Taxable Bond Funds
Fixed-income funds that distribute income that is subject to taxation at the federal, state, and sometimes local levels.
|
Name
|
Ticker
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Morningstar Category
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Fund Size
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TTM Yield
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Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
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Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Lord Abbett Short Duration Core Bond F3 | LSCOX | Short-Term Bond | 471.19 Mil | 5.18% | 20 | 32 | — | 0.310% | — | No Load | Open |
| Lord Abbett Short Duration Core Bond F | LDCFX | Short-Term Bond | 471.19 Mil | 4.98% | 26 | 46 | — | 0.500% | — | No Load | Open |
| DoubleLine Emerging Markets Fixed Inc N | DLENX | Emerging Markets Bond | 470.78 Mil | 5.37% | 41 | 42 | 37 | 1.150% | $2,000 | No Load | Open |
| Goldman Sachs Short Dur Govt Svc | GSDSX | Short Government | 470.24 Mil | 2.61% | 89 | 88 | 90 | 0.980% | — | No Load | Open |
| Goldman Sachs Short Dur Govt Inv | GTDTX | Short Government | 470.24 Mil | 3.03% | 70 | 67 | 71 | 0.560% | — | No Load | Open |
| Goldman Sachs Short Dur Govt P | GMDPX | Short Government | 470.24 Mil | 3.12% | 61 | 60 | — | 0.470% | — | No Load | Open |
| Voya High Yield Bond W | IHYWX | High Yield Bond | 465.20 Mil | 6.45% | 80 | 74 | 48 | 0.780% | $1,000 | No Load | Open |
| Metropolitan West High Yield Bond M | MWHYX | High Yield Bond | 464.34 Mil | 6.44% | 87 | 43 | 65 | 0.860% | $5,000 | No Load | Open |
| T. Rowe Price US High Yield | TUHYX | High Yield Bond | 463.98 Mil | 7.39% | 82 | 50 | — | 0.750% | $2,500 | No Load | Open |
| T. Rowe Price US High Yield Advisor | TUHAX | High Yield Bond | 463.98 Mil | 7.25% | 84 | 56 | 19 | 0.900% | $2,500 | No Load | Open |
| T. Rowe Price Inflation Protected Bd | PRIPX | Inflation-Protected Bond | 456.77 Mil | 5.42% | 88 | 81 | 71 | 0.410% | $2,500 | No Load | Open |
| Buffalo High-Yield | BUFHX | High Yield Bond | 448.83 Mil | 6.98% | 6 | 2 | 8 | 1.030% | $2,500 | No Load | Open |
| Empower Infl-Protd Secs Investor | MXIHX | Inflation-Protected Bond | 445.39 Mil | 4.21% | 39 | 59 | — | 0.700% | — | No Load | Open |
| Western Asset Ultra-Short Income A | ARMZX | Ultrashort Bond | 442.92 Mil | 3.50% | 56 | 48 | 12 | 0.650% | $1,000 | No Load | Open |
| Fidelity Intermediate Government Income | FSTGX | Intermediate Government | 442.34 Mil | 2.32% | 4 | 14 | 40 | 0.450% | — | No Load | Open |
| Angel Oak UltraShort Income A | AOUAX | Ultrashort Bond | 439.95 Mil | 4.43% | 88 | 76 | — | 0.600% | $1,000 | No Load | Open |
| PACE Strategic Fixed Income P | PCSIX | Intermediate Core-Plus Bond | 438.98 Mil | 5.46% | 18 | 14 | 13 | 0.650% | $10,000 | No Load | Open |
| Homestead Short-Term Bond | HOSBX | Short-Term Bond | 433.95 Mil | 3.37% | 82 | 71 | 65 | 0.760% | $500 | No Load | Open |
| Empower High Yield Bond Inv | MXHYX | High Yield Bond | 432.99 Mil | 5.38% | 92 | 45 | 38 | 0.980% | — | No Load | Open |
| Russell Inv Opportunistic Credit M | RGOTX | Multisector Bond | 430.36 Mil | 4.71% | 28 | 55 | — | 0.730% | — | No Load | Open |
| Russell Inv Opportunistic Credit S | RGCSX | Multisector Bond | 430.36 Mil | 4.67% | 30 | 58 | 40 | 0.780% | — | No Load | Open |
| Fidelity Series Em Mk Dbt Lcl Ccy | FSEDX | Emerging-Markets Local-Currency Bond | 425.98 Mil | 7.37% | 25 | — | — | — | — | No Load | Open |
| BNY Mellon Corporate Bond Investor | BYMIX | Corporate Bond | 423.55 Mil | 3.58% | 7 | 2 | 8 | 0.830% | $10,000 | No Load | Open |
