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
|
---|---|---|---|---|---|---|---|---|---|---|---|
American Funds Strategic Bond F-2 | ANBFX | Intermediate Core-Plus Bond | 19.27 Bil | 3.49% | 92 | 20 | — | 0.420% | $250 | No Load | Open |
American Funds Strategic Bond F-1 | ANBEX | Intermediate Core-Plus Bond | 19.27 Bil | 3.12% | 95 | 32 | — | 0.690% | $250 | No Load | Open |
American Funds Strategic Bond 529-F-3 | FBSSX | Intermediate Core-Plus Bond | 19.27 Bil | — | 94 | — | — | 0.370% | $250 | No Load | Open |
American Funds Strategic Bond 529-F-2 | FSBMX | Intermediate Core-Plus Bond | 19.27 Bil | — | 92 | — | — | 0.400% | $250 | No Load | Open |
BlackRock Total Return Svc | MSHQX | Intermediate Core-Plus Bond | 18.66 Bil | 4.22% | 70 | 62 | 55 | 0.760% | $5,000 | No Load | Open |
American Funds US Gov Sec 529-F-3 | FSUUX | Intermediate Government | 18.34 Bil | — | 17 | — | — | 0.310% | $250 | No Load | Open |
American Funds US Government Sec F1 | UGSFX | Intermediate Government | 18.34 Bil | 4.10% | 47 | 23 | 27 | 0.680% | $250 | No Load | Open |
American Funds US Gov Sec 529-F-2 | FSUGX | Intermediate Government | 18.34 Bil | — | 22 | — | — | 0.380% | $250 | No Load | Open |
American Funds US Government Sec 529F1 | CGTFX | Intermediate Government | 18.34 Bil | — | 35 | 5 | 14 | 0.730% | $250 | No Load | Open |
American Funds US Government Sec F2 | GVTFX | Intermediate Government | 18.34 Bil | 4.43% | 22 | 4 | 5 | 0.360% | $250 | No Load | Open |
Fidelity Series Long-Term Trs Bd Idx | FTLTX | Long Government | 17.40 Bil | 3.57% | 27 | 38 | — | — | — | No Load | Open |
Bridge Builder Core Bond | BBTBX | Intermediate Core Bond | 16.72 Bil | 4.17% | 20 | 14 | 6 | 0.130% | — | No Load | Open |
T. Rowe Price New Income | PRCIX | Intermediate Core Bond | 16.62 Bil | 4.25% | 90 | 87 | 72 | 0.440% | $2,500 | No Load | Open |
T. Rowe Price New Income Adv | PANIX | Intermediate Core Bond | 16.59 Bil | 3.68% | 96 | 97 | 91 | 0.810% | $2,500 | No Load | Open |
Fidelity SAI US Treasury Bd Idx | FUTBX | Intermediate Government | 15.44 Bil | 2.38% | 55 | 41 | — | 0.030% | — | No Load | Open |
Vanguard Long-Term Investment-Grade Inv | VWESX | Long-Term Bond | 14.91 Bil | 5.02% | 67 | 75 | 67 | 0.210% | $3,000 | No Load | Open |
American Funds Multi-Sector Income 529F3 | CMBQX | Multisector Bond | 14.58 Bil | — | 31 | — | — | 0.430% | $250 | No Load | Open |
American Funds Multi-Sector Income 529F2 | CMBPX | Multisector Bond | 14.58 Bil | — | 31 | — | — | 0.480% | $250 | No Load | Open |
American Funds Multi-Sector Income F-2 | MIAYX | Multisector Bond | 14.58 Bil | 6.40% | 30 | 13 | — | 0.480% | $250 | No Load | Open |
American Funds Multi-Sector Income F-1 | MIAWX | Multisector Bond | 14.58 Bil | 6.13% | 38 | — | — | 0.750% | $250 | No Load | Open |
American Funds Multi-Sector Income 529F1 | CMBOX | Multisector Bond | 14.58 Bil | — | 34 | — | — | 0.810% | $250 | No Load | Open |
Vanguard GNMA Inv | VFIIX | Intermediate Government | 14.54 Bil | 3.49% | 31 | 52 | 24 | 0.210% | $3,000 | No Load | Open |
Fidelity Floating Rate High Income | FFRHX | Bank Loan | 14.05 Bil | 8.46% | 11 | 11 | 11 | 0.680% | — | No Load | Open |
Fidelity Strategic Income | FADMX | Multisector Bond | 13.26 Bil | 4.49% | 40 | 26 | — | 0.660% | — | No Load | Open |
American Funds Inflation Linked Bd 529F2 | FIBLX | Inflation-Protected Bond | 13.21 Bil | — | 83 | — | — | 0.380% | $250 | No Load | Open |
