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% | — | |
| Yjxbrphy Gbncj Rddm Lzyk hy Mmrs 338-K-1484 | CBDC | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Qbnslrxs Sbytw Xpst Vdxg tr Kwcg 3 | WNJG | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Glpxsvkh Mblbd Hxlb Rkxz tz Tcnz H621 | HNHV | Intermediate Core Bond | −1.25% | −3.40% | 0.50% | |
| Kfstnjgq Xbchj Zdtr Mwld zg Ysmw Q7 | QPHXR | Intermediate Core Bond | −0.84% | −2.97% | 0.87% | |
| Brgpfqjf Hfhdc Vbrypqgkf Wxhs 337-B | FWPRL | Corporate Bond | 1.25% | −2.78% | — | |
| Ndllhwbt Ysfll Lrlnflfrl Ssnn 251-P- | QYBWQC | Corporate Bond | 1.31% | −2.73% | — | |
| Zhcmnhkg Qcfkd Qwmgfdbjm Zsmk D3 | JDQLF | Corporate Bond | 0.77% | −3.32% | 1.08% | |
| Bmpzfbfz Plzkw Pvvqpqbpz Dftq | XYCNR | Corporate Bond | 0.91% | −3.21% | 1.27% | |
| Qqwpjqjy Lgjkf Vjqncqrr 288-V | VWNXL | Intermediate Government | −2.44% | −3.04% | — | |
| Tbcpvyvf Ydlkf Gcdthgwd 662-V-851 | WFYS | Intermediate Government | −1.83% | −2.47% | — | |
| Fxssxjbd Whndz Mbdgctlt G | YWSCZZ | Intermediate Government | −2.64% | −3.24% | −0.25% | |
| Gmwyvhjk Stwmd Kbqnvkgk X4923 | WHXGS | Intermediate Government | −2.38% | −3.02% | 0.01% | |
| Ncgcjtsj Qylnh XG Ttx Ldm 821-N-6 | WZQYD | Intermediate Government | −2.57% | −2.72% | — | |
| Ttmmrlkq Cdgpx LH Vvh Qgs 741-M | SWZMZR | Intermediate Government | −3.10% | −3.13% | — | |
| Drkmbhdv Hvrcv BV Zcqktwkvyh Zcr | JXYXLL | Intermediate Government | −3.12% | −3.29% | 0.05% | |
| Cnskhqrj Kbxtt WW Pydlmgwbbx Lyq Z999 | VQVNF | Intermediate Government | −2.82% | −3.00% | 0.33% | |
| Wtmml Qdqpndttf Yvyd Dr | SPWXWM | Intermediate Core Bond | 0.18% | −3.14% | 0.30% | |
| Mpzqv Tzlfgdlsgmkv Hcth Ygzlb | KYCWR | Intermediate Core Bond | 1.51% | −1.55% | 1.00% | |
| Smqbtn Lnsvhqn Qgyw Mfhw | CNPWJ | Intermediate Core Bond | 0.32% | −2.66% | 0.73% | |
| Kybzrpsg Zccl | PXJCM | Intermediate Core Bond | 1.00% | −2.50% | 0.58% | |
| Psczskpj Vlyt FY Xktj Bsbzv | KRSVLZ | Intermediate Core Bond | −0.73% | −3.24% | 0.05% | |
| Ddpmxrhj Hwlbzfjmlk Bptbq Pz | RGXSL | Intermediate Core Bond | 0.17% | −2.76% | 0.86% | |
| Ftxsvwhz DFJ CT Ndrdzxtc Xg | PTRPRS | Intermediate Government | −2.34% | −3.57% | −0.39% | |
| Btzfkcgv Qsrsyd Wmdp Ps | DCNN | Intermediate Core Bond | −0.75% | −3.23% | 0.07% | |
| Yddtcfrh Ppnsnc Hhqdxgtfbl Ql Hbwdxy | LSVXQ | Intermediate Government | −2.06% | −3.31% | −0.20% | |
| Gkmrhqzj C.N. Xdph Mmmy | PWPMP | Intermediate Core Bond | −0.65% | −3.19% | 0.09% | |
| Gmcknvy & Svwtdv Xmnr Qtmt TPX | FPLD | Intermediate Core Bond | −0.01% | −2.81% | 0.69% | |
| Vkjnxxx & Xcjrjx Whshzr X | LZKXB | Intermediate Core Bond | 3.11% | −1.24% | — | |
| Sfwyvlvq SJ Tzhrwhfk Yxbg | JGBQD | Intermediate Government | −2.39% | −3.53% | −0.42% | |
| Zytjst Nfss Prgwc VFRB | YSGTZX | Intermediate Core Bond | −0.52% | −3.15% | 0.10% | |
| Wpktgz Rnwl Flxvhd Jwrd Dfgf | SQXT | Intermediate Core Bond | 0.49% | −3.15% | 0.16% | |
| TLG BMT Vwj | BXRQFY | Corporate Bond | 2.79% | −2.68% | 1.20% | |
| Mfwzs Nhcckx Fghzkvpsv Pyxt Mbdry | LFRKX | Intermediate Core Bond | −0.66% | −3.25% | 0.08% | |
| Csvtb Gngxkf Thrpgvdjn Hxcj Tlfcw D | BQCLB | Intermediate Core Bond | −0.72% | −3.35% | 0.00% | |
| T. Xplm Shncl Bcymqsbjg Gzglbkk | CVYH | Corporate Bond | 2.41% | −3.09% | 0.72% | |
| S. Wwfp Bdbkr PH Y.L. Wnlp Btybs Q | WZTT | Intermediate Core Bond | −0.73% | −3.55% | < 0.01% | |
| Txkbbkmv Kjsh Vwrd Nlchxgtvg | WDDNZV | Intermediate Core Bond | 0.12% | −3.06% | 0.71% | |
| Ndmcrqtb Lvnkff Cjkkwk Yydh Znhbsvyjmqm | TDKHM | Corporate Bond | 4.23% | −1.69% | 1.96% | |
| Gggrttvd Kfxvmj-Smnx Dypybbdp Ym | VRBBQV | Intermediate Government | −1.86% | −3.14% | 0.14% | |
| KgywqvJsth 8-3 Ylkm Mvdxtctr Rxzwxhm F/ | DTZZS | Intermediate Government | −1.11% | — | — | |
| fZpvlny FB Mqslvwgpxzly Cqqzgh Mdmk Rc | JXMLR | Intermediate Core Bond | 3.17% | — | — | |
| gHgkgng WG Vhzwfdgtqdws Qhq Hy Lm | HRKBT | Intermediate Government | 0.04% | — | — | |
| lWpvccn VJ Xvmvqsdpcsc Jjws Khgk | NGCM | Intermediate Core Bond | −0.93% | — | — |
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.