| BNY Mellon Corporate Bond M | BYMMX | Corporate Bond | 423.55 Mil | 3.89% | 5 | 1 | 2 | 0.580% | $10,000 | No Load | Open |
| Empower Short Duration Bond Inv | MXSDX | Short-Term Bond | 421.58 Mil | 1.60% | 44 | 33 | 40 | 0.600% | — | No Load | Open |
| VALIC Company I High Yield Bond | VHYLX | High Yield Bond | 420.29 Mil | 5.92% | 57 | 38 | 34 | 0.680% | — | No Load | Open |
| TIAA-CREF International Bond Premier | TIBLX | Global Bond-USD Hedged | 419.08 Mil | 0.09% | 26 | 34 | — | 0.750% | — | No Load | Open |
| TIAA-CREF International Bond Retail | TIBEX | Global Bond-USD Hedged | 419.08 Mil | — | 32 | 42 | — | 0.940% | $2,500 | No Load | Open |
| TIAA-CREF International Bond W | TIBUX | Global Bond-USD Hedged | 419.08 Mil | 0.80% | 10 | 10 | — | — | — | No Load | Open |
| TIAA-CREF International Bond Advisor | TIBNX | Global Bond-USD Hedged | 419.08 Mil | 0.18% | 24 | 33 | — | 0.700% | — | No Load | Open |
| BlackRock Allocation Target Shrs Ser E | BATEX | Miscellaneous Fixed Income | 416.28 Mil | 4.47% | 3 | 5 | — | 0.010% | — | No Load | Open |
| BlackRock Allocation Target Shrs Ser C | BRACX | Miscellaneous Fixed Income | 416.02 Mil | 4.55% | 45 | 9 | 9 | — | — | No Load | Open |
| RiverPark Strategic Income Retail | RSIVX | High Yield Bond | 412.40 Mil | 6.94% | 1 | 9 | 35 | 1.180% | $1,000 | No Load | Open |
| Western Asset Mortgage Total Ret 1 | SGVSX | Intermediate Core-Plus Bond | 402.71 Mil | 4.77% | 75 | 96 | 66 | 0.690% | — | No Load | Closed |
| AMG GW&K ESG Bond N | MGFIX | Intermediate Core-Plus Bond | 401.94 Mil | 3.11% | 39 | 53 | 41 | 0.680% | $2,000 | No Load | Open |
| Goldman Sachs Emerging Markets Dbt Inv | GSIRX | Emerging Markets Bond | 400.95 Mil | 5.21% | 81 | 84 | 61 | 0.870% | — | No Load | Open |
| Goldman Sachs Emerging Markets Dbt P | GAIPX | Emerging Markets Bond | 400.95 Mil | 5.24% | 78 | 82 | — | 0.840% | — | No Load | Open |
| Fidelity Sustainability Bond Index | FNDSX | Intermediate Core Bond | 400.29 Mil | 3.06% | 52 | 65 | — | 0.100% | — | No Load | Open |
| UBS Ultra Short Income A | USIAX | Ultrashort Bond | 399.40 Mil | 5.04% | 69 | 81 | — | 0.350% | $1,000 | No Load | Open |
| UBS Ultra Short Income P | USIPX | Ultrashort Bond | 399.40 Mil | 5.15% | 63 | 73 | — | 0.250% | $1,000 | No Load | Open |
| AB Taxable Multi-Sector Income | CSHTX | Miscellaneous Fixed Income | 398.83 Mil | 3.54% | 35 | 18 | 24 | — | — | No Load | Open |
| BlackRock Allocation Target Shrs Ser Svc | BRASX | Miscellaneous Fixed Income | 393.90 Mil | 4.29% | 26 | 14 | 7 | — | — | No Load | Open |
| Fidelity Flex Conservative Income Bd | FJTDX | Ultrashort Bond | 392.58 Mil | 5.36% | 16 | 18 | — | — | — | No Load | Open |
| American Century Ginnie Mae Inv | BGNMX | Intermediate Government | 391.92 Mil | 3.32% | 71 | 79 | 72 | 0.550% | $2,500 | No Load | Open |
| Russell Inv Short Duration Bond S | RFBSX | Short-Term Bond | 389.28 Mil | 3.08% | 70 | 60 | 56 | 0.540% | — | No Load | Open |
| Russell Inv Short Duration Bond M | RSDTX | Short-Term Bond | 388.90 Mil | 3.12% | 67 | 57 | — | 0.490% | — | No Load | Open |
| Cohen & Steers Prfrd Secs & Inc SMA Shrs | PISHX | Miscellaneous Fixed Income | 387.46 Mil | 5.20% | 48 | — | — | — | — | No Load | Open |
| VALIC Company I Inflation Protected | VCTPX | Inflation-Protected Bond | 386.63 Mil | 14.09% | 42 | 70 | 54 | 0.550% | — | No Load | Open |
| MassMutual Strategic Bond Svc | MBSYX | Intermediate Core-Plus Bond | 385.85 Mil | 4.16% | 93 | 80 | 46 | 0.760% | — | No Load | Open |
| MassMutual Strategic Bond Adm | MSBLX | Intermediate Core-Plus Bond | 385.85 Mil | 4.09% | 94 | 84 | 55 | 0.860% | — | 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.