Skip to Content

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 %
Inflation-Protected Bond
0.390
76
81
90
Intermediate Core Bond
0.510
73
55
55
Intermediate Core Bond
0.250
28
36
39
Short-Term Bond
0.440
34
46
61
Multisector Bond
0.620
39
39
34
Intermediate Core-Plus Bond
0.390
13
High Yield Bond
0.640
15
9
Inflation-Protected Bond
0.110
Intermediate Government
0.250
12
53
26
Long Government
0.220
30
62
72
Intermediate Core Bond
0.490
12
27
29
Emerging Markets Bond
0.850
47
27
41
Emerging-Markets Local-Currency Bond
0.850
66
23
25
World Bond
0.620
7
32
High Yield Bond
0.550
6
39
42
Ultrashort Bond
0.440
19
48
32
Intermediate Core-Plus Bond
0.490
60
85
30
Intermediate Core Bond
0.110
53
68
57
Intermediate Core-Plus Bond
0.300
46
48
33
Intermediate Core Bond
0.360
34
19
Intermediate Core-Plus Bond
0.300
35
33
18
Emerging Markets Bond
0.620
23
6
Intermediate Core-Plus Bond
0.450
High Yield Bond
0.360
53
44
30
Inflation-Protected Bond
0.260
59
68
51
World Bond-USD Hedged
0.600
65
Short-Term Bond
0.350
Short-Term Bond
0.270
64
50
40
Short-Term Bond
0.120
74
87
Ultrashort Bond
1.000
99
Intermediate Core-Plus Bond
0.660
100
100
100
Multisector Bond
0.850
Emerging-Markets Local-Currency Bond
0.940
98
91
Nontraditional Bond
0.920
94
94
95
Nontraditional Bond
0.800
94
88
72
Nontraditional Bond
0.780
94
93
98
Short-Term Bond
0.720
88
3
3
Short-Term Bond
0.770
9
15
4
Short Government
0.890
73
79
35
Multisector Bond
0.600
21
17
17
Ultrashort Bond
0.300
4
12
Intermediate Government
0.730
48
46
32
High Yield Bond
0.800
74
77
60
Corporate Bond
0.760
28
42
60
Short-Term Bond
0.430
52
29
38
Multisector Bond
1.170
21
Multisector Bond
0.910
79
79
78
Nontraditional Bond
1.950
Intermediate Core Bond
1.300
98
98
98
High Yield Bond
1.350
13
43
69
High Yield Bond
1.560
87
95
85
Nontraditional Bond
1.480
62
75
Intermediate Core-Plus Bond
0.910
27
41
53
Nontraditional Bond
0.730
2
2
Multisector Bond
0.900
32
53
27
High Yield Bond
1.050
60
68
76
Intermediate Core Bond
0.610
76
55
40
Ultrashort Bond
0.690
52
58
39
Short Government
0.650
79
49
24
Intermediate Core-Plus Bond
0.840
26
19
34
Intermediate Core-Plus Bond
0.930
80
31
31
Emerging Markets Bond
0.820
69
36
Bank Loan
0.800
51
53
Short-Term Bond
0.460
47
69
75
High Yield Bond
0.600
45
44
32
High Yield Bond
0.750
Inflation-Protected Bond
0.650
62
25
Inflation-Protected Bond
0.650
58
66
58
Intermediate Core Bond
0.420
45
30
23
Intermediate Core-Plus Bond
0.450
Nontraditional Bond
0.810
21
21
Intermediate Core Bond
0.730
74
56
37
Short-Term Bond
0.670
71
62
47
Short Government
0.310
22
20
55
Ultrashort Bond
0.280
63
83
80
World Bond-USD Hedged
0.250
Intermediate Core-Plus Bond
0.510
78
66
36
Ultrashort Bond
0.230
Ultrashort Bond
1.050
97
99
Intermediate Government
0.430
27
19
63
High Yield Bond
0.840
71
36
48
Intermediate Core-Plus Bond
0.500
19
14
19
Intermediate Core-Plus Bond
0.580
7
5
6
Short-Term Bond
0.520
22
18
20
Ultrashort Bond
0.600
3
7
12
Intermediate Core-Plus Bond
0.520
34
47
58
Intermediate Government
0.660
37
48
19
High Yield Bond
0.680
19
32
35
Inflation-Protected Bond
0.540
74
50
48
Inflation-Protected Bond
0.620
41
48
50
Intermediate Core-Plus Bond
0.580
1
4
Intermediate Core Bond
0.900
93
89
80
Emerging Markets Bond
0.950
41
33
Intermediate Core Bond
0.100
4
10
Emerging Markets Bond
0.600
1
1
Emerging Markets Bond
0.250
30
54
Long Government
0.060
6
3
5
Intermediate Government
0.210
55
24
24

Sponsor Center

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

  • Verify your identity, personalize the content you receive, or create and administer your account.
  • Provide specific products and services to you, such as portfolio management or data aggregation.
  • Develop and improve features of our offerings.
  • Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.