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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 Government
0.600
47
36
52
Intermediate Core-Plus Bond
0.780
35
9
5
High Yield Bond
1.110
71
43
48
Short-Term Bond
0.500
46
9
Nontraditional Bond
0.980
18
8
Intermediate Core-Plus Bond
0.490
20
4
Ultrashort Bond
0.330
55
26
Intermediate Core Bond
0.960
67
80
86
Short-Term Bond
0.630
85
77
74
Intermediate Core Bond
0.390
18
11
18
Short-Term Bond
0.820
Multisector Bond
1.010
Emerging-Markets Local-Currency Bond
0.900
5
34
High Yield Bond
2.050
99
100
Intermediate Core-Plus Bond
0.510
43
40
60
Intermediate Core Bond
0.370
High Yield Bond
0.650
43
52
63
Emerging-Markets Local-Currency Bond
0.880
28
11
Bank Loan
0.730
40
13
15
High Yield Bond
0.660
21
33
36
Inflation-Protected Bond
0.860
61
68
65
Emerging Markets Bond
0.900
90
74
Short-Term Bond
0.820
Intermediate Core Bond
0.500
24
20
Short-Term Bond
0.810
39
27
30
Multisector Bond
0.700
4
5
15
Intermediate Core-Plus Bond
0.450
24
28
37
Intermediate Core-Plus Bond
0.510
24
26
31
Ultrashort Bond
0.710
74
85
World Bond
0.740
25
57
Emerging Markets Bond
1.130
21
36
Intermediate Core-Plus Bond
0.900
80
70
82
High Yield Bond
2.170
100
97
98
Short-Term Bond
1.310
1
Short-Term Bond
0.790
41
41
29
Short Government
0.750
54
42
38
Intermediate Core Bond
0.810
Multisector Bond
1.280
80
98
High Yield Bond
0.700
86
49
39
Multisector Bond
0.930
40
59
62
Preferred Stock
1.540
High Yield Bond
0.990
16
22
25
Short Government
0.560
42
23
Multisector Bond
0.910
12
24
60
Ultrashort Bond
0.270
39
52
Intermediate Core Bond
0.710
9
11
2
Intermediate Core-Plus Bond
0.510
10
13
7
Corporate Bond
0.800
10
8
13
Emerging-Markets Local-Currency Bond
1.040
30
9
6
Bank Loan
1.010
42
16
20
Multisector Bond
0.970
96
92
91
High Yield Bond
0.390
43
57
High Yield Bond
1.020
75
80
72
Nontraditional Bond
1.010
83
94
90
Intermediate Core Bond
0.270
34
5
1
World Bond
1.010
84
36
44
Intermediate Core Bond
0.850
90
86
78
Inflation-Protected Bond
0.290
89
93
94
Short-Term Bond
1.000
82
70
73
World Bond
0.290
22
25
35
Short-Term Bond
0.790
74
Multisector Bond
0.680
17
28
Corporate Bond
1.000
65
90
94
Corporate Bond
0.650
1
World Bond
0.740
1
3
11
Intermediate Government
0.970
81
87
89
High Yield Bond
1.660
69
28
37
Short-Term Bond
1.670
95
97
95
Emerging-Markets Local-Currency Bond
0.810
40
88
Nontraditional Bond
0.870
47
73
High Yield Bond
0.990
18
High Yield Bond
0.650
89
Corporate Bond
0.400
62
Intermediate Core-Plus Bond
0.910
76
54
55
Intermediate Core Bond
0.600
39
54
31
High Yield Bond
0.840
27
8
47
Intermediate Core-Plus Bond
0.780
32
29
18
Intermediate Core Bond
0.510
81
Emerging Markets Bond
0.890
46
30
57
Multisector Bond
0.840
59
89
76
Intermediate Core Bond
0.750
31
27
24
Corporate Bond
0.000
High Yield Bond
0.000
Multisector Bond
0.000
Short-Term Bond
0.290
Multisector Bond
0.800
68
65
82
Multisector Bond
0.660
50
62
45
Multisector Bond
0.590
Intermediate Core Bond
0.500
24
37
38
Intermediate Core Bond
0.000
50
Intermediate Core-Plus Bond
0.460
44
43
38
Corporate Bond
0.400
15
28
Emerging Markets Bond
0.850
52
67
46

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