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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 %
Nontraditional Bond
1.500
Short-Term Bond
0.750
3
3
High Yield Bond
1.480
10
2
99
Nontraditional Bond
1.330
74
82
Intermediate Core Bond
0.740
83
92
66
Short-Term Bond
0.710
74
75
55
Short-Term Bond
0.750
50
78
7
Multisector Bond
0.780
68
High Yield Bond
2.690
11
63
83
Short-Term Bond
0.900
2
11
6
High Yield Bond
0.490
87
95
Short-Term Bond
0.910
30
48
37
Short Government
1.240
58
76
68
Intermediate Core-Plus Bond
1.190
88
96
97
Emerging Markets Bond
0.930
Preferred Stock
0.600
89
74
Preferred Stock
0.010
Intermediate Core Bond
0.520
5
8
21
Corporate Bond
0.620
17
14
38
Emerging Markets Bond
1.100
70
63
64
Bank Loan
1.030
59
36
27
High Yield Bond
1.000
20
53
24
High Yield Bond
1.000
54
79
52
Short-Term Bond
0.770
9
14
18
Nontraditional Bond
0.720
1
1
Intermediate Core-Plus Bond
0.920
68
63
69
Short-Term Bond
0.490
46
55
70
Nontraditional Bond
0.930
10
14
4
Intermediate Core-Plus Bond
0.500
3
8
14
Intermediate Government
0.170
26
52
25
Ultrashort Bond
0.250
36
49
56
Intermediate Core Bond
0.610
37
15
15
Short Government
0.680
65
62
43
Intermediate Government
1.000
69
84
Multisector Bond
2.000
Nontraditional Bond
1.950
6
7
High Yield Bond
0.790
70
13
Multisector Bond
0.910
92
Short-Term Bond
0.660
27
66
28
High Yield Bond
0.790
89
46
Intermediate Core Bond
0.150
95
World Bond-USD Hedged
0.260
93
90
79
World Bond-USD Hedged
0.290
18
Inflation-Protected Bond
0.300
World Bond-USD Hedged
0.280
Inflation-Protected Bond
0.110
14
26
8
Intermediate Government
0.120
5
15
3
Intermediate Core Bond
0.220
9
28
20
Inflation-Protected Bond
0.150
1
3
Ultrashort Bond
0.170
80
83
78
Short-Term Bond
0.220
37
23
Short-Term Bond
0.220
83
85
49
Short Government
0.200
100
99
71
Intermediate Core Bond
0.250
7
34
Short-Term Bond
0.200
32
40
Short-Term Bond
0.210
99
98
97
World Bond-USD Hedged
0.170
100
95
98
Ultrashort Bond
0.200
90
95
85
World Bond-USD Hedged
0.200
67
57
World Bond-USD Hedged
0.780
52
52
81
Emerging Markets Bond
0.910
20
39
84
Bank Loan
0.810
51
80
84
Intermediate Government
0.550
64
32
70
High Yield Bond
0.600
24
26
15
High Yield Bond
0.950
35
34
31
Short-Term Bond
0.530
24
15
38
Intermediate Core-Plus Bond
0.590
23
25
55
Short Government
1.000
89
95
94
High Yield Bond
1.900
94
62
Corporate Bond
0.570
13
9
8
Intermediate Core-Plus Bond
0.700
15
26
51
Emerging Markets Bond
1.290
5
8
Long-Term Bond
0.570
32
17
9
Bank Loan
0.690
6
24
80
Bank Loan
0.740
28
41
High Yield Bond
0.690
15
19
43
Ultrashort Bond
0.400
54
67
Multisector Bond
0.680
28
30
Corporate Bond
1.000
68
85
94
Corporate Bond
0.650
1
Intermediate Government
0.970
54
85
86
High Yield Bond
1.660
85
53
50
Short-Term Bond
1.650
93
98
95
Emerging-Markets Local-Currency Bond
0.810
50
82
Nontraditional Bond
0.870
50
77
High Yield Bond
0.990
24
High Yield Bond
0.650
94
Corporate Bond
0.400
50
Intermediate Core-Plus Bond
0.870
72
53
51
Short-Term Bond
0.360
43
68
Multisector Bond
0.840
20
67
66
Multisector Bond
0.890
39
54

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