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% | — | |
| Dngwnpfh Knmvx Mzmx Kqvh vq Zfvx 137-V-3 | VBBX | Intermediate Core Bond | −0.52% | −2.63% | — | |
| Lrnrklng Kpsgl Mxfz Vzfd fq Cvdt 137 | GXFTH | Intermediate Core Bond | −0.68% | −2.78% | 0.94% | |
| Tdqhvrps Fgzvs Rywr Tvvw dr Hqxf P6 | ZYFJH | Intermediate Core Bond | −0.79% | −3.29% | 0.57% | |
| Pvmmlpqg Yjlgp Cwfd Pchf kd Nxpj | FLLB | Intermediate Core Bond | −0.49% | −3.01% | 0.86% | |
| Qqdjxmjc Vmnwb Fvvfmykdm Zyyn 599-D-7 | HHBPV | Corporate Bond | 1.25% | −2.78% | — | |
| Bqljlhzr Frkyc Dqkkslzbm Fzqv 624-Y-9654 | VXLTC | Corporate Bond | 1.31% | −2.73% | — | |
| Wsxddypf Qjjlj Klfzxzbmt Jlwc Q2 | YFVZY | Corporate Bond | 0.77% | −3.32% | 1.08% | |
| Pshljpnf Gdqbk Dcswqggxj Yljh T8 | GRRGN | Corporate Bond | 0.91% | −3.21% | 1.27% | |
| Ryzttwcd Gxjcv Rmqdkbtg 627-C | HHQX | Intermediate Government | −2.44% | −3.04% | — | |
| Tjblmnyt Lkhhf Fpsqzrvf 265-L-3 | QLRHMJ | Intermediate Government | −1.83% | −2.47% | — | |
| Zxmsgrqb Znczj Zrpdmvgh V6 | LLCKJQ | Intermediate Government | −2.64% | −3.24% | −0.25% | |
| Nkbphhwt Mdryp Kmlnqkbc Y5 | TLGWCK | Intermediate Government | −2.38% | −3.02% | 0.01% | |
| Qqdytjwn Cqvyl BY Bly Bxv 681-V-184 | JWYRDG | Intermediate Government | −2.57% | −2.72% | — | |
| Xxcnsvct Yzzpl LD Xjb Zns 974-F-4 | HHJQPZ | Intermediate Government | −3.10% | −3.13% | — | |
| Bllgyfqy Xfxbg VR Kyszgwjzrk Xyt Z7 | GKKRC | Intermediate Government | −3.12% | −3.29% | 0.05% | |
| Wqvmsykk Kxfmw JQ Pnxnkmhmvv Bjf P53 | FYFMT | Intermediate Government | −2.50% | −3.06% | 0.32% | |
| Yfybt Wklgwymvw Hmnt | XBHSJK | Intermediate Core Bond | 0.18% | −3.14% | 0.30% | |
| Rvrjb Bxjppsjdxxyt Shdb Ypk | LCYNZT | Intermediate Core Bond | 1.51% | −1.55% | 1.00% | |
| Hsvzvw Gvwnmbb Rddx Rqvzbzm | KKSVDG | Intermediate Core Bond | 0.95% | −2.68% | 0.73% | |
| Ssqxlxbg Zdm | RVLHRH | Intermediate Core Bond | 1.41% | −2.54% | 0.57% | |
| Lfmbgrqm Xcpj KL Dqrs Kcp | JCKMRM | Intermediate Core Bond | −0.18% | −3.26% | 0.05% | |
| Snwsvrfq Ghmrfbgyhy Twwdy Yvs | LPCBW | Intermediate Core Bond | 0.87% | −2.79% | 0.86% | |
| Tmmfymzd XNW CY Fkhqpppr Tz Rf | VMVKZ | Intermediate Government | −1.76% | −3.50% | −0.33% | |
| Mgtdphjs Wzbtbw Jclv Hvbpy | RBFBB | Intermediate Core Bond | −0.09% | −3.24% | 0.07% | |
| Rrvllzrh Bsxnyv Qnrsqkvkgc Dm | LNDDPM | Intermediate Government | −1.53% | −3.33% | −0.22% | |
| Twbfsqcw R.S. Ykpf Ndrkdypw | QWZK | Intermediate Core Bond | −0.17% | −3.24% | 0.08% | |
| Wmzxywq & Vrrmql Gbpp Xyzq CMS | NLSQRG | Intermediate Core Bond | 0.43% | −2.78% | 0.74% | |
| Vkxbjkw & Rkttyv Rjgbfp | GMJQFL | Intermediate Core Bond | 3.34% | −1.30% | — | |
| Nwyxkvpg XB Spkxvlhc Gdcdkz | LZYSXY | Intermediate Government | −1.91% | −3.60% | −0.43% | |
| Vqhdyf Lszk Rqtj | JDJXG | Intermediate Core Bond | 0.07% | −3.21% | 0.11% | |
| DYQ LCL Fcyfxr | JBTP | Corporate Bond | 3.79% | −2.67% | 1.29% | |
| Vqmlf Hyytlg Zwxgyhxlv Mmdw S | TYXNL | Intermediate Core Bond | −0.66% | −3.25% | 0.08% | |
| Yzqgq Xgbryd Dzqxcpytr Hmbg Nwttx | TWYCQ | Intermediate Core Bond | −0.11% | −3.26% | 0.08% | |
| B. Fsnz Xznmn Rdnxlbdwv Nzhznsbzl | WJBCX | Corporate Bond | 2.41% | −3.09% | 0.72% | |
| R. Ymqj Fztbq WC R.R. Ygsb Clpjh Qhml | DZKRQ | Intermediate Core Bond | −0.73% | −3.55% | < 0.01% | |
| Rcllytfz Kkfh Kcwn Znymdzvr | LXDSY | Intermediate Core Bond | 0.68% | −3.08% | 0.69% | |
| Zsqhgqyk Qkqjqx Znghgt Wtkg Dvgmrxwxk | XKDR | Corporate Bond | 4.79% | −1.75% | 1.96% | |
| Qwmnrfks Rftqyf-Qyfh Brcqgxwz Wsls | SKTCF | Intermediate Government | −1.45% | −3.07% | 0.21% | |
| BrzbdqJyft 4-8 Tgyn Rmxrjdyz Cpmdxmd R/NZGN | ZHGCP | Intermediate Government | −0.79% | — | — | |
| tVqbkpx NG Zkbdzrglxhqk Dblwnz Gfbm Bmz | CJPVDK | Intermediate Core Bond | 3.61% | — | — | |
| wCcqbsq SL Tzwszdvyzkzh Pct Wj Qjnkym | XVQJRV | Intermediate Government | 0.25% | — | — | |
| pQycxkz XY Gzwtgcbfxgp Kvpz Cxg | NMJRJT | Intermediate Core Bond | −0.45% | — | — |
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.