Advertisement
Skip to Content

Taxable Bond Funds

Fixed-income funds that distribute income that is subject to taxation at the federal, state, and sometimes local levels.

Fund Name
Morningstar Category
Adjusted Expense Ratio %
Return Rank in Category 3Y %
Return Rank in Category 5Y %
Return Rank in Category 10Y %
Intermediate Core-Plus Bond
0.500%
3%
2%
High Yield Bond
0.750%
33%
31%
Ultrashort Bond
0.560%
68%
27%
Corporate Bond
0.570%
51%
41%
Intermediate Core-Plus Bond
0.920%
24%
82%
Inflation-Protected Bond
0.500%
18%
4%
1%
Corporate Bond
0.000
39%
16%
13%
Global Bond-USD Hedged
0.800%
50%
70%
51%
High Yield Bond
0.870%
88%
93%
64%
High Yield Bond
0.600%
24%
14%
Intermediate Core-Plus Bond
0.520%
87%
72%
18%
Multisector Bond
0.700%
34%
22%
22%
Short-Term Bond
0.450%
89%
Short-Term Bond
0.540%
82%
84%
92%
Corporate Bond
0.600%
Short-Term Bond
0.000
23%
15%
27%
Intermediate Core-Plus Bond
0.770%
84%
82%
71%
Nontraditional Bond
2.780%
59%
Multisector Bond
0.920%
Short-Term Bond
0.490%
4%
Intermediate Core-Plus Bond
0.640%
13%
Ultrashort Bond
0.300%
12%
23%
Intermediate Core-Plus Bond
0.490%
83%
84%
55%
Intermediate Core Bond
0.560%
82%
68%
65%
Intermediate Core-Plus Bond
0.680%
65%
53%
20%
Intermediate Core-Plus Bond
0.480%
39%
30%
54%
High Yield Bond
0.840%
4%
28%
92%
Preferred Stock
0.040%
98%
98%
High Yield Bond
0.990%
73%
84%
Intermediate Government
0.450%
73%
77%
45%
High Yield Bond
1.780%
97%
92%
77%
Multisector Bond
2.130%
Ultrashort Bond
0.460%
46%
53%
58%
Ultrashort Bond
0.250%
41%
39%
Intermediate Core Bond
0.700%
51%
64%
55%
Intermediate Core-Plus Bond
0.680%
13%
16%
12%
Global Bond-USD Hedged
0.450%
43%
Intermediate Government
0.480%
50%
45%
23%
High Yield Bond
0.930%
82%
84%
64%
Multisector Bond
0.610%
17%
15%
Global Bond
0.700%
99%
94%
89%
Multisector Bond
0.000
Inflation-Protected Bond
0.600%
29%
29%
5%
Short-Term Bond
0.600%
89%
92%
92%
Short-Term Bond
0.460%
12%
12%
20%
High Yield Bond
0.810%
7%
14%
78%
Ultrashort Bond
0.260%
22%
14%
14%
Multisector Bond
1.490%
99%
94%
Emerging Markets Bond
0.560%
2%
4%
Intermediate Core-Plus Bond
1.400%
Intermediate Core-Plus Bond
0.600%
Bank Loan
0.830%
82%
87%
5%
Emerging Markets Bond
1.060%
7%
6%
Intermediate Core Bond
0.450%
30%
75%
High Yield Bond
0.750%
5%
3%
3%
Short-Term Bond
0.470%
Intermediate Core-Plus Bond
0.340%
54%
58%
57%
Intermediate Core Bond
0.390%
27%
44%
40%
Emerging Markets Bond
0.720%
24%
22%
Intermediate Government
0.540%
80%
74%
69%
Global Bond-USD Hedged
0.610%
56%
64%
49%
Intermediate Government
0.460%
39%
44%
58%
High Yield Bond
0.580%
25%
22%
7%
High Yield Bond
0.800%
66%
70%
76%
Inflation-Protected Bond
0.460%
62%
75%
74%
Global Bond
0.800%
87%
90%
90%
Inflation-Protected Bond
0.360%
4%
6%
10%
Short-Term Bond
0.280%
8%
10%
Short-Term Bond
0.370%
13%
18%
28%
Short Government
0.540%
6%
20%
51%
Multisector Bond
0.510%
19%
15%
Intermediate Government
0.540%
1%
1%
1%
High Yield Bond
0.690%
9%
11%
30%
Intermediate Core Bond
0.550%
7%
8%
17%
Global Bond
0.930%
63%
44%
43%
Corporate Bond
0.700%
34%
39%
20%
Emerging Markets Bond
0.970%
31%
30%
Inflation-Protected Bond
0.670%
36%
42%
15%
Short-Term Bond
0.630%
58%
64%
73%
Intermediate Government
0.240%
4%
4%
1%
Multisector Bond
0.730%
26%
Short-Term Bond
0.320%
35%
42%
51%
Short-Term Bond
0.660%
54%
75%
85%
Intermediate Core-Plus Bond
0.470%
2%
3%
Intermediate Government
0.600%
2%
3%
10%
Intermediate Core-Plus Bond
0.450%
Nontraditional Bond
2.330%
28%
66%
Preferred Stock
2.200%
21%
43%
52%
Nontraditional Bond
1.290%
73%
80%
Short-Term Bond
0.850%
90%
35%
High Yield Bond
0.650%
21%
15%
8%
Multisector Bond
1.200%
94%
93%
76%
Intermediate Core-Plus Bond
0.590%
Ultrashort Bond
0.350%
88%
Emerging Markets Bond
0.570%
17%
High Yield Bond
0.980%
7%
23%
40%
Intermediate Core-Plus Bond
0.970%
4%
9%
40%
High Yield Bond
0.620%
17%
18%
Bank Loan
1.070%
Nontraditional Bond
1.310%

Sponsor Center