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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Empower US Government Secs Inv | MXGMX | Intermediate Government | 633.99 Mil | 1.80% | 61 | 61 | 51 | 0.600% | — | No Load | Open |
MassMutual Core Bond Adm | MCBLX | Intermediate Core Bond | 633.79 Mil | 4.63% | 60 | 30 | 38 | 0.720% | — | No Load | Open |
MassMutual Core Bond Svc | MCBYX | Intermediate Core Bond | 633.79 Mil | 4.60% | 43 | 24 | 28 | 0.620% | — | No Load | Open |
MFS High Yield Pooled | HYPPX | High Yield Bond | 630.82 Mil | 6.63% | — | — | — | 0.020% | — | — | Open |
American Century Emerging Mkts Dbt Inv | AEDVX | Emerging Markets Bond | 624.03 Mil | 5.31% | 64 | 51 | — | 0.980% | $2,500 | No Load | Open |
American Century Government Bond Inv | CPTNX | Intermediate Government | 621.41 Mil | 3.88% | 78 | 59 | 57 | 0.470% | $2,500 | No Load | Open |
Six Circles Ultra Short Duration | CUSDX | Ultrashort Bond | 619.69 Mil | 4.38% | 63 | 43 | — | 0.190% | — | No Load | Open |
AB Bond Inflation Strategy Advisor | ABNYX | Inflation-Protected Bond | 610.53 Mil | 4.45% | 29 | 6 | 2 | 0.500% | — | No Load | Open |
AB Bond Inflation Strategy 1 | ABNOX | Inflation-Protected Bond | 610.53 Mil | 4.48% | 28 | 6 | 3 | 0.600% | $5,000 | No Load | Open |
Neuberger Berman High Income Bond E | NHIEX | High Yield Bond | 609.76 Mil | 7.36% | — | — | — | 0.090% | — | No Load | Open |
Neuberger Berman High Income Bond Inv | NHINX | High Yield Bond | 609.76 Mil | 6.59% | 83 | 68 | 70 | 0.880% | $2,000 | No Load | Limited |
American Century Short Dur Strt Inc Inv | ASDVX | Short-Term Bond | 609.63 Mil | 4.92% | 42 | 19 | — | 0.520% | $2,500 | No Load | Open |
Catholic Responsible Invst Opp Bd Inv | CROVX | Short-Term Bond | 578.78 Mil | 4.46% | — | — | — | 0.560% | $5,000 | No Load | Open |
ALPS/Smith Short Duration Bond Investor | SMRSX | Short-Term Bond | 571.65 Mil | 3.82% | 31 | 13 | — | 0.790% | $2,500 | No Load | Open |
GuideStone Funds Global Bond Investor | GGBFX | Global Bond | 558.66 Mil | 1.05% | 34 | 35 | 22 | 0.870% | $1,000 | No Load | Open |
Touchstone Impact Bond Y | TCPYX | Intermediate Core Bond | 556.25 Mil | 3.38% | 35 | 54 | 43 | 0.510% | $2,500 | No Load | Open |
American Beacon DevelopingWldIncFd-InvCl | AGEPX | Emerging Markets Bond | 556.00 Mil | 9.07% | 4 | 3 | 2 | 1.450% | $2,500 | No Load | Open |
Fidelity Series Corporate Bond | FHMFX | Corporate Bond | 553.19 Mil | 4.21% | 55 | 20 | — | — | — | No Load | Open |
Payden Absolute Return Bond Adv | PYABX | Nontraditional Bond | 549.48 Mil | — | — | — | — | 0.950% | $5,000 | No Load | Open |
BNY Mellon Bond Market Index Inv | DBMIX | Intermediate Core Bond | 549.24 Mil | 3.21% | 82 | 82 | 77 | 0.400% | $2,500 | No Load | Open |
Voya Short Term Bond W | IWSBX | Short-Term Bond | 545.08 Mil | 4.27% | 56 | 60 | 57 | 0.390% | $1,000 | No Load | Open |
Impax High Yield Bond Investor | PAXHX | High Yield Bond | 544.26 Mil | 5.45% | 96 | 84 | 89 | 0.920% | $1,000 | No Load | Open |
Fidelity Series Invest Grd Securtzd | FHPFX | Intermediate Core Bond | 543.28 Mil | 4.02% | 43 | 81 | — | — | — | No Load | Open |
Vanguard Global Credit Bond Investor | VGCIX | Corporate Bond | 534.77 Mil | 4.31% | 20 | 5 | — | 0.350% | $3,000 | No Load | Open |
T. Rowe Price Corporate Income | PRPIX | Corporate Bond | 533.35 Mil | 4.32% | 78 | 90 | 81 | 0.590% | $2,500 | No Load | Open |
