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 %
Intermediate Core Bond
0.000
47
High Yield Bond
0.750
48
61
63
Intermediate Government
0.450
64
37
33
World Bond-USD Hedged
0.750
1
10
High Yield Bond
0.900
44
39
46
Intermediate Government
0.450
32
43
26
Inflation-Protected Bond
0.050
30
36
Short-Term Bond
0.450
67
59
71
Intermediate Government
0.450
56
72
76
Intermediate Government
0.030
3
World Bond-USD Hedged
0.060
Intermediate Core Bond
0.450
3
2
12
Short Government
0.450
32
57
35
Long Government
0.030
39
Multisector Bond
0.790
83
76
10
High Yield Bond
0.570
Long Government
0.030
33
25
Ultrashort Bond
0.220
Short-Term Bond
0.330
Intermediate Core-Plus Bond
0.310
Intermediate Government
0.030
19
34
Intermediate Core Bond
0.000
Corporate Bond
0.000
Emerging-Markets Local-Currency Bond
0.000
Emerging Markets Bond
0.000
75
55
7
Intermediate Government
0.000
High Yield Bond
0.000
44
10
23
Inflation-Protected Bond
0.000
57
63
66
World Bond-USD Hedged
0.000
1
Short-Term Bond
0.000
Intermediate Core Bond
0.000
2
2
9
Long Government
0.000
63
Short-Term Bond
0.000
36
45
Ultrashort Bond
0.000
High Yield Bond
0.800
88
87
Short-Term Bond
0.450
73
77
76
Short-Term Bond
0.030
35
Short Government
0.030
9
Multisector Bond
0.960
37
26
39
Intermediate Core Bond
0.100
60
Intermediate Core-Plus Bond
0.450
24
24
29
Intermediate Core-Plus Bond
0.300
19
Intermediate Core Bond
0.025
44
56
47
High Yield Bond
0.790
75
59
74
Intermediate Core-Plus Bond
0.900
82
52
76
Preferred Stock
1.050
35
11
26
Intermediate Core Bond
0.040
Intermediate Core Bond
0.040
Ultrashort Bond
0.980
87
94
86
Emerging Markets Bond
1.020
56
13
37
World Bond
0.570
High Yield Bond
0.780
24
14
48
Nontraditional Bond
2.180
45
33
Short-Term Bond
0.710
71
53
70
Target Maturity
0.470
100
100
Target Maturity
0.300
80
Multisector Bond
0.870
78
78
81
Intermediate Core-Plus Bond
0.760
98
98
90
High Yield Bond
0.000
Intermediate Core-Plus Bond
0.650
65
73
72
Intermediate Government
0.790
93
84
82
Short-Term Bond
0.710
46
5
Short-Term Bond
0.440
70
52
45
Short-Term Bond
0.470
18
7
1
Multisector Bond
1.300
87
89
89
Multisector Bond
0.310
18
62
98
Emerging Markets Bond
0.530
22
19
2
High Yield Bond
0.530
17
Intermediate Core-Plus Bond
0.450
35
40
11
Nontraditional Bond
0.470
57
29
Short Government
0.080
94
70
88
Intermediate Core Bond
0.540
86
89
84
Short-Term Bond
0.560
67
70
Intermediate Core-Plus Bond
0.450
13
43
23
Intermediate Core Bond
0.380
12
11
16
Emerging Markets Bond
0.860
50
72
9
Ultrashort Bond
0.350
18
19
48
World Bond-USD Hedged
1.100
33
59
56
Intermediate Government
0.850
51
65
68
Ultrashort Bond
0.360
70
51
73
High Yield Bond
0.730
35
37
42
Multisector Bond
0.630
Inflation-Protected Bond
0.340
42
50
27
Emerging-Markets Local-Currency Bond
0.910
37
60
77
Nontraditional Bond
1.130
42
62
30
Short Government
0.490
58
25
48
Short-Term Bond
0.430
10
22
Ultrashort Bond
0.240
46
46
Nontraditional Bond
0.690
41
69
52
Intermediate Government
0.440
34
6
4
Intermediate Core-Plus Bond
0.600
97
98
Intermediate Core Bond
0.500
78
82
78
Intermediate Core Bond
0.700
40
22
45
Intermediate Core-Plus Bond
0.450
62
Inflation-Protected Bond
0.350
65

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.