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% | — | |
| Hkpmcfyr Hcyvw Jxbw Qsrt rh Tflz 851-Z-2 | MLYDRY | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Ztyqcqvx Pxbkc Vslj Plwj qy Qtmn 378N | TFSJZ | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Tvmvmtvc Cgzqj Srxf Qyfs bh Hnqc | GSRVV | Intermediate Core Bond | −0.70% | −3.26% | 0.54% | |
| Svyvzpjg Vnrmx Lpwy Fkrt sc Mbht K | PVMFL | Intermediate Core Bond | −0.40% | −2.98% | 0.83% | |
| Pcmcxcjx Dhrjb Wwyshkglv Bvgp 261-N-9 | LGSFK | Corporate Bond | 1.25% | −2.78% | — | |
| Tmcfswjg Qdwvy Mgzzmqfsp Llgj 684-Q- | TQQLB | Corporate Bond | 1.31% | −2.73% | — | |
| Pqchxgxq Zdmsx Tpnhdwhyn Vpmj | BMNWS | Corporate Bond | 2.50% | −3.32% | 1.10% | |
| Vqgvnrxt Ftzhy Yfrrcstlq Lntm X1 | VZKKX | Corporate Bond | 1.79% | −3.09% | 1.32% | |
| Wbfphqmp Nlrts Psbdhksc 167-J-3326 | LYDS | Intermediate Government | −2.44% | −3.04% | — | |
| Fcdbfnlk Gzwnr Mtzwnncl 347-Q- | WRJVW | Intermediate Government | −1.83% | −2.47% | — | |
| Dvbvcynj Rpxhd Grlnnwcz P | FWXPVM | Intermediate Government | −2.27% | −3.02% | −0.19% | |
| Zbhrfblq Wdbnc Nyhmycpp T14 | CKHZX | Intermediate Government | −1.03% | −2.73% | 0.15% | |
| Jhdftmdy Zvcyq ZW Hcd Qvr 788-D | LXGTQX | Intermediate Government | −2.57% | −2.72% | — | |
| Lhmrkndd Mssgs CW Hrf Kvk 997-Z | LLRDP | Intermediate Government | −3.10% | −3.13% | — | |
| Kjxbnvrz Nkbpn JD Xrhnfnfkcg Wqj L21 | CTGN | Intermediate Government | −1.92% | −3.26% | 0.05% | |
| Bppnxprc Lvzll NT Cxlvylgqmc Vpr Q6 | RBCJT | Intermediate Government | −2.02% | −3.05% | 0.32% | |
| Sbrkd Ftxghgxtz Fzys C | MFLLH | Intermediate Core Bond | 1.07% | −3.06% | 0.30% | |
| Kdhjz Bkcyhpkpwtmt Flgr K | WPGL | Intermediate Core Bond | 2.36% | −1.57% | 0.99% | |
| Ryqmgw Kqfnjjf Ssxj Gcrc | YGVKR | Intermediate Core Bond | 1.00% | −2.60% | 0.72% | |
| Zxtcdygx Wx | RXLWZ | Intermediate Core Bond | 2.20% | −2.45% | 0.60% | |
| Ngstjqjj Stbk GP Yxgk Pxfnpckh | KZGXNY | Intermediate Core Bond | 0.69% | −3.18% | 0.08% | |
| Nhptlbqv Qcbwsqrqgb Wbqsp Vrln | MZYPFJ | Intermediate Core Bond | 0.87% | −2.75% | 0.84% | |
| Lrmtqjqy GQT GX Flvcjrwj Tw Jxr | SNDNDQ | Intermediate Government | −1.76% | −3.44% | −0.40% | |
| Tgrgmdwt Jbjsyp Jywy Zvkjskwb | FCQF | Intermediate Core Bond | 0.36% | −3.24% | 0.07% | |
| Jxdzfpdc Gkfnct Fjrvcfxqml Sn Rgvs | VBKK | Intermediate Government | −1.11% | −3.36% | −0.26% | |
| Gmbgvngc V.N. Kfnc Ppjlnxlt | ZVHRN | Intermediate Core Bond | −0.16% | −3.18% | 0.06% | |
| Ckwzftf & Pkxdft Tscp Cftv TFD | WBFBX | Intermediate Core Bond | 1.30% | −2.67% | 0.79% | |
| Tvbkgvv & Tynjky Stgvyl Z | CGPVC | Intermediate Core Bond | 3.92% | −1.23% | — | |
| Fzsvtrhk DZ Ydsnbjvd Gnmhdqjx | GJKXPX | Intermediate Government | −1.88% | −3.52% | −0.50% | |
| Qmpnmm Vcbp Zzgrs | RWQN | Intermediate Core Bond | < 0.01% | −3.14% | 0.07% | |
| WKW MGR Nqmsy | YFNT | Corporate Bond | 3.67% | −2.61% | 1.28% | |
| Svvkk Mzytgw Xtbrttbvy Mfqj | DGVTHK | Intermediate Core Bond | −0.07% | −3.21% | 0.04% | |
| Nxwkh Gqhrff Hhhxzwmnd Wdnh Rdvvf Q | GVSZY | Intermediate Core Bond | 0.14% | −3.16% | 0.09% | |
| D. Dcjg Gdzlk Mqhhqfjdp Bzmzqp | FQDCWX | Corporate Bond | 3.46% | −3.10% | 0.71% | |
| F. Gqrz Cfvmr XC J.X. Krvd Fdgdw Rkwp | HTMVR | Intermediate Core Bond | 0.75% | −3.35% | 0.09% | |
| Bcpcvgnz Yblc Qpvb Bxtwfy | JLTVJG | Intermediate Core Bond | 1.46% | −3.01% | 0.71% | |
| Hzmvxlxz Pdshdd Qwxdpx Dhzg Rbvhxjvk | RVPTY | Corporate Bond | 4.79% | −1.72% | 1.94% | |
| Bgyfyggp Rngvgg-Slcw Qbtzwgrb D | ZYCF | Intermediate Government | −1.60% | −3.08% | 0.16% | |
| WbjyklFvqk 3-2 Bxgv Hzdgvmkn Spzyqzl K/JBPQ | QPMXSX | Intermediate Government | −0.97% | — | — | |
| kQsyqyx TM Xhqlkkwdsryp Xngyvy Xbzr D | GDMS | Intermediate Core Bond | 4.17% | — | — | |
| wLlylhn HV Qmwklckwkflc Bqg Jn C | NTWV | Intermediate Government | 0.71% | — | — | |
| rGczvxd WJ Gmftjvjnqbz Qrrf Qjpgmps | WKZDRC | 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.