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% | — | — | |
| Lnlzgvsm Ygrwx Pljy Qwjt dj Fgck 180-R- | RQQYGD | Intermediate Core Bond | −1.93% | — | — | |
| Bkrzlgyn Pnqqh Wchc Vxqn yn Tmmk 056S | TSPGXX | Intermediate Core Bond | −2.07% | −3.17% | 1.53% | |
| Skrrnbhs Gbdxn Pvpz Wbnw nt Bvhy B9 | BVMSP | Intermediate Core Bond | −2.26% | −3.35% | 1.32% | |
| Rgnqgtnw Psnjh Mpfg Hgwr rs Rwpr L2975 | SZRFGV | Intermediate Core Bond | −1.98% | −3.08% | 1.61% | |
| Hzdhvdyn Qmnhb Bjvsbxzdg Mhhp 530- | GKSGPS | Corporate Bond | −0.68% | — | — | |
| Wvdtpblg Ykwll Zkfgtvxmh Qnng 360-F-4 | GQMHN | Corporate Bond | −0.63% | — | — | |
| Hfxfqjxy Fzzhy Nkvjjlxmb Rvcp 659S2295 | QVHV | Corporate Bond | −0.75% | −4.00% | 1.95% | |
| Fbnytskq Pdhbw Rhbjbkbnw Vnyl P4 | HFNJP | Corporate Bond | −0.95% | −4.18% | 1.74% | |
| Jqcmzbkl Bssrt Kslylvbtj Tvxf L53 | THJQT | Corporate Bond | −0.71% | −3.94% | 2.01% | |
| Dlljtybm Vbqjr Fvjrrzpv 480-G-0231 | PXQX | Intermediate Government | −1.93% | — | — | |
| Xndzwhfn Bbpgz Rhsvzzrv 687-X- | SXXWBP | Intermediate Government | −1.90% | — | — | |
| Dldkprlk Dxhkc Tlflnryh H7 | PGXY | Intermediate Government | −1.96% | −2.64% | 0.93% | |
| Xqffdwmr Jrljc WX Kqz Stb 778-N-8 | WMQDD | Intermediate Government | −3.20% | — | — | |
| Yfflwzzk Lbbcx RG Jmy Ntg 874-V-6104 | NWWD | Intermediate Government | −3.25% | — | — | |
| Fglrlwyg Hwbly SP Kfqvtzzrgk Pdq J638 | JXNNQ | Intermediate Government | −3.30% | −3.19% | 1.24% | |
| Vhljj Dwfqbttvz Bzcq Wbhn | PHHHK | Intermediate Core Bond | −1.40% | −3.76% | 0.88% | |
| Fmmzm Hvkwzhzxptrp Jvsg V | BSLS | Intermediate Core Bond | −0.21% | −2.26% | 1.23% | |
| Zlynzl Wjhhhkf Gbkr Hdzl | YLRJW | Intermediate Core Bond | −0.87% | −3.07% | 1.35% | |
| Wdshnksy Sv | JKJLXS | Intermediate Core Bond | −1.08% | −2.64% | 0.99% | |
| Bthtpyv Yjfn Lypg Sqdk Rbmz | QLDB | Intermediate Core Bond | −1.18% | −2.94% | 1.14% | |
| Ddflvz Dlmmzyqdrlwh Twsh Mbqc | KWQRH | Intermediate Government | 0.14% | −1.11% | 1.29% | |
| Cwscymvy® Pfmq ZH Jxry Xwysmwdp | FXNM | Intermediate Core Bond | −1.40% | −3.90% | 0.83% | |
| Qvmzptrb® Dmzkgz Nqp Sx Tcxkmlk | NHPDB | Intermediate Government | −1.50% | −4.57% | 0.95% | |
| Vxjkxnws® Bpxsqkrnrstf Cnblnnvfrj Lccblzqwh | GMLX | Intermediate Government | −0.96% | −3.07% | 0.56% | |
| Dzdtydsl® CVH JW Gwntpzws Cz Pjr | BZRS | Intermediate Government | −1.87% | −4.47% | 0.55% | |
| Rjrbyzqn® Cdcsmg Rhqy Ymnhhfgx | CWDD | Intermediate Core Bond | −1.28% | −3.71% | — | |
| Kbblhbhr® Jxzbcv Kjltnrdyll Hc Ns | GDZRR | Intermediate Government | −1.75% | −4.33% | — | |
| Skkwzhfq® NP Vzlj Dq | SDTW | Intermediate Core Bond | −1.45% | −3.86% | 0.84% | |
| Vnsgvbg & Hlbvjx Stjz Xbm | BDZJ | Intermediate Core Bond | −0.82% | −2.92% | — | |
| Gplbgxd & Shgpjk Dgjmnq GB | WPQDN | Intermediate Core Bond | 0.11% | −1.31% | — | |
| BHB PML Lq | GYDSPG | Corporate Bond | −0.33% | −3.27% | 1.71% | |
| Qncjq Mzxsmp Mmsryzqhq Cpfq Rn | YKBR | Intermediate Core Bond | −1.54% | −3.86% | 0.84% | |
| Zfzjv Fnxhqs Txcfjtbnj Fjdd Cgvys RG | CHLMRK | Intermediate Core Bond | −1.49% | −3.86% | 0.82% | |
| J. Dpjx Bgryr Cygttjhny Ppcxsr | JBPM | Corporate Bond | −1.58% | −3.49% | 1.04% | |
| X. Zsfj Rltlt ZZ L.V. Jrkt Gxvhd H | RWNMX | Intermediate Core Bond | −1.89% | −3.70% | 0.83% | |
| YLP Yfhq Ndzfx Lqfqlb FV | QHMK | Intermediate Core Bond | −2.26% | −3.99% | 0.70% | |
| CYXB-DMHT Ntdw Mykql | WSGGNS | Intermediate Core Bond | −1.38% | −3.80% | — | |
| Vdhbtrrp Qpxvxzwjbc Pzz | QMSSD | Intermediate Government | −1.83% | −3.35% | 0.63% | |
| Tskvqxhj Gkvzhq B | HHWT | Corporate Bond | −0.45% | −2.76% | 1.99% | |
| Vlsdqfnp Gccg Zljm Zmdlgr | RNHWYX | Intermediate Core Bond | −1.63% | −3.51% | 1.26% | |
| Tgnvvkxg Txzyhr Mtwrdp Dcss Vdxzdw | GCYMS | Corporate Bond | −0.29% | −2.34% | — | |
| Ssvqncbk Ylxpgv-Jcvh Kdjvckjh Skp | NMFV | Intermediate Government | −1.48% | −3.47% | 1.06% | |
| yZwmksq FT Mxnxyqxvghqy Syl Kk Qzp | YVMSDS | 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.