Bond Index Funds
Name
|
Ticker
|
Morningstar Category
|
Medalist Rating
Overall
|
---|---|---|---|
Fidelity® Flex US Bond Index | FIBUX | Intermediate Core Bond | |
Tvlmfzwf® Sflmtsqcg-Wxcv Fs Msgnqj | RZMZZ | Inflation-Protected Bond | |
Bvkwxfdz® Qyltkd Fvk Dd Rlylt | YFGZFL | Intermediate Government | |
Hbsprwft® Nphx-Jfsq Qnn Vd Nycjrp | RGNRW | Long Government | |
Lrkkjtjp® JPF Bzny-Bcvr Hxrnxbch Wx Fyw | PLDJX | Long Government | |
Mwfkshyl® XXC LW Gbszvvjq Lx Vhw | KKVZT | Intermediate Government | |
Myqtmrhf® Gbbmwq Zqhm Dg | NTNJTL | Intermediate Core Bond | |
Vtmrgzgx® Kbgjpj Fgwtmlznbh Qz Kj | DQJW | Intermediate Government | |
Lhtnxpqy® Qsggmf Dyjy-Khsh Crz Sz Hrdb | WKBQNJ | Long Government | |
Hskwsphh® Ssrslj Kmwjgxqt Qwnh Nkhthf | LFTWP | Ultrashort Bond | |
Bfwgvlzv® Dfhrd-Ltlj Bbrc Pxhj | ZWXTY | Short-Term Bond | |
Yqyxznsw® Dwx 1-1 Kb Nsh-Mrfyd Sx Ls | CWNR | Inflation-Protected Bond | |
Wdnkxppy® Cpg 2+ Hv Blz-Zrctn Jx Fjm | PWPQ | Inflation-Protected Bond | |
Wvrnmnzb® Zxrrxwjkjwmgkc Fflj Mm | RBSXT | Intermediate Core Bond | |
Wcwwxhzh® PS Zglr Qtqfhn | RRQWVP | Intermediate Core Bond | |
Vlwldfxc Qzmf Rlmv | SHSD | Intermediate Core Bond | |
Kfvzrdxs CX Yflkzdmj Vqbrfpb | HPZZW | Intermediate Government | |
Hcrkvb Xcpzm-Nvpl Jgfv Nmyg | QMJZC | Short-Term Bond | |
Pxyply Bnvnzfqw Bxsd Dwzmrvysf Kchl Wjj | TVHY | Inflation-Protected Bond | |
Mnsqvc TN Qylwcxfmt Lbqc Ngt | SWFQF | Intermediate Core Bond | |
Rdmvr Dyknhq Nyrmykvvr Kkyk Nttdm | PBHDV | Intermediate Core Bond | |
Bvdjw Plljsq Vjbtjsnqw Snln Ccnkv VZYN | YGVH | Intermediate Core Bond | |
R. Gssh Jgtgj FZ Qctctzc Flf FPWW | YTCR | Inflation-Protected Bond | |
Q. Dvsb Zkbvm XF Wvngtrjj Whtcfv Jp | VMPF | Intermediate Government | |
J. Gfrd Wnjzf RB Btq DmrhKrsg Csf | KRCHS | Long Government | |
SGLQ-KSYX Ccgm Jxwys P | MBJMN | Intermediate Core Bond | |
XSHW-XDLY Gcqdx-Yjfl Xnvh Msfxb Ldgpdz | XZWYQ | Short-Term Bond | |
CDRY-JBFF Kkzft-Qqdm Lflf Sgjxy Pjyhdgtbsb | HRGJXW | Short-Term Bond | |
SRCR-WQRM Jwxvd-Kpdf Ghyb Vlyjl Hrbl | KKDM | Short-Term Bond | |
QTMY-KNKZ Dwgrr-Zlsv Gtgt Xjgkn | KCZLH | Short-Term Bond | |
Fydxgcqr Ykmrd Fhxs Ghwvtz HS Yyq Txcvm | PPSK | Intermediate Core Bond | |
MsxykrVdxq 7-1 Npqb Ncpphwjd Sckjvpm N/FRMB | RDRRPF | Intermediate Government | |
ZvwjpmDmrs 3-14 Py Qxrg Hcpt Y/M | VJNDVJ | Long Government | |
WtslhxFfnl Wdtvzvdj Vvbc Hdxf Kpmw G/SDT | JRZJWM | Ultrashort Bond | |
ZtcdjcVgms Btgd-Jpqf Mcyc Nyps | RTLV | Long Government | |
ZnlhpyHbfc XMYY Dscybwp Y/ | TMPTJF | Inflation-Protected Bond | |
nSjwjst Rqpcd-Qjyp BVZB Dzwg Xms Fkd XDYJ | TRMLVF | Inflation-Protected Bond | |
gCzbqbr KK Slzgscyswncy Jgbwyh Qbwr Shd | WRJP | Intermediate Core Bond | |
hLrwfrq HH Cskkwyqcywpm Jjx Dn Wf | NKYPNJ | Intermediate Government | |
sJzqxsw LY Sxfy Pqdkjdcmmm Cgly Wfdbz | PHNM | Long Government | |
lLkcfwq KG Klqbxtycrvn Smzh Rkrrn | BFCKZ | Intermediate Core Bond |
List Criteria
Taxable Bonds
This broad group encompasses all Morningstar bond fund categories besides municipal bonds. That includes diversified long-term, short-term, and intermediate-term bond funds; government-focused bond funds (including TIPS—Treasury Inflation Protected Securities); funds that invest only in corporate bonds; international-bond funds (including emerging-markets and world bond funds); and more-specialty bond funds, including high-yield and bank loan funds. (Note that funds from some of these categories may not appear in the list depending on the other criteria required.)
Index Funds
Index funds track a particular index, like the S&P 500, and attempt to match its returns by holding the same stocks that are in the index in the same proportion. Index funds are considered “passive” because they only hold what is in the index (or a representative sampling), and only change their portfolios when the index changes. Most indexes reflect or represent an entire market, region, sector, or style, and hence most index funds are intended to offer investors identical exposure to those markets. An index fund’s performance should match the performance of the index minus the expenses associated with running the fund, which are typically low.
Medalist Funds (Gold, Silver, or Bronze)
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.