American Funds Inflation Linked Bd F1 | BFIFX | Inflation-Protected Bond | 13.21 Bil | 0.72% | 84 | 76 | — | 0.670% | $250 | No Load | Open |
American Funds Inflation Linked Bd 529F3 | FLIBX | Inflation-Protected Bond | 13.21 Bil | — | 82 | — | — | 0.350% | $250 | No Load | Open |
American Funds Inflation Linked Bd 529F1 | CNLFX | Inflation-Protected Bond | 13.21 Bil | — | 83 | 70 | — | 0.720% | $250 | No Load | Open |
American Funds Inflation Linked Bd F2 | BFIGX | Inflation-Protected Bond | 13.21 Bil | 1.14% | 83 | 64 | — | 0.390% | $250 | No Load | Open |
Western Asset Core Bond FI | WAPIX | Intermediate Core Bond | 13.17 Bil | 3.73% | 99 | 97 | 64 | 0.800% | — | No Load | Open |
Fidelity Capital & Income | FAGIX | High Yield Bond | 12.61 Bil | 5.28% | 8 | 1 | 1 | 0.690% | — | No Load | Open |
Vanguard Ultra-Short-Term Bond Investor | VUBFX | Ultrashort Bond | 12.49 Bil | 4.66% | 78 | 66 | — | 0.200% | $3,000 | No Load | Open |
AB Municipal Income | MISHX | Miscellaneous Fixed Income | 12.39 Bil | 4.40% | 4 | 3 | 5 | — | — | No Load | Open |
Six Circles Global Bond | CGLBX | Global Bond | 12.09 Bil | 3.24% | 9 | — | — | 0.120% | — | No Load | Open |
Loomis Sayles Investment Grade Bond Adm | LIGAX | Intermediate Core-Plus Bond | 11.95 Bil | 4.20% | 16 | 7 | 36 | 0.990% | — | No Load | Open |
American Funds ST Bd Fd of Amer 529-F-2 | FTSBX | Short-Term Bond | 11.55 Bil | — | 56 | — | — | 0.390% | $250 | No Load | Open |
American Funds ST Bd Fd of Amer 529-F-3 | FFTSX | Short-Term Bond | 11.55 Bil | — | 57 | — | — | 0.350% | $250 | No Load | Open |
American Funds ST Bd Fd of Amer 529F1 | CFAMX | Short-Term Bond | 11.54 Bil | — | 61 | 73 | 82 | 0.730% | $250 | No Load | Open |
American Funds ST Bd Fd of Amer F1 | ASBFX | Short-Term Bond | 11.54 Bil | 3.67% | 73 | 88 | 92 | 0.670% | $250 | No Load | Open |
American Funds ST Bd Fd of Amer F2 | SBFFX | Short-Term Bond | 11.54 Bil | 3.95% | 56 | 72 | 80 | 0.400% | $250 | No Load | Open |
Morgan Stanley Instl Ultr-Shrt Inc A | MUAIX | Ultrashort Bond | 11.18 Bil | 5.38% | 19 | 66 | — | 0.400% | $1,000 | No Load | Open |
Vanguard Core Bond Investor | VCORX | Intermediate Core Bond | 10.88 Bil | 4.43% | 34 | 16 | — | 0.200% | $3,000 | No Load | Open |
American Funds Mortgage 529F1 | CMFFX | Intermediate Government | 10.36 Bil | — | 16 | 14 | 8 | 0.690% | $250 | No Load | Open |
American Funds Mortgage F1 | MFAEX | Intermediate Government | 10.36 Bil | 4.47% | 22 | 24 | 20 | 0.630% | $250 | No Load | Open |
American Funds Mortgage 529-F-2 | FFMFX | Intermediate Government | 10.36 Bil | — | 16 | — | — | 0.420% | $250 | No Load | Open |
American Funds Mortgage F2 | MFAFX | Intermediate Government | 10.36 Bil | 4.74% | 16 | 12 | 2 | 0.380% | $250 | No Load | Open |
American Funds Mortgage 529-F-3 | FMMFX | Intermediate Government | 10.36 Bil | — | 16 | — | — | 0.320% | $250 | No Load | Open |
Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | Global Bond-USD Hedged | 10.19 Bil | 3.71% | — | — | — | — | — | No Load | Open |
Nuveen Core Bond Premier | TIDPX | Intermediate Core-Plus Bond | 10.10 Bil | 4.00% | 43 | 50 | 38 | 0.440% | — | No Load | Open |
Nuveen Core Bond W | TBBWX | Intermediate Core-Plus Bond | 10.08 Bil | 4.44% | 23 | 30 | — | — | — | 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.