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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Northern Short Bond | BSBAX | Short-Term Bond | 266.75 Mil | 3.25% | 53 | 62 | 68 | 0.400% | $2,500 | No Load | Open |
Western Asset Macro Opportunities FI | LAFIX | Nontraditional Bond | 266.43 Mil | — | 95 | 94 | 64 | 1.620% | — | No Load | Open |
Russell Inv Long Duration Bond M | RMHTX | Long Government | 265.88 Mil | — | — | — | — | 0.390% | — | No Load | Open |
Russell Inv Long Duration Bond S | RMHSX | Long Government | 265.88 Mil | — | — | — | — | 0.540% | — | No Load | Open |
Voya Global Bond W | IGBWX | Global Bond | 263.55 Mil | 4.35% | 59 | 45 | 31 | 0.650% | $1,000 | No Load | Open |
Azzad Wise Capital | WISEX | Short-Term Bond | 256.76 Mil | 2.89% | 18 | 22 | 29 | 0.890% | $4,000 | No Load | Open |
Curasset Capital Mngmnt Ltd Trm Inc Fnds | CMIFX | Short-Term Bond | 256.71 Mil | 4.40% | — | — | — | 0.440% | $2,500 | No Load | Open |
American Beacon GarciaHmltnQual Bd Inv | GHQPX | Intermediate Core Bond | 248.27 Mil | 3.39% | 56 | 97 | — | 0.830% | $2,500 | No Load | Open |
Touchstone Active Bond Y | TOBYX | Intermediate Core-Plus Bond | 247.18 Mil | 3.97% | 49 | 30 | 37 | 0.580% | $2,500 | No Load | Open |
MassMutual Infl-Prot and Inc Adm | MIPLX | Inflation-Protected Bond | 245.61 Mil | 2.83% | 59 | 49 | 37 | 0.810% | — | No Load | Open |
MassMutual Infl-Prot and Inc Svc | MIPYX | Inflation-Protected Bond | 245.61 Mil | 2.89% | 52 | 42 | 16 | 0.710% | — | No Load | Open |
Carillon Chartwell Short Duration HY Fd | CWFIX | High Yield Bond | 243.46 Mil | 4.48% | 27 | 59 | — | 0.490% | $1,000 | No Load | Open |
AB Sustainable Thematic Credit Advisor | STHYX | Corporate Bond | 241.96 Mil | 3.72% | — | — | — | 0.600% | — | No Load | Open |
Sit US Government Securities | SNGVX | Short Government | 241.11 Mil | 3.38% | 77 | 80 | 28 | 0.800% | $5,000 | No Load | Open |
Goldman Sachs Infl Protected Secs Inv | GSTPX | Inflation-Protected Bond | 239.97 Mil | 4.65% | 61 | 73 | 61 | 0.430% | — | No Load | Open |
Goldman Sachs Infl Protected Secs P | GGJPX | Inflation-Protected Bond | 239.97 Mil | 4.72% | 59 | 72 | — | 0.340% | — | No Load | Open |
Fidelity Short Duration High Income | FSAHX | High Yield Bond | 236.93 Mil | 6.12% | 25 | 61 | 78 | 0.640% | — | No Load | Open |
Fidelity Limited Term Government | FFXSX | Short Government | 232.94 Mil | 2.38% | 86 | 84 | 75 | 0.300% | — | No Load | Open |
Western Asset Total Return Uncons FI | WARIX | Nontraditional Bond | 232.42 Mil | 2.69% | 92 | 93 | 85 | 1.100% | — | No Load | Open |
Curasset Capital Management Core Bd Fnds | CMBEX | Intermediate Core Bond | 228.98 Mil | 4.17% | — | — | — | 0.360% | $2,500 | No Load | Open |
Domini Impact Bond Investor | DSBFX | Intermediate Core-Plus Bond | 228.63 Mil | 2.70% | 75 | 50 | 62 | 0.870% | $2,500 | No Load | Open |
VY® BrandywineGLOBAL-Bond Port | VGSBX | Intermediate Core-Plus Bond | 227.89 Mil | 2.22% | 78 | 4 | — | 0.550% | — | No Load | Open |
Voya Floating Rate W | IFRWX | Bank Loan | 227.04 Mil | 9.49% | 85 | 92 | 85 | 0.790% | $1,000 | No Load | Open |
ALPS/Smith Credit Opportunities Inv | SMCVX | Multisector Bond | 220.97 Mil | 5.15% | 54 | — | — | 1.200% | $2,500 | No Load | Open |
Horizon Active Income A | AIHAX | Intermediate Core-Plus Bond | 220.10 Mil | 3.73% | 86 | 89 | — | 1.470% | $2,500 | No Load | Open |
