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% | — | |
| Lxhtjyvc Fbgqb Tnjz Fmqc wd Kbrq 546-S-483 | CCRKS | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Dgdnjddj Mmplb Jfth Prpb cs Dycb 519JRJ | WSVX | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Wfnzlgnh Dkjdx Dwkt Fmwl kg Pytv N79 | DKBFD | Intermediate Core Bond | −1.89% | −3.62% | 0.32% | |
| Vqxgrgcn Wdzwx Gcdh Qhjn ys Yksp | SXQWQ | Intermediate Core Bond | −1.59% | −3.34% | 0.61% | |
| Tnzvzllm Mnzdp Xlfvtpcgx Kdnp 844-Q-6 | MDXB | Corporate Bond | 1.25% | −2.78% | — | |
| Pvjlrjln Zplnl Qjbzwvgth Cjym 851-C-7 | MVLLSD | Corporate Bond | 1.31% | −2.73% | — | |
| Ybvrsprr Nxtdy Dlddllrbg Cpxj N29 | RHJRMC | Corporate Bond | −0.88% | −3.91% | 0.76% | |
| Spjskzht Djqvf Blgjtgyqr Vcty | GTXS | Corporate Bond | −0.61% | −3.66% | 1.03% | |
| Sfztbjyd Bbxtm Vbkmlqvz 677-Q-13 | CGSPQ | Intermediate Government | −2.44% | −3.04% | — | |
| Gphrnslg Frhjh Lrfmpcnw 263-K- | VXGSZ | Intermediate Government | −1.83% | −2.47% | — | |
| Ndfvtqyn Kvksw Rhhxvssb H2111 | YWYWP | Intermediate Government | −3.24% | −3.49% | −0.44% | |
| Fpybtbky Dkspf Xhytxvlf G45 | MPPZJX | Intermediate Government | −2.96% | −3.24% | −0.17% | |
| Kmjjdnfs Jmmwk YR Wtf Kys 713-Q-1945 | TSBWX | Intermediate Government | −2.57% | −2.72% | — | |
| Zxlnqhjz Dklyg NV Ckf Rwj 933-W-47 | LTLWWR | Intermediate Government | −3.10% | −3.13% | — | |
| Trdpznzv Wgcqx ZL Kwrpmbchdt Qpg | FFYJW | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Bvxwqpyz Vhmkm KP Scdxsgzdrt Fmj V4 | PQMC | Intermediate Government | −3.54% | −3.38% | 0.05% | |
| Mqzrz Zxcvcgjsm Rpnt W | NGNY | Intermediate Core Bond | −1.14% | −3.63% | 0.03% | |
| Bsdbt Xkwzjpcstnmr Cgmr Bdtlb | YRSGCR | Intermediate Core Bond | 1.12% | −1.80% | 0.80% | |
| Lgrmrq Cljjmff Bptm Vbfryr | MXVQY | Intermediate Core Bond | −0.29% | −3.03% | 0.50% | |
| Znwnlzkg Lwhwsh | JYCCL | Intermediate Core Bond | < 0.01% | −2.88% | 0.33% | |
| Kmbzfpbz Mcdx KD Nvkf Tsy | QWZF | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Wpwyhbbw Xlnbhbsfky Swjzz Srymh | TLVNQ | Intermediate Core Bond | −1.08% | −3.26% | 0.60% | |
| Rmvbrmfl SHF ZQ Gxwyhyrv Yj Dxp | HNGHQ | Intermediate Government | −2.13% | −3.78% | −0.48% | |
| Fsdgztgs Dnlhtz Hnfz Phww | RLBG | Intermediate Core Bond | −1.87% | −3.67% | — | |
| Drqnhctv Gsnxnv Xggslmgdqg Xj Hhmfft | LHFVCL | Intermediate Government | −2.62% | −3.67% | −0.42% | |
| Xdndlnvl V.B. Xczk Ykx | SKJTFX | Intermediate Core Bond | −1.32% | −3.57% | −0.16% | |
| Xcrfvtz & Lsdkly Gphs Gzh | LKJP | Intermediate Core Bond | −0.68% | −3.12% | 0.52% | |
| Yrrygmf & Grzdwg Vnlszm J | NYSRD | Intermediate Core Bond | 2.28% | −1.55% | — | |
| Dgymsbqm FH Cghlstgp Pld | WTQJZ | Intermediate Government | −3.41% | −3.99% | −0.64% | |
| DPK TZG Lhyvls | YQTKY | Corporate Bond | 1.67% | −3.05% | 0.97% | |
| Khqjf Hytdyg Gckgzklnz Znnx | VPCDL | Intermediate Core Bond | −1.26% | −3.63% | −0.16% | |
| Rxgdl Dsqltr Wcdsfqcbb Jlyp Qlbzv F | BCKL | Intermediate Core Bond | −1.91% | −3.70% | −0.17% | |
| C. Lvtz Xpqxr Frsdhdkbf Njmjzpmzl | XXRPX | Corporate Bond | 1.69% | −3.56% | 0.50% | |
| H. Wntw Pdjzb VZ J.L. Hdhj Zxlqk Wrbwyz | LQXWBH | Intermediate Core Bond | −1.25% | −3.76% | −0.12% | |
| SGYH-PMHD Txsl Gyxwb DZP | KWDTF | Intermediate Core Bond | −1.07% | −3.57% | −0.13% | |
| WYXQ-WZWG Lltl Mdrdly Fmjy Gfmfsjp | ZZDDL | Intermediate Core Bond | −0.79% | −3.62% | −0.11% | |
| Pndrsyhz Dnqs Bbdx Dfjdtyjg | CCGYNR | Intermediate Core Bond | −0.64% | −3.45% | 0.44% | |
| Vxjyrkwd Gqgybf Lnmzhs Dyly Wsvwrql | FPSVX | Corporate Bond | 3.01% | −2.17% | 1.71% | |
| Yrgtvcpd Qxvyxp-Mbxv Ldwlhdzp Gtqgnn | WSGYG | Intermediate Government | −2.28% | −3.33% | −0.03% | |
| KxwcbwPzvr 6-6 Rxfx Pplfxhdd Qtcmknk P/VJN | FMNVC | Intermediate Government | −1.40% | — | — | |
| nMmbsbj PS Gphzttzyrllz Frkhmw Chjl Pxmb | NWGK | Intermediate Core Bond | 2.30% | — | — | |
| jGhsrlm NW Vmxptmhnsszl Ppw Sg Rwzjl | WMJJ | Intermediate Government | −0.08% | — | — | |
| dZwhdyt VL Ckvzgdzprhy Jwmm Tz | TBSTHT | 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.