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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
0.700
18
49
53
Intermediate Government
0.440
61
57
9
Intermediate Core Bond
0.780
10
17
1
High Yield Bond
1.030
42
50
13
Short-Term Bond
0.480
10
20
Nontraditional Bond
0.970
31
39
3
Intermediate Core-Plus Bond
0.490
10
14
2
Ultrashort Bond
0.330
78
75
Intermediate Core Bond
0.950
88
89
92
Global Bond
0.860
35
30
10
Short-Term Bond
0.610
61
71
73
Intermediate Core-Plus Bond
0.390
78
66
66
Short-Term Bond
0.750
53
Intermediate Core-Plus Bond
1.140
97
Emerging-Markets Local-Currency Bond
0.900
9
9
1
Intermediate Core Bond
0.260
27
Intermediate Core-Plus Bond
0.380
39
40
46
High Yield Bond
0.650
38
32
46
Emerging-Markets Local-Currency Bond
0.880
36
34
13
Bank Loan
0.770
62
55
37
High Yield Bond
0.660
51
43
39
Inflation-Protected Bond
0.850
40
72
76
Emerging Markets Bond
0.900
57
71
Short-Term Bond
0.550
79
Intermediate Core Bond
0.320
20
Intermediate Core Bond
0.490
10
10
2
Short-Term Bond
0.790
53
46
33
Multisector Bond
0.630
49
38
36
Intermediate Core-Plus Bond
0.390
53
40
41
Intermediate Core-Plus Bond
0.500
56
40
32
Ultrashort Bond
0.690
83
84
Global Bond
0.700
12
7
3
Short-Term Bond
1.100
1
1
Multisector Bond
1.500
Short-Term Bond
0.790
65
60
40
Short Government
0.750
49
54
44
Intermediate Core Bond
0.810
23
Intermediate Core-Plus Bond
1.310
63
97
High Yield Bond
0.700
49
80
39
Multisector Bond
0.770
13
9
35
High Yield Bond
0.990
33
23
27
Short Government
0.560
91
75
69
Multisector Bond
0.920
2
2
13
Ultrashort Bond
0.270
44
31
Intermediate Core Bond
0.710
47
45
15
Intermediate Core-Plus Bond
0.500
51
47
15
Corporate Bond
0.720
40
43
12
Emerging-Markets Local-Currency Bond
1.110
32
31
12
Bank Loan
1.010
19
24
22
High Yield Bond
0.390
56
63
High Yield Bond
1.030
76
81
73
Nontraditional Bond
0.910
87
86
91
Intermediate Core Bond
0.270
33
48
2
Global Bond
1.020
72
75
51
Intermediate Government
0.860
67
75
25
Inflation-Protected Bond
0.300
21
33
4
Short-Term Bond
0.970
82
84
73
Global Bond
0.300
46
31
33
Intermediate Core Bond
0.610
51
62
51
High Yield Bond
0.830
64
59
56
Intermediate Core-Plus Bond
0.760
63
52
21
Intermediate Core Bond
0.460
5
15
Emerging Markets Bond
0.860
50
46
33
Multisector Bond
0.800
66
71
75
Intermediate Core Bond
0.740
65
58
31
Corporate Bond
0.000
28
High Yield Bond
0.000
78
Short-Term Bond
0.000
68
Global Bond
0.880
15
14
17
Short-Term Bond
0.290
11
Multisector Bond
0.640
37
66
43
Multisector Bond
0.590
Intermediate Core Bond
0.500
18
10
24
Intermediate Core Bond
0.000
3
Intermediate Core-Plus Bond
0.460
31
23
18
Corporate Bond
0.400
56
21
Emerging Markets Bond
0.850
90
77
71
Multisector Bond
0.500
18
12
5
Intermediate Government
0.480
34
28
20
High Yield Bond
0.650
54
55
42
Multisector Bond
0.400
30
9
Short-Term Bond
0.450
35
32
21
Ultrashort Bond
0.250
27
24
41
Intermediate Core Bond
0.400
9
9
11
Preferred Stock
0.600
Short-Term Bond
0.340
16
28
62
Short-Term Bond
0.330
47
34
Nontraditional Bond
0.600
23
25
19
Intermediate Core-Plus Bond
0.460
76
61
41
Nontraditional Bond
0.600
22
22
15
Nontraditional Bond
0.700
43
75
Global Bond-USD Hedged
0.820
59
49
4
Intermediate Core-Plus Bond
0.570
20
21
39

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