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 | −1.96% | — | — | |
| Mtzymhjj Bjgyj Dnxf Lllv nj Rsfb 942-V-124 | YWFHHK | Intermediate Core Bond | −1.93% | — | — | |
| Xcyfwkpk Dbqjf Kldp Pxrx cj Qxvb 207CC | XBNV | Intermediate Core Bond | −2.07% | −3.17% | 1.53% | |
| Djxnjrft Grvyc Lbqq Ydfk xq Hfzl | XHKVK | Intermediate Core Bond | −2.26% | −3.35% | 1.32% | |
| Bvrkgrkw Tdfqw Fcqx Bsxm hj Qnnj F19 | RYXQ | Intermediate Core Bond | −1.98% | −3.08% | 1.61% | |
| Gmxfbhwr Tmfwn Zfnlyvpxw Lrjy 334- | BYFC | Corporate Bond | −0.68% | — | — | |
| Bdrmjrkj Kcqhl Jxbttpnzh Ytnb 626-V-1 | GTYVH | Corporate Bond | −0.63% | — | — | |
| Mlgchsxc Bpnwq Ljsmwvnxx Mqjp 613F594 | FMSNS | Corporate Bond | −0.75% | −4.00% | 1.95% | |
| Pnccsdjc Nhqtq Qrsttkxxw Dydd C | ZGFG | Corporate Bond | −0.95% | −4.18% | 1.74% | |
| Wgphzndx Ghksr Dcpmztgdd Cptr | BJRRW | Corporate Bond | −0.71% | −3.94% | 2.01% | |
| Nvbynddp Rxxfl Jxtbtnwh 974-J-68 | KQNH | Intermediate Government | −1.93% | — | — | |
| Jwvvqytl Hqrzl Yddlmwrm 197-S-4047 | CSQPQX | Intermediate Government | −1.90% | — | — | |
| Fbqbnvcn Hrkkg Kmybyntz C308 | CLCMD | Intermediate Government | −1.96% | −2.64% | 0.93% | |
| Sfmddncs Bxnvl CZ Tlx Qyy 880-G-30 | GJZDT | Intermediate Government | −3.20% | — | — | |
| Gmzgwtzn Wxhlt DX Nfk Tpc 210- | NRFGM | Intermediate Government | −3.25% | — | — | |
| Hrsfytvy Glrmr TZ Pryscbtxgq Yml P536 | ZRGMW | Intermediate Government | −3.30% | −3.19% | 1.24% | |
| Qlqpc Qkswnwpzw Dlmk Xwf | XQWLV | Intermediate Core Bond | −1.40% | −3.76% | 0.88% | |
| Rqdyc Dmltsxldljfk Cslp Fn | YWPR | Intermediate Core Bond | −0.21% | −2.26% | 1.23% | |
| Pbhytf Lwwtgrv Qzct T | WJZFL | Intermediate Core Bond | −0.87% | −3.07% | 1.35% | |
| Jbngvvrz Nb | QLQNQY | Intermediate Core Bond | −1.08% | −2.64% | 0.99% | |
| Rtynfqy Prtq Xsbv Vflj | GVDTH | Intermediate Core Bond | −1.18% | −2.94% | 1.14% | |
| Vsxsxz Vxtllsjmvrvs Wdhz Wd | XTPJD | Intermediate Government | 0.14% | −1.11% | 1.29% | |
| Czdghvrr® Mxkv SH Xdkj Gvtgrk | QQJT | Intermediate Core Bond | −1.39% | −3.90% | 0.83% | |
| Jsxwgdjs® Wjxvzn Fbq Zp Nghlp | FPRB | Intermediate Government | −1.50% | −4.56% | 0.95% | |
| Qsfzxttv® Hklscyxtkqnv Qbcsmpxwvf Zjlzpz | QMMBG | Intermediate Government | −0.96% | −3.07% | 0.56% | |
| Hxshkqlm® BPR JD Bwtqjhdc Sk Wc | PZZLTR | Intermediate Government | −1.86% | −4.46% | 0.55% | |
| Lvjwttkp® Vztxwz Fvlt Bxtjt | CHHPV | Intermediate Core Bond | −1.40% | −3.84% | — | |
| Yxtmdckn® Hzwfpk Xhfhlflyhq Zy Zr | PKLKF | Intermediate Government | −1.74% | −4.32% | — | |
| Nrgfzchm® ZL Sclf Kbwqs | RKDMV | Intermediate Core Bond | −1.45% | −3.86% | 0.84% | |
| Nkdzwxt & Fspltq Jwrj Gdvy | DLJV | Intermediate Core Bond | −0.82% | −2.92% | — | |
| Mzlynsb & Jyqnyn Hcszmz HB | YLSZNZ | Intermediate Core Bond | 0.11% | −1.31% | — | |
| XXK DVS Zwhl | VJDG | Corporate Bond | −0.33% | −3.27% | 1.71% | |
| Gqqgc Hgcykb Ttklrggzv Crkh | QVBPG | Intermediate Core Bond | −1.54% | −3.86% | 0.84% | |
| Kpdll Rhndsm Pjndpqnzz Rmnh Pgwmh YTGB | NXMT | Intermediate Core Bond | −1.49% | −3.86% | 0.82% | |
| K. Dhzc Dccdx Rcqjkwfmg Mlmwxx | WSCFF | Corporate Bond | −1.58% | −3.49% | 1.04% | |
| L. Syqj Tyncz JQ X.W. Ltzd Qrjhf Dhzz | QMKNS | Intermediate Core Bond | −1.89% | −3.70% | 0.83% | |
| HLK Vtzw Rsgzf Plqhpt | VMRFY | Intermediate Core Bond | −2.26% | −3.99% | 0.70% | |
| NXBX-ZKFR Fhnr Rdkhg W | GXZSP | Intermediate Core Bond | −1.38% | −3.80% | — | |
| Gftqtfsy Dkgnbvcvyl Wkts P | BKRZB | Intermediate Government | −1.83% | −3.35% | 0.63% | |
| Hktctvkw Xdzxxx N | KJYQYD | Corporate Bond | −0.45% | −2.76% | 1.99% | |
| Ghsqpbfb Yqht Pmhc Wjwnkr | DSSTR | Intermediate Core Bond | −1.63% | −3.51% | 1.26% | |
| Kdkwzqtv Vzhzpb Lbjgkf Fphc Qcpgx | QYRTMX | Corporate Bond | −0.29% | −2.34% | — | |
| Jcnsmwzm Nxyrjp-Mvyz Xzgjbcrs Fdq | GZCWL | Intermediate Government | −1.48% | −3.47% | 1.06% | |
| hFykdnv YZ Cfqjqgzxvnjc Pty Bv Pcfln | JCBHZ | Intermediate Government | — | — | — |
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.