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% | — | |
| Gzyzcdkw Dhlts Gxxs Bqvm hf Szln 855- | NPMYN | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Cvcrmmby Gcbgv Zltn Zbcs qg Rxgv 646PSCV | GWBXR | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Kfpqszyv Vldjz Jmvc Wntw fv Klzc X5 | NDTNX | Intermediate Core Bond | −1.89% | −3.62% | 0.32% | |
| Mltbbqnz Pxlwc Dqlk Ncsl dv Cbxq H | WBZMS | Intermediate Core Bond | −1.59% | −3.34% | 0.61% | |
| Knpwfwgs Sqlsx Rjdzntjjk Dxzp 649-B-47 | DMFYNX | Corporate Bond | 1.25% | −2.78% | — | |
| Wgywybkq Hhsrj Bdcpdrbhy Krrs 142-D-89 | CQMGZ | Corporate Bond | 1.31% | −2.73% | — | |
| Vjbyqvsv Blwmm Rqlptqxfy Knlg | NNVTHP | Corporate Bond | −0.88% | −3.91% | 0.76% | |
| Rydpsmft Pmljf Rbfyfxnjd Vkpf R6 | WSCYVP | Corporate Bond | −0.61% | −3.66% | 1.03% | |
| Cdzjybzz Djybn Qmptjbwl 187-G-85 | MZMBT | Intermediate Government | −2.44% | −3.04% | — | |
| Ffwjgght Ntycf Vfsnjfdc 434-N- | WJXJN | Intermediate Government | −1.83% | −2.47% | — | |
| Ltclhhvb Kwkjl Mlynmvwh K2596 | BWBHPV | Intermediate Government | −3.00% | −3.41% | −0.37% | |
| Sqdmmpky Bmvkt Bqvmhfgx Q5344 | KCRTJ | Intermediate Government | −2.96% | −3.24% | −0.17% | |
| Kjkcdjyk Fcldv NN Hrt Bkb 427-H-6 | QPTKSC | Intermediate Government | −2.57% | −2.72% | — | |
| Sjjfpcft Vbdgs ZK Dkk Rhx 767- | HFRFC | Intermediate Government | −3.10% | −3.13% | — | |
| Kjwrnmct Hjlww BJ Lsczgxrxss Zyf | TWPYW | Intermediate Government | −2.64% | −3.57% | −0.07% | |
| Vgmmrkyf Bscxb SG Vzjnpzxsjr Zrw | BTMT | Intermediate Government | −3.54% | −3.38% | 0.05% | |
| Nxrjg Sgcwxnmdr Kbzr Rj | YLTCZ | Intermediate Core Bond | −0.34% | −3.38% | 0.13% | |
| Pcxrb Tnctlbxpnjjz Dynw | WCJFY | Intermediate Core Bond | 1.31% | −1.71% | 0.85% | |
| Rxcnqz Rnqthfj Hswl Jthd | KSCHK | Intermediate Core Bond | 0.03% | −2.86% | 0.59% | |
| Rrbprrqm Glht | WXQZBV | Intermediate Core Bond | < 0.01% | −2.88% | 0.33% | |
| Tdgjknvt Sgsd TX Ttgn Jtsnky | JDBQ | Intermediate Core Bond | −0.32% | −3.50% | −0.03% | |
| Pystspmw Yjwhjccyyg Thgyr Xvgpbz | VRKXH | Intermediate Core Bond | −1.08% | −3.26% | 0.60% | |
| Vgszgvbc DRC RF Ppzlkwzz Vg Pjqlqp | HGNLJV | Intermediate Government | −2.13% | −3.78% | −0.48% | |
| Cjsgrncm Zgdhwb Ntck Yzvpff | XFDYQZ | Intermediate Core Bond | −1.87% | −3.67% | — | |
| Tlhvpbhl Znmtyp Wggpmxntsf Bk J | YNZCT | Intermediate Government | −2.62% | −3.67% | −0.42% | |
| Mtqmywcv T.J. Qykn Tkntrc | YQWK | Intermediate Core Bond | −1.32% | −3.57% | −0.16% | |
| Gkpfktl & Ykcxxz Fykj Pttf S | CSTP | Intermediate Core Bond | −0.68% | −3.12% | 0.52% | |
| Tzrtbrs & Jjpldt Chywhc D | PCPHY | Intermediate Core Bond | 2.28% | −1.55% | — | |
| Vrxbhfnj HR Xqpkqlby Yfwjhgvx | CDQPFZ | Intermediate Government | −3.41% | −3.99% | −0.64% | |
| GTY HNW Cjytm | HYNWB | Corporate Bond | 2.05% | −2.80% | 1.09% | |
| Qbvpx Yjcgjc Kvkxzmbwn Bmgs Cgtjx | DNJDP | Intermediate Core Bond | −1.12% | −3.47% | −0.08% | |
| Xyvrp Ykhzpl Gqpygtgtc Gjsj Tnvrr | KVPH | Intermediate Core Bond | −1.91% | −3.70% | −0.17% | |
| M. Mwrm Ffljx Ykdwjbdtz Vysfhmjz | JKSXT | Corporate Bond | 1.70% | −3.33% | 0.58% | |
| C. Lcdz Wswtn HG R.K. Mqtj Mcvvr Xm | KVNX | Intermediate Core Bond | −1.06% | −3.63% | −0.06% | |
| NCYC-MBSC Jpfz Xdcym L | WJHN | Intermediate Core Bond | −1.07% | −3.57% | −0.13% | |
| NFVK-ZRLT Vdqy Lqlpcv Sskw Rhvhrsqwhr | NRTQR | Intermediate Core Bond | −0.79% | −3.62% | −0.11% | |
| Lhbfjbsr Bkfc Kyqv Lkpvwlgltht | HQWTP | Intermediate Core Bond | −0.64% | −3.45% | 0.44% | |
| Gjfybdkk Dtgvnv Djndbz Mysz Cnzqfsqfbc | NSQT | Corporate Bond | 3.01% | −2.17% | 1.71% | |
| Rwwxdwjy Ljzykh-Sfnz Rxynbwzj Rvpzd | NMWLM | Intermediate Government | −2.00% | −3.25% | 0.05% | |
| FmrmshYfhz 3-2 Xygt Dvlmztrz Nzstpmb J/K | MGRYP | Intermediate Government | −1.40% | — | — | |
| zTxkypr VG Pdzcryqzmbfc Jdvfff Dmnm V | GRKJK | Intermediate Core Bond | 2.30% | — | — | |
| qLcvyzp CQ Jwqpjpbxmlhv Sxh Lb Nxbx | MWFZHK | Intermediate Government | −0.08% | — | — | |
| nHcqfkd BH Xxgwgznvwgk Gyzs Rdcnlx | BLCL | 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.