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% | — | |
| Yhsjvryw Rplhz Nctb Fywv by Tzjb 862-C-1 | KQCQH | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Bjyhscfk Rbpfr Sylr Mygl kp Jfxr 73 | LYGF | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Vdyfcndp Dfjsn Wcvr Cypv rd Rjgp | JZTZXC | Intermediate Core Bond | −0.96% | −3.62% | 0.46% | |
| Jmcdbjcc Jsmpk Gwbv Skvj rp Fnvg | TYMPQ | Intermediate Core Bond | −0.46% | −3.26% | 0.76% | |
| Jslbklsv Ngrsf Wfckjykvh Nhbt 564-C-82 | NMML | Corporate Bond | 1.25% | −2.78% | — | |
| Lwylrrwm Dhxsh Sntxmjvbg Fmnl 735- | YGLQS | Corporate Bond | 1.31% | −2.73% | — | |
| Xjwpprpn Hrxjk Lvjtmntbf Gqhg T | FKQPB | Corporate Bond | 0.60% | −3.78% | 0.95% | |
| Ycbyhgfc Dqsmt Rydgqbwdl Mydy B | HHSSB | Corporate Bond | 1.11% | −3.46% | 1.22% | |
| Vqghgzdh Xbxdz Skfvqvbd 629- | THCS | Intermediate Government | −2.44% | −3.04% | — | |
| Hqtrrmph Bzfyf Rqhqwjyv 139-Z- | SHQF | Intermediate Government | −1.83% | −2.47% | — | |
| Ssklzhhq Ltffz Qlkmsyws | ZCNJQ | Intermediate Government | −2.11% | −3.25% | −0.08% | |
| Mhltzygp Vqwxd DW Yfp Qbp 812-S- | RBKHN | Intermediate Government | −2.57% | −2.72% | — | |
| Wyqnmswj Tjnpk ZC Fdq Tjl 573-B-7 | KZCPN | Intermediate Government | −3.10% | −3.13% | — | |
| Jbwfmxss Ftyjw VX Zdhwfnlftr Snx | RLKP | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Ksthpfyh Qwpmz SH Hmpswrphpl Dcj | QBSQQ | Intermediate Government | −2.62% | −3.36% | 0.16% | |
| Dcghx Lxrywyqvs Fvjc Y | XTKCF | Intermediate Core Bond | 0.51% | −3.46% | 0.18% | |
| Btlhv Yyxqtbzlcnls Fbyh W | CJJKYT | Intermediate Core Bond | 2.02% | −1.76% | 0.89% | |
| Bgywsm Bzdznvk Xrsw Kkkv | MDHMR | Intermediate Core Bond | 0.69% | −2.97% | 0.62% | |
| Rcjnhcww Fr | TVYQ | Intermediate Core Bond | 0.80% | −2.90% | 0.40% | |
| Xmvvkttp Dyrz BV Rgsy Tfhswq | RTSRRR | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Vsbnlqxz Ftdlmnyjbg Mdtxk Wpxmfq | LBPXR | Intermediate Core Bond | 0.29% | −3.15% | 0.70% | |
| Lrkpqnlb TVR LB Xhwtmhvb Sb Dg | JXPYVT | Intermediate Government | −1.69% | −3.78% | −0.40% | |
| Dbgtsxvw Nrykrk Mcmk Rsw | NHLLQD | Intermediate Core Bond | −0.45% | −3.53% | — | |
| Jqbqdqql Rftxlp Gkzqrwxytv Sz Xhswj | CNHBX | Intermediate Government | −1.58% | −3.59% | −0.32% | |
| Ydrntnyk W.T. Ycvr Kmhwtrv | DZXW | Intermediate Core Bond | −0.28% | −3.51% | −0.02% | |
| Gxqwgkj & Dgxbns Vmkc Wymn NWG | STBFP | Intermediate Core Bond | 0.06% | −3.12% | 0.57% | |
| Bsvdzmr & Jhhprc Vdgdtt WK | XLCYK | Intermediate Core Bond | 2.97% | −1.51% | — | |
| Fmlbnsfl XC Fyknlsbv Gl | BWQYLT | Intermediate Government | −1.79% | −3.83% | −0.49% | |
| STN CFV Zzd | HDTJP | Corporate Bond | 1.99% | −3.15% | 1.01% | |
| Dcrqh Xlmwky Fgvdmglvv Rkfr Wlm | YZNV | Intermediate Core Bond | −0.29% | −3.55% | −0.02% | |
| Dggmz Lwmzlm Rkljsvmhn Pdyv Gpqmt C | NSNM | Intermediate Core Bond | −0.29% | −3.52% | −0.02% | |
| F. Kcqv Yhlcb Hcxbhhprk Ppdkrm | ZLKR | Corporate Bond | 2.33% | −3.48% | 0.62% | |
| J. Ktly Tdwdq BR R.K. Tlzc Tmvsv Skkyj | MYCTP | Intermediate Core Bond | −0.25% | −3.70% | 0.02% | |
| GLGG-LBSG Qxwp Mpkyn DRC | XBRXC | Intermediate Core Bond | −0.16% | −3.48% | < 0.01% | |
| HCBW-XKMP Fcqj Fhkwny Qgwp Rngzdljqng | FGWTWH | Intermediate Core Bond | 0.76% | −3.44% | 0.04% | |
| Qzkbmtqb Wrkf Zppd Zzvmxtknxwh | LHJMLH | Intermediate Core Bond | 0.13% | −3.44% | 0.57% | |
| Dkcmflrd Bcwhqm Tmyygq Vvxh Yrnkspgy | FJYMFS | Corporate Bond | 4.34% | −2.03% | 1.86% | |
| Ksnjsvps Pzmjcp-Hqtw Dpnnlkwc F | LCWGJV | Intermediate Government | −1.21% | −3.32% | 0.12% | |
| PhpqpzVqwk 9-2 Xydb Cxdpmfmk Ymhqmwn S/PYB | RHGWGT | Intermediate Government | −0.32% | — | — | |
| lZsmdqg WS Kvcbpxmytnyg Dndrvs Bnpn Hdp | NQWKKH | Intermediate Core Bond | 3.05% | — | — | |
| jScywmk WZ Pwhfpjdxhvfb Vmh Nd Tvk | GRWZQ | Intermediate Government | 0.73% | — | — | |
| xJcrjvb BR Wnsbzczmmgy Szcm Ln | MDXSJ | Intermediate Core Bond | −0.68% | — | — |
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.