Horizon Active Income Investor | AIMNX | Intermediate Core-Plus Bond | 220.10 Mil | 3.99% | 84 | 87 | 100 | 1.320% | $2,500 | No Load | Open |
JHancock Mgd Acct Shrs IG Corp Bd Port | JMABX | Miscellaneous Fixed Income | 220.02 Mil | 5.57% | 10 | — | — | — | — | No Load | Open |
First Trust Preferred Sec & Inc F | FPEFX | Preferred Stock | 217.45 Mil | 5.40% | 50 | 39 | 14 | 1.300% | $2,500 | No Load | Open |
AB Corporate Income | ACISX | Miscellaneous Fixed Income | 215.45 Mil | 5.11% | 29 | 7 | 13 | — | — | No Load | Open |
Spectrum Low Volatility Investor | SVARX | Nontraditional Bond | 213.92 Mil | 3.34% | 27 | 3 | 1 | 2.620% | $1,000 | No Load | Open |
Knights of Columbus Core Bond S | KCCSX | Intermediate Core Bond | 211.24 Mil | 3.24% | 86 | 70 | — | 0.600% | — | No Load | Open |
VY® BlackRock Inflation Protected Bd S | IBRSX | Inflation-Protected Bond | 210.95 Mil | 3.46% | 76 | 79 | 79 | 0.830% | — | No Load | Open |
Frost Credit Investor | FCFAX | Multisector Bond | 207.95 Mil | 5.90% | 8 | 11 | 4 | 0.980% | $2,500 | No Load | Open |
BrandywineGLOBAL Global Unconst Bond FI | LBAFX | Nontraditional Bond | 206.31 Mil | 3.82% | 85 | 81 | 85 | 1.090% | — | No Load | Open |
Fidelity Focused High Income | FHIFX | High Yield Bond | 205.42 Mil | 4.46% | 83 | 87 | 64 | 0.750% | — | No Load | Open |
Medlst MBS Ttl Rtn Inv | SEMPX | Nontraditional Bond | 205.36 Mil | 8.17% | 34 | 79 | 28 | 1.140% | $2,500 | No Load | Open |
Horizon Tactical Fixed Income Investor | HTFNX | Multisector Bond | 205.04 Mil | 3.46% | — | — | — | 1.230% | $2,500 | No Load | Open |
Horizon Tactical Fixed Income Advisor | HTFAX | Multisector Bond | 205.04 Mil | 3.32% | — | — | — | 1.490% | $2,500 | No Load | Open |
PACE Intermediate Fixed Income P | PCIFX | Intermediate Core Bond | 203.56 Mil | 5.78% | 11 | 16 | 45 | 0.610% | $10,000 | No Load | Open |
Voya VACS Series SC | VVIRX | Multisector Bond | 200.92 Mil | 4.78% | — | — | — | — | — | No Load | Open |
GuidePath® Absolute Return Allc Svc | GPARX | Short-Term Bond | 200.71 Mil | 4.79% | 96 | 95 | 31 | 0.910% | — | No Load | Open |
PIA BBB Bond | PBBBX | Corporate Bond | 199.43 Mil | 3.58% | 46 | 49 | 39 | 0.170% | $1,000 | No Load | Open |
Touchstone Strategic Income Opp Y | TQPYX | Multisector Bond | 197.35 Mil | 4.91% | 47 | 35 | — | 0.750% | $2,500 | No Load | Open |
Amana Participation Investor | AMAPX | Emerging Markets Bond | 196.70 Mil | 2.86% | 24 | 37 | — | 0.800% | $100 | No Load | Open |
Wilshire Income Opportunities Invest | WIORX | Multisector Bond | 195.87 Mil | 2.92% | 94 | 95 | — | 1.160% | $2,500 | No Load | Open |
Knights of Columbus Limited Duration S | KCLSX | Short-Term Bond | 193.93 Mil | 3.04% | 55 | 67 | — | 0.600% | — | No Load | Open |
JHFunds2 High Yield 1 | JIHDX | High Yield Bond | 193.06 Mil | 7.18% | 78 | 66 | 70 | 0.860% | — | No Load | Open |
Guggenheim High Yield P | SIHPX | High Yield Bond | 191.98 Mil | 6.11% | 29 | 45 | — | 0.910% | — | No Load | Open |
Morgan Stanley Pathway Intl F/I | TIFUX | Global Bond-USD Hedged | 191.08 Mil | 0.41% | 58 | 64 | 24 | 0.900% | $1,000 | No Load | Open |
PACE High Yield P | PHYPX | High Yield Bond | 186.93 Mil | 6.20% | 77 | 52 | 42 | 0.880% | $10,000 | 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.