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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 %
High Yield Bond
1.490
12
8
99
Nontraditional Bond
1.350
69
63
Intermediate Core-Plus Bond
0.350
14
19
41
Intermediate Core-Plus Bond
0.410
5
13
Intermediate Core Bond
0.720
78
84
72
Short-Term Bond
0.760
78
74
60
Short-Term Bond
0.740
90
78
11
Multisector Bond
0.770
70
High Yield Bond
2.670
5
14
66
Short-Term Bond
0.960
4
7
6
Short-Term Bond
0.400
High Yield Bond
0.490
88
89
Short-Term Bond
0.930
67
67
53
Short Government
1.410
86
87
78
Intermediate Core-Plus Bond
1.220
85
93
92
Preferred Stock
0.600
75
61
Preferred Stock
0.000
12
Intermediate Core Bond
0.520
11
12
28
Corporate Bond
0.620
13
20
30
Emerging Markets Bond
1.120
63
62
64
Bank Loan
1.030
51
45
28
High Yield Bond
1.010
30
39
33
High Yield Bond
0.960
70
73
59
Short-Term Bond
0.760
31
36
23
Nontraditional Bond
0.710
11
2
Intermediate Core-Plus Bond
0.910
90
84
82
Short-Term Bond
0.490
27
49
62
Nontraditional Bond
0.920
32
13
6
Intermediate Core-Plus Bond
0.490
10
10
24
Intermediate Government
0.170
27
23
40
Ultrashort Bond
0.250
23
31
55
Intermediate Core Bond
0.600
30
21
14
Short Government
0.680
84
74
52
Intermediate Government
1.000
45
53
Multisector Bond
1.930
Nontraditional Bond
1.950
7
11
High Yield Bond
0.790
30
27
Multisector Bond
0.910
11
Short-Term Bond
0.700
92
85
61
Intermediate Core Bond
0.660
Short-Term Bond
0.740
Intermediate Core Bond
0.150
45
73
Global Bond-USD Hedged
0.240
97
95
81
Global Bond-USD Hedged
0.260
36
Inflation-Protected Bond
0.290
Global Bond-USD Hedged
0.250
54
Inflation-Protected Bond
0.110
28
17
13
Intermediate Government
0.120
19
13
7
Intermediate Core Bond
0.200
25
23
27
Inflation-Protected Bond
0.130
2
1
5
Ultrashort Bond
0.130
93
90
76
Short-Term Bond
0.220
3
7
Short-Term Bond
0.190
96
87
64
Short Government
0.200
100
99
81
Intermediate Core Bond
0.210
29
30
Short-Term Bond
0.200
94
73
Ultrashort Bond
0.210
98
98
97
Global Bond-USD Hedged
0.170
87
89
92
Ultrashort Bond
0.170
95
95
90
Global Bond-USD Hedged
0.200
94
69
28
Global Bond-USD Hedged
0.700
47
76
70
Emerging Markets Bond
0.880
82
77
88
Bank Loan
0.820
52
65
87
Intermediate Government
0.570
58
59
66
High Yield Bond
0.600
42
21
19
High Yield Bond
0.940
45
32
38
Short-Term Bond
0.500
14
15
22
Intermediate Core-Plus Bond
0.550
47
39
55
Short Government
1.000
96
93
94
High Yield Bond
1.760
66
27
Corporate Bond
0.570
16
11
15
Intermediate Core-Plus Bond
0.700
18
22
46
Emerging Markets Bond
1.290
9
5
Long-Term Bond
0.570
12
32
6
Bank Loan
0.690
3
3
68
High Yield Bond
0.690
17
18
42
Ultrashort Bond
0.400
54
66
Corporate Bond
0.960
70
82
97
Corporate Bond
0.650
4
Emerging-Markets Local-Currency Bond
0.800
48
89
Global Bond
0.740
10
8
3
Intermediate Government
0.970
86
83
91
High Yield Bond
1.660
59
68
56
High Yield Bond
0.990
36
Short-Term Bond
1.650
96
98
98
High Yield Bond
0.650
69
Corporate Bond
0.400
65
Intermediate Core-Plus Bond
0.870
73
66
51
Multisector Bond
0.670
25
31
Nontraditional Bond
0.870
80
77
Multisector Bond
0.840
11
35
74
Intermediate Core-Plus Bond
0.780
93
95

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