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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 %
Intermediate Core Bond
0.400
1
1
7
Intermediate Core-Plus Bond
0.400
2
11
8
Nontraditional Bond
0.500
4
35
Nontraditional Bond
1.500
Short-Term Bond
0.750
3
4
High Yield Bond
1.480
28
1
99
Nontraditional Bond
1.330
42
68
Intermediate Core Bond
0.740
84
93
69
Short-Term Bond
0.710
70
78
49
Short-Term Bond
0.750
67
83
6
Multisector Bond
0.780
64
High Yield Bond
2.690
14
74
88
Short-Term Bond
0.900
2
14
7
High Yield Bond
0.490
82
96
Short-Term Bond
0.870
36
49
31
Short Government
1.240
64
76
57
Intermediate Core-Plus Bond
1.190
85
94
95
Emerging Markets Bond
0.930
Preferred Stock
0.600
88
78
Preferred Stock
0.010
Intermediate Core Bond
0.530
3
5
20
Corporate Bond
0.650
15
12
42
Emerging Markets Bond
1.100
73
55
55
Bank Loan
1.030
60
35
23
High Yield Bond
1.000
25
64
24
High Yield Bond
1.000
58
83
50
Nontraditional Bond
0.720
1
1
Intermediate Core-Plus Bond
0.920
17
41
43
Short-Term Bond
0.520
49
62
70
Nontraditional Bond
0.930
8
13
2
Intermediate Core-Plus Bond
0.500
3
6
14
Intermediate Government
0.170
32
60
39
Ultrashort Bond
0.250
33
53
55
Intermediate Core Bond
0.610
47
14
16
Short Government
0.680
69
66
42
Intermediate Government
1.000
84
Multisector Bond
2.000
Intermediate Core-Plus Bond
0.600
98
Nontraditional Bond
1.950
10
5
High Yield Bond
0.790
62
10
High Yield Bond
0.910
88
Short-Term Bond
0.660
53
76
33
High Yield Bond
0.790
94
47
Intermediate Core Bond
0.150
94
World Bond-USD Hedged
0.260
88
90
79
World Bond-USD Hedged
0.290
14
Inflation-Protected Bond
0.300
World Bond-USD Hedged
0.280
Inflation-Protected Bond
0.110
12
26
9
Intermediate Government
0.120
10
18
5
Intermediate Core Bond
0.220
7
28
19
Inflation-Protected Bond
0.150
3
3
Ultrashort Bond
0.170
78
84
76
Short-Term Bond
0.220
59
40
Short-Term Bond
0.220
81
80
43
Short Government
0.200
100
99
70
Intermediate Core Bond
0.250
10
Short-Term Bond
0.200
34
34
Short-Term Bond
0.210
99
98
97
World Bond-USD Hedged
0.170
100
95
98
Ultrashort Bond
0.200
93
96
83
World Bond-USD Hedged
0.200
37
52
World Bond-USD Hedged
0.780
77
61
81
Emerging Markets Bond
0.910
33
56
88
Bank Loan
0.810
51
78
85
Intermediate Government
0.550
61
35
66
High Yield Bond
0.600
19
27
14
High Yield Bond
0.950
27
36
32
Short-Term Bond
0.530
19
14
39
Intermediate Core-Plus Bond
0.590
41
32
62
Short Government
1.000
90
95
92
High Yield Bond
1.900
91
70
Corporate Bond
0.570
11
12
7
Intermediate Core-Plus Bond
0.700
24
25
49
Emerging Markets Bond
1.290
9
8
Long-Term Bond
0.570
30
39
9
Bank Loan
0.690
4
34
77
Bank Loan
0.740
18
47
High Yield Bond
1.160
41
66
59
High Yield Bond
0.690
15
27
45
Corporate Bond
0.920
31
73
76
Ultrashort Bond
0.400
56
71
Short-Term Bond
0.360
40
70
Multisector Bond
0.840
25
71
65
Multisector Bond
0.890
37
59
Intermediate Core-Plus Bond
0.800
97
Short-Term Bond
0.940
72
Preferred Stock
1.170
34
24
Intermediate Core Bond
0.350
16
High Yield Bond
0.920
7
11
13
High Yield Bond
0.550
1
1

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