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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-Plus Bond
0.800%
60%
64%
83%
High Yield Bond
0.850%
78%
88%
96%
High Yield Bond
0.840%
5%
20%
30%
Multisector Bond
0.990%
58%
Nontraditional Bond
0.660%
72%
60%
Global Bond
0.840%
39%
36%
47%
High Yield Bond
0.910%
56%
63%
42%
Intermediate Core Bond
0.610%
47%
60%
72%
Intermediate Core Bond
0.720%
78%
86%
71%
Intermediate Core-Plus Bond
0.650%
38%
30%
50%
Multisector Bond
2.610%
91%
96%
Intermediate Core-Plus Bond
2.240%
Nontraditional Bond
0.720%
43%
26%
21%
Intermediate Core Bond
0.330%
64%
52%
78%
Intermediate Core Bond
0.500%
89%
80%
Corporate Bond
0.550%
78%
78%
70%
High Yield Bond
0.540%
Intermediate Core-Plus Bond
0.500%
Emerging Markets Bond
0.650%
73%
64%
Emerging-Markets Local-Currency Bond
0.720%
27%
30%
33%
Bank Loan
0.700%
6%
10%
8%
Nontraditional Bond
0.860%
89%
71%
Global Bond-USD Hedged
0.580%
88%
39%
Global Bond
0.880%
92%
58%
23%
Intermediate Government
0.980%
98%
95%
86%
High Yield Bond
0.750%
57%
24%
14%
Global Bond-USD Hedged
0.630%
96%
76%
Nontraditional Bond
0.610%
22%
High Yield Bond
0.750%
14%
7%
27%
Short-Term Bond
0.400%
57%
32%
Short-Term Bond
0.710%
74%
55%
36%
Multisector Bond
0.620%
81%
40%
Inflation-Protected Bond
0.390%
73%
71%
Intermediate Core-Plus Bond
0.750%
87%
74%
33%
Corporate Bond
0.150%
79%
46%
41%
High Yield Bond
0.200%
8%
11%
High Yield Bond
0.860%
20%
32%
13%
Intermediate Government
0.230%
62%
55%
16%
Ultrashort Bond
0.390%
75%
79%
64%
Corporate Bond
0.500%
32%
Nontraditional Bond
0.900%
44%
29%
17%
Multisector Bond
0.750%
84%
65%
38%
Nontraditional Bond
0.800%
60%
55%
57%
Multisector Bond
0.510%
Emerging-Markets Local-Currency Bond
0.850%
10%
11%
2%
Emerging Markets Bond
0.940%
48%
41%
Emerging Markets Bond
0.830%
53%
41%
40%
Emerging Markets Bond
0.900%
30%
24%
36%
Emerging-Markets Local-Currency Bond
0.900%
18%
16%
17%
Long Government
0.500%
87%
85%
50%
Multisector Bond
0.000
86%
82%
85%
Nontraditional Bond
0.000
49%
52%
Multisector Bond
0.000
74%
60%
29%
Inflation-Protected Bond
0.000
58%
29%
6%
Intermediate Government
0.500%
52%
45%
13%
Global Bond-USD Hedged
0.900%
2%
3%
9%
High Yield Bond
0.550%
64%
47%
31%
High Yield Bond
0.600%
37%
24%
12%
Multisector Bond
0.500%
25%
20%
1%
Global Bond-USD Hedged
0.500%
13%
5%
1%
Corporate Bond
0.500%
90%
73%
21%
Long-Term Bond
0.500%
44%
52%
62%
Long-Term Bond
0.550%
79%
28%
1%
Inflation-Protected Bond
0.500%
96%
94%
90%
Long Government
0.475%
13%
40%
36%
Bank Loan
0.700%
86%
67%
58%
Short-Term Bond
0.500%
81%
86%
82%
Short-Term Bond
0.460%
76%
79%
71%
Short-Term Bond
0.500%
75%
83%
80%
Short-Term Bond
0.500%
7%
4%
2%
Intermediate Core-Plus Bond
0.460%
7%
15%
47%
Nontraditional Bond
0.600%
52%
43%
8%
Intermediate Core-Plus Bond
0.500%
67%
69%
53%
Preferred Stock
0.790%
28%
2%
Inflation-Protected Bond
0.450%
39%
37%
38%
Ultrashort Bond
0.350%
51%
54%
27%
Ultrashort Bond
0.450%
21%
35%
7%
Nontraditional Bond
0.500%
60%
42%
32%
Intermediate Core-Plus Bond
0.500%
77%
76%
81%
Intermediate Core-Plus Bond
0.460%
50%
56%
65%
Intermediate Core Bond
0.500%
45%
31%
44%
Intermediate Core Bond
0.500%
59%
40%
45%
Intermediate Core-Plus Bond
0.850%
41%
50%
81%
Intermediate Core-Plus Bond
0.460%
36%
High Yield Bond
0.710%
56%
Intermediate Core-Plus Bond
0.550%
16%
12%
10%
Intermediate Core Bond
0.480%
Bank Loan
0.720%
20%
11%
9%
High Yield Bond
0.650%
37%
34%
34%
Short-Term Bond
0.450%
12%
12%
6%
Multisector Bond
0.640%
13%
5%
2%
Ultrashort Bond
0.320%
10%
Ultrashort Bond
0.750%
1%
2%
Ultrashort Bond
0.530%
65%
58%
Intermediate Core-Plus Bond
0.580%
82%
77%
90%
Nontraditional Bond
0.470%
42%
30%
Intermediate Core-Plus Bond
0.530%
70%
74%
50%
Corporate Bond
0.650%
75%
70%
8%

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