Taxable Bond Funds
Fixed-income funds that distribute income that is subject to taxation at the federal, state, and sometimes local levels.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market Index Inv | VBMFX | Intermediate Core Bond | 318.98 Bil | 3.18% | 56 | 60 | 56 | 0.150% | $3,000 | No Load | Limited |
| Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 283.87 Bil | 3.26% | 43 | 58 | 50 | 0.090% | — | No Load | Open |
| Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 115.15 Bil | 4.34% | 51 | — | — | 0.130% | — | No Load | Open |
| Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 90.25 Bil | 4.53% | 49 | 76 | 30 | 0.130% | — | No Load | Limited |
| American Funds Bond Fund of Amer 529F | CFAFX | Intermediate Core Bond | 82.39 Bil | — | 31 | 13 | 19 | 0.710% | $250 | No Load | Open |
| American Funds Bond Fund of Amer 529-F-2 | FFBOX | Intermediate Core Bond | 82.39 Bil | — | 28 | — | — | 0.350% | $250 | No Load | Open |
| American Funds Bond Fund of Amer 529-F-3 | FBOFX | Intermediate Core Bond | 82.39 Bil | — | 27 | — | — | 0.300% | $250 | No Load | Open |
| American Funds Bond Fund of Amer F1 | BFAFX | Intermediate Core Bond | 82.39 Bil | 3.85% | 55 | 21 | 31 | 0.650% | $250 | No Load | Open |
| American Funds Bond Fund of Amer F2 | ABNFX | Intermediate Core Bond | 82.06 Bil | 4.15% | 29 | 10 | 13 | 0.350% | $250 | No Load | Open |
| Dodge & Cox Income X | DOXIX | Intermediate Core-Plus Bond | 75.43 Bil | 4.13% | — | — | — | 0.330% | $2,500 | No Load | Open |
| Dodge & Cox Income I | DODIX | Intermediate Core-Plus Bond | 75.43 Bil | 4.06% | 12 | 8 | 7 | 0.410% | $2,500 | No Load | Open |
| Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 67.42 Bil | 3.93% | 30 | 23 | — | 0.190% | — | No Load | Open |
| Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 57.78 Bil | 3.08% | 43 | 52 | 42 | 0.025% | — | No Load | Open |
| Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 57.30 Bil | 2.62% | 89 | 85 | 81 | 0.150% | $3,000 | No Load | Limited |
| Vanguard Short-Term Investment-Grade Inv | VFSTX | Short-Term Bond | 54.78 Bil | 3.37% | 70 | 50 | 33 | 0.200% | $3,000 | No Load | Open |
| Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Inflation-Protected Bond | 51.84 Bil | 2.73% | 9 | 14 | 28 | 0.140% | $3,000 | No Load | Limited |
| Metropolitan West Total Return Bd M | MWTRX | Intermediate Core-Plus Bond | 47.97 Bil | 4.06% | 90 | 80 | 79 | 0.670% | $5,000 | No Load | Open |
| Metropolitan West Total Return Bd Admin | MWTNX | Intermediate Core-Plus Bond | 47.85 Bil | 3.94% | 94 | 86 | 87 | 0.780% | $2,500 | No Load | Open |
| Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 46.12 Bil | 4.06% | 53 | 45 | 32 | 0.310% | — | No Load | Open |
| Baird Aggregate Bond Inv | BAGSX | Intermediate Core Bond | 44.87 Bil | 3.26% | 42 | 38 | 29 | 0.550% | $2,500 | No Load | Open |
| Lord Abbett Short Duration Income F3 | LOLDX | Short-Term Bond | 41.99 Bil | 4.97% | 30 | 31 | — | 0.310% | — | No Load | Open |
| Lord Abbett Short Duration Income F | LDLFX | Short-Term Bond | 41.99 Bil | 4.79% | 37 | 44 | 17 | 0.480% | — | No Load | Open |
| Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 38.58 Bil | 3.26% | 56 | 29 | 16 | 0.150% | $3,000 | No Load | Limited |
| Fidelity Total Bond Fund | FTBFX | Intermediate Core-Plus Bond | 35.77 Bil | 4.26% | 20 | 16 | 15 | 0.450% | — | No Load | Open |