Empower Global Bond Investor | MXGBX | Global Bond | 530.26 Mil | 0.85% | 55 | 88 | 74 | 1.000% | — | No Load | Open |
Goldman Sachs Enhanced Income Service | GESVX | Ultrashort Bond | 525.37 Mil | 2.98% | — | — | — | 0.850% | — | No Load | Open |
Goldman Sachs Enhanced Income Inv | GHIRX | Ultrashort Bond | 525.37 Mil | 3.39% | 83 | 69 | 62 | 0.430% | — | No Load | Open |
Goldman Sachs Enhanced Income Admin | GEADX | Ultrashort Bond | 525.37 Mil | 3.21% | 84 | 78 | 70 | 0.600% | — | No Load | Open |
Goldman Sachs Enhanced Income A | GEIAX | Ultrashort Bond | 525.37 Mil | 3.23% | 85 | 79 | 72 | 0.580% | $1,000 | No Load | Open |
Goldman Sachs Enhanced Income P | GAEPX | Ultrashort Bond | 525.37 Mil | 3.48% | 81 | 61 | — | 0.340% | — | No Load | Open |
TIAA-CREF Emerging Markets Debt Retail | TEDLX | Emerging Markets Bond | 519.54 Mil | 5.08% | 30 | 25 | — | 0.920% | $2,500 | No Load | Open |
TIAA-CREF Emerging Markets Debt Premier | TEDPX | Emerging Markets Bond | 519.54 Mil | 5.20% | 28 | 20 | — | 0.790% | — | No Load | Open |
TIAA-CREF Emerging Markets Debt W | TEDVX | Emerging Markets Bond | 519.54 Mil | 5.97% | 11 | 11 | — | — | — | No Load | Open |
TIAA-CREF Emerging Markets Debt Advisor | TEDHX | Emerging Markets Bond | 519.54 Mil | 5.29% | 26 | 20 | — | 0.690% | — | No Load | Open |
Columbia Limited Duration Credit Adv | CDLRX | Short-Term Bond | 517.57 Mil | 3.40% | 64 | 31 | 23 | 0.450% | $2,000 | No Load | Open |
DWS High Income S | KHYSX | High Yield Bond | 514.54 Mil | 6.10% | 37 | 31 | 29 | 0.750% | $2,500 | No Load | Open |
State Street Aggregate Bond Idx | SSAFX | Intermediate Core Bond | 513.76 Mil | 3.31% | 53 | 52 | — | 0.023% | — | No Load | Open |
Brown Advisory Sustainable Bond Investor | BASBX | Intermediate Core-Plus Bond | 512.98 Mil | 3.96% | 88 | 74 | — | 0.520% | $100 | No Load | Open |
Vanguard Core-Plus Bond Investor | VCPIX | Intermediate Core-Plus Bond | 512.53 Mil | 4.63% | — | — | — | 0.300% | $3,000 | No Load | Open |
Empower Core Bond Inv | MXFDX | Intermediate Core Bond | 507.04 Mil | 1.48% | 84 | 70 | 61 | 0.700% | — | No Load | Open |
Fidelity Series Short-Term Credit | FYBTX | Short-Term Bond | 501.13 Mil | 3.03% | 18 | 18 | — | — | — | No Load | Open |
Guggenheim Ultra Short Duration A | GIYAX | Ultrashort Bond | 498.26 Mil | 5.10% | 24 | 39 | — | 0.580% | $2,500 | No Load | Open |
Touchstone Ares Credit Opps Y | TMAYX | High Yield Bond | 496.16 Mil | 8.10% | 10 | 9 | — | 0.840% | $2,500 | No Load | Open |
Toews Tactical Income Fund | THHYX | Nontraditional Bond | 486.92 Mil | 4.78% | 64 | 68 | 39 | 1.400% | $10,000 | No Load | Open |
BNY Mellon Intermediate Bond Inv | MIIDX | Short-Term Bond | 486.77 Mil | 2.48% | 92 | 89 | 81 | 0.830% | $10,000 | No Load | Open |
BNY Mellon Intermediate Bond M | MPIBX | Short-Term Bond | 486.77 Mil | 2.80% | 90 | 75 | 63 | 0.580% | $10,000 | No Load | Open |
Touchstone Ultra Short Dur F/I Z | TSDOX | Ultrashort Bond | 477.98 Mil | 4.39% | 46 | 52 | 51 | 0.650% | $2,500 | No Load | Open |
Touchstone Ultra Short Dur F/I Y | TSYYX | Ultrashort Bond | 477.98 Mil | 4.64% | 28 | 26 | 22 | 0.400% | $2,500 | No Load | Open |
Fidelity Mortgage Securities | FMSFX | Intermediate Core Bond | 473.13 Mil | 3.62% | 89 | 95 | 80 | 0.450% | — | 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.