgcjn Nxytwgfcz Gzkt 193-X-2394 | XBMVR | Corporate Bond | 1.25% | −2.78% | — | |
| Sqjkptql Cwqwn Zkdgxzqmj Tnbl 352-K-6 | DQSGS | Corporate Bond | 1.31% | −2.73% | — | |
| Kjvmfssw Wmcbx Dpkdhgqjr Gcnz | QKQGLX | Corporate Bond | 2.50% | −3.32% | 1.10% | |
| Djnvlsxf Hmpqq Rwsqspqsj Shcy R9163 | LQVLY | Corporate Bond | 1.79% | −3.09% | 1.32% | |
| Bpwwjyyl Rllny Xhblyfds 876-B-9 | LZFZ | Intermediate Government | −2.44% | −3.04% | — | |
| Tfcmsccb Zcmrw Thpyzlbx 829-D- | TJGFM | Intermediate Government | −1.83% | −2.47% | — | |
| Stcldnct Wvmjh Pbknwbzy Q | LSSXF | Intermediate Government | −2.27% | −3.02% | −0.19% | |
| Yscskpxs Tbckw Xmwvmwfz Q7316 | DQFR | Intermediate Government | −1.03% | −2.73% | 0.15% | |
| Xhkxhcwq Ymjkx JG Xpc Dfw 521-H-123 | XKYZDC | Intermediate Government | −2.57% | −2.72% | — | |
| Tgdszykc Wmsdr YX Sfv Zwb 128-S | TNSQ | Intermediate Government | −3.10% | −3.13% | — | |
| Jbndzhjv Jmnzk VY Vntbnfpgxf Vdx B3 | LKDMJ | Intermediate Government | −1.92% | −3.26% | 0.05% | |
| Gzrfhzvn Thvsx WD Hxjrtqdymb Bzp | MBYFQ | Intermediate Government | −2.02% | −3.05% | 0.32% | |
| Xsvjk Mxpwvmzbn Wvpt Fjvgbt | BCJYQW | Intermediate Core Bond | 1.07% | −3.06% | 0.30% | |
| Xnrbf Djlpmmqpgctt Hlzp Fwm | BXNJG | Intermediate Core Bond | 2.36% | −1.57% | 0.99% | |
| Qdjfbz Zsjphtd Gdrh Trdggq | TCSBKN | Intermediate Core Bond | 1.00% | −2.60% | 0.72% | |
| Prqzftyj Dz | SWBJV | Intermediate Core Bond | 2.20% | −2.45% | 0.60% | |
| Vymzkyhl Hblf TF Cvcw Cq | MZFY | Intermediate Core Bond | −0.06% | −3.16% | 0.03% | |
| Kzljqttp Hlzqlgmmfd Xcmzg Jpnp | JCHGW | Intermediate Core Bond | 0.87% | −2.75% | 0.84% | |
| Rbpmrhgf SMD ZD Hbsjllqb Yn Wfyh | HMSZGF | Intermediate Government | −1.76% | −3.44% | −0.40% | |
| Sjpkrszp Bvlnkt Pvjs Xgkyh | VCJF | Intermediate Core Bond | 0.36% | −3.24% | 0.07% | |
| Krsbfmyn Ffnphb Qvzhwvqvsv Vq Yvwpgm | TGFYRV | Intermediate Government | −1.11% | −3.36% | −0.26% | |
| Ptzsmmrq M.V. Vjrb Ydnfh | ZXMC | Intermediate Core Bond | −0.16% | −3.18% | 0.06% | |
| Wztslqq & Pmlqgv Jphl Cxpb QLD | NZQLCZ | Intermediate Core Bond | 1.30% | −2.67% | 0.79% | |
| Ftjkgqp & Zpcmlc Tvmzs | QLJB | Intermediate Core Bond | 3.92% | −1.23% | — | |
| Ckjrdjgk QC Pgglrbjd Flw | HVVVTR | Intermediate Government | −1.88% | −3.52% | −0.50% | |
| Nhsvsr Ywbx Fgfhy C | TVXH | Intermediate Core Bond | < 0.01% | −3.14% | 0.07% | |
| DNX NHY Fbnxtn | DWLX | Corporate Bond | 3.67% | −2.61% | 1.28% | |
| Dksrw Prcbzy Zdvzjxtvw Qxvk | QTGKNT | Intermediate Core Bond | −0.07% | −3.21% | 0.04% | |
| Htwfv Fcmgqm Pywdwhstg Gwnm Kdzqf WRN | TFQK | Intermediate Core Bond | 0.14% | −3.16% | 0.09% | |
| G. Rvvc Kzkxc Vcjmhctlr Vkj | THTG | Corporate Bond | 3.46% | −3.10% | 0.71% | |
| P. Nlgj Nptyy KT X.B. Djdn Ycjhf Rrqp | YMYBP | Intermediate Core Bond | 0.75% | −3.35% | 0.09% | |
| Cgblqtvl Mrlx Tnqv Qzdbynxh | WQJNPC | Intermediate Core Bond | 1.46% | −3.01% | 0.71% | |
| Ddvmqnph Tlwrhj Qrzfxl Cxlz Mcnkk | FMSPWY | Corporate Bond | 4.79% | −1.72% | 1.94% | |
| Lfswtrtp Dmrsbg-Npfj Lmhqktrm Cvcs | DTLR | Intermediate Government | −1.60% | −3.08% | 0.16% | |
| PbxnxjQjzs 8-1 Htzx Hcmxvmyz Lrhwlyw C/WJNY | DFRJ | Intermediate Government | −0.97% | — | — | |
| nRjrrsm GP Jpfbwslwnqph Jtbgqr Gwwd Fmvhfy | JZRMF | Intermediate Core Bond | 4.17% | — | — | |
| bBgljkm WQ Nypjlrbyqhnb Nnj Xn L | HTWGV | Intermediate Government | 0.71% | — | — | |
| gHbnsln GJ Wdkctmfvfvf Hyrc Dwfttjws | KWJVP | Intermediate Core Bond | 0.64% | — | — |
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.