| Bridge Builder Core Plus Bond | BBCPX | Intermediate Core-Plus Bond | 32.74 Bil | 4.39% | 24 | 19 | — | 0.200% | — | No Load | Open |
| Vanguard Interm-Term Invmt-Grade Inv | VFICX | Corporate Bond | 32.67 Bil | 4.08% | 35 | 44 | 70 | 0.200% | $3,000 | No Load | Open |
| DoubleLine Total Return Bond N | DLTNX | Intermediate Core-Plus Bond | 29.89 Bil | 4.30% | 54 | 91 | 77 | 0.740% | $2,000 | No Load | Open |
| Baird Core Plus Bond Inv | BCOSX | Intermediate Core-Plus Bond | 28.68 Bil | 3.32% | 35 | 36 | 27 | 0.550% | $2,500 | No Load | Open |
| Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 23.88 Bil | 3.29% | 43 | — | — | — | — | No Load | Open |
| American Funds Interm Bd Fd of Amer 529F | CBOFX | Short-Term Bond | 23.86 Bil | — | 95 | 86 | 76 | 0.710% | $250 | No Load | Open |
| American Funds Interm Bd Fd of Amer F1 | IBFFX | Short-Term Bond | 23.86 Bil | 3.62% | 97 | 90 | 88 | 0.660% | $250 | No Load | Open |
| American Funds Interm Bd Fd of Amer F2 | IBAFX | Short-Term Bond | 23.86 Bil | 3.93% | 94 | 81 | 69 | 0.370% | $250 | No Load | Open |
| Vanguard High-Yield Corporate Inv | VWEHX | High Yield Bond | 23.85 Bil | 5.87% | 52 | 53 | 24 | 0.230% | $3,000 | No Load | Open |
| American Funds Interm Bd Fd of Amer529F2 | FFOOX | Short-Term Bond | 23.83 Bil | — | 95 | — | — | 0.350% | $250 | No Load | Open |
| American Funds Interm Bd Fd of Amer529F3 | FIFBX | Short-Term Bond | 23.83 Bil | — | 94 | — | — | 0.310% | $250 | No Load | Open |
| Guggenheim Total Return Bond P | GIBLX | Intermediate Core-Plus Bond | 23.35 Bil | 4.24% | 58 | 28 | — | 0.750% | — | No Load | Open |
| TIAA-CREF Bond Index Advisor | TBIAX | Intermediate Core Bond | 22.97 Bil | 2.97% | 65 | 70 | — | 0.170% | — | No Load | Open |
| TIAA-CREF Bond Index Retail | TBILX | Intermediate Core Bond | 22.97 Bil | 2.75% | 75 | 83 | 79 | 0.380% | $2,500 | No Load | Open |
| TIAA-CREF Bond Index Premier | TBIPX | Intermediate Core Bond | 22.97 Bil | 2.92% | 68 | 73 | 70 | 0.220% | — | No Load | Open |
| TIAA-CREF Bond Index W | TBIWX | Intermediate Core Bond | 22.97 Bil | 3.14% | 43 | 48 | — | — | — | No Load | Open |
| BlackRock High Yield Bond Svc | BHYSX | High Yield Bond | 21.64 Bil | 6.56% | 34 | 26 | 23 | 0.850% | $5,000 | No Load | Open |
| Lord Abbett Bond-Debenture F | LBDFX | Multisector Bond | 20.91 Bil | 5.43% | 80 | 53 | 12 | 0.680% | — | No Load | Open |
| Lord Abbett Bond Debenture F3 | LBNOX | Multisector Bond | 20.86 Bil | 5.61% | 73 | 42 | — | 0.500% | — | No Load | Open |
| Fidelity SAI Total Bond | FSMTX | Intermediate Core-Plus Bond | 20.12 Bil | 4.40% | 15 | 11 | — | 0.290% | — | No Load | Open |
| Western Asset Core Plus Bond FI | WACIX | Intermediate Core-Plus Bond | 19.93 Bil | 4.07% | 99 | 96 | 69 | 0.820% | — | No Load | Open |
| Fidelity Series Long-Term Trs Bd Idx | FTLTX | Long Government | 19.83 Bil | 3.34% | 41 | 50 | — | — | — | No Load | Open |
| American Funds American High-Inc F1 | AHTFX | High Yield Bond | 19.61 Bil | 6.42% | 22 | 19 | 28 | 0.730% | $250 | No Load | Open |
| American Funds American High-Inc 529F1 | CITFX | High Yield Bond | 19.61 Bil | — | 20 | 15 | 19 | 0.790% | $250 | No Load | Open |
| American Funds American High-Inc 529-F-3 | FTAHX | High Yield Bond | 19.55 Bil | — | 19 | — | — | 0.380% | $250 | No Load | Open |
| American Funds American High-Inc 529-F-2 | FAHHX | High Yield Bond | 19.55 Bil | — | 20 | — | — | 0.440% | $250 | No Load | Open |
Taxable Bond Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.