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 %
Multisector Bond
1.140
Short-Term Bond
1.290
49
42
35
Intermediate Core-Plus Bond
0.480
4
Ultrashort Bond
0.270
1
1
1
Intermediate Core-Plus Bond
0.310
48
28
16
Corporate Bond
0.410
44
6
7
Short-Term Bond
0.350
68
52
43
Multisector Bond
0.800
4
27
58
Intermediate Core Bond
0.550
36
35
57
Intermediate Core Bond
0.150
52
64
62
Intermediate Core-Plus Bond
0.410
9
13
15
Corporate Bond
0.560
69
41
Nontraditional Bond
0.730
28
59
33
World Bond-USD Hedged
0.520
31
27
38
High Yield Bond
0.710
53
46
53
Short-Term Bond
0.550
19
40
31
Short-Term Bond
0.650
44
74
73
Short Government
0.550
80
77
82
Intermediate Government
0.700
74
70
71
Ultrashort Bond
0.470
95
91
90
Multisector Bond
0.660
59
56
Nontraditional Bond
1.780
Nontraditional Bond
1.740
88
91
Intermediate Core Bond
0.300
17
18
5
Intermediate Core-Plus Bond
0.300
27
34
21
Intermediate Core Bond
0.300
64
52
54
Short-Term Bond
0.300
42
46
32
Ultrashort Bond
0.150
37
45
Short-Term Bond
0.400
69
31
Emerging Markets Bond
0.950
1
1
High Yield Bond
0.950
78
35
High Yield Bond
0.750
50
33
Intermediate Core-Plus Bond
0.450
67
70
62
Intermediate Core Bond
0.760
70
88
69
Short-Term Bond
0.020
13
2
Corporate Bond
0.000
24
32
20
Short-Term Bond
0.000
6
22
1
Nontraditional Bond
0.020
99
99
Short-Term Bond
0.000
21
14
11
Intermediate Core Bond
0.450
21
31
21
Intermediate Core Bond
0.280
17
16
22
Nontraditional Bond
0.650
65
76
22
Emerging Markets Bond
0.600
25
Intermediate Government
1.420
93
90
90
Nontraditional Bond
1.140
36
48
High Yield Bond
0.510
21
10
7
Multisector Bond
0.650
21
13
16
Inflation-Protected Bond
0.350
17
21
31
Short-Term Bond
0.410
60
44
28
Ultrashort Bond
0.300
42
50
Nontraditional Bond
0.630
19
29
12
Intermediate Core Bond
0.260
23
Intermediate Core-Plus Bond
0.370
28
40
13
Intermediate Government
0.460
26
13
16
Multisector Bond
0.450
61
90
63
Multisector Bond
0.400
70
Multisector Bond
1.510
100
100
Nontraditional Bond
1.290
16
37
Intermediate Core-Plus Bond
0.310
88
88
74
Intermediate Core-Plus Bond
0.000
95
76
55
Nontraditional Bond
1.660
58
19
Multisector Bond
0.660
1
2
High Yield Bond
0.760
32
36
Nontraditional Bond
0.860
44
58
25
World Bond-USD Hedged
0.620
High Yield Bond
0.560
1
1
Intermediate Core Bond
0.130
14
13
Intermediate Core-Plus Bond
0.160
16
31
Short-Term Bond
0.810
96
89
96
Intermediate Government
0.520
15
3
Intermediate Core-Plus Bond
0.540
41
Intermediate Core-Plus Bond
0.450
27
35
High Yield Bond
1.030
14
40
33
Intermediate Government
0.910
79
73
64
Short-Term Bond
0.890
98
76
43
Nontraditional Bond
1.760
49
71
High Yield Bond
1.000
52
48
79
Short-Term Bond
0.400
Intermediate Core-Plus Bond
0.660
74
83
87
Intermediate Core-Plus Bond
0.730
59
50
58
Long-Term Bond
0.740
58
65
79
Nontraditional Bond
0.670
27
35
Intermediate Core-Plus Bond
0.480
70
66
High Yield Bond
0.770
49
67
48
Corporate Bond
0.940
48
38
81
Short-Term Bond
0.760
19
19
22
Short-Term Bond
0.280
91
85
94
Intermediate Core Bond
0.400
1
1
8
Intermediate Core-Plus Bond
0.400
2
11
10
Nontraditional Bond
0.500
8
40

Sponsor Center

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.