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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 %
Short-Term Bond
0.750
9
5
High Yield Bond
1.480
18
29
99
Intermediate Core-Plus Bond
0.350
13
11
25
Intermediate Core Bond
0.720
73
74
73
Short-Term Bond
0.760
78
76
69
Short-Term Bond
0.740
97
94
38
Multisector Bond
0.770
72
High Yield Bond
2.300
1
1
14
Short-Term Bond
0.960
19
10
16
Short-Term Bond
0.930
80
73
60
Short Government
1.410
71
80
82
Intermediate Core-Plus Bond
1.220
16
41
74
Preferred Stock
0.600
15
22
Preferred Stock
0.000
14
Intermediate Core Bond
0.520
41
33
39
Corporate Bond
0.620
34
30
36
Emerging Markets Bond
1.120
53
67
58
Bank Loan
1.030
58
49
33
High Yield Bond
1.000
59
51
38
High Yield Bond
0.960
81
72
60
Short-Term Bond
0.760
77
64
37
Nontraditional Bond
0.710
67
12
Intermediate Core-Plus Bond
0.890
94
94
91
Short-Term Bond
0.460
35
38
54
Nontraditional Bond
0.920
73
60
22
Intermediate Core-Plus Bond
0.490
41
28
31
Intermediate Government
0.170
43
31
37
Ultrashort Bond
0.250
13
19
38
Intermediate Core Bond
0.600
25
21
9
Short Government
0.680
82
80
66
Intermediate Government
1.000
6
10
Multisector Bond
1.950
Nontraditional Bond
1.950
5
5
High Yield Bond
0.790
15
15
3
Multisector Bond
0.910
4
Intermediate Core Bond
0.720
73
90
89
Intermediate Core Bond
0.660
Short-Term Bond
0.740
Intermediate Core Bond
0.150
2
4
Global Bond-USD Hedged
0.240
16
61
68
Global Bond-USD Hedged
0.260
81
Inflation-Protected Bond
0.290
Global Bond-USD Hedged
0.250
84
Inflation-Protected Bond
0.110
55
36
35
Intermediate Government
0.120
49
27
17
Intermediate Core Bond
0.200
38
24
26
Inflation-Protected Bond
0.130
100
100
100
Ultrashort Bond
0.130
89
88
78
Short-Term Bond
0.220
3
5
Short-Term Bond
0.190
89
83
63
Short Government
0.200
87
93
74
Intermediate Core Bond
0.210
43
27
Short-Term Bond
0.200
95
87
Ultrashort Bond
0.210
98
92
87
Global Bond-USD Hedged
0.170
9
17
76
Ultrashort Bond
0.170
99
95
92
Global Bond-USD Hedged
0.200
100
97
55
Global Bond-USD Hedged
0.700
41
68
78
Emerging Markets Bond
0.880
86
82
90
Bank Loan
0.770
56
48
89
Intermediate Government
0.570
78
69
72
High Yield Bond
0.600
64
41
23
High Yield Bond
0.940
46
32
32
Short-Term Bond
0.500
18
18
20
Intermediate Core-Plus Bond
0.550
63
52
63
Short Government
1.000
84
91
88
High Yield Bond
1.760
32
28
Corporate Bond
0.570
51
40
26
Intermediate Core-Plus Bond
0.700
46
45
59
Emerging Markets Bond
1.290
16
8
Long-Term Bond
0.570
52
88
44
Bank Loan
0.690
4
2
55
High Yield Bond
0.690
33
27
43
Ultrashort Bond
0.400
52
48
Intermediate Core-Plus Bond
0.700
70
66
50
Corporate Bond
0.960
74
82
97
Corporate Bond
0.650
18
9
Emerging-Markets Local-Currency Bond
0.800
65
81
Intermediate Government
0.970
83
80
90
High Yield Bond
1.700
88
90
79
High Yield Bond
0.990
62
61
Short-Term Bond
1.530
88
96
98
Multisector Bond
0.670
28
34
Nontraditional Bond
0.870
86
83
Multisector Bond
0.840
34
61
83
Intermediate Core-Plus Bond
0.790
92
93

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