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
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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 American High-Inc 529-F-3 | FTAHX | High Yield Bond | 19.53 Bil | — | 18 | — | — | 0.380% | $250 | No Load | Open |
| American Funds Strategic Bond 529-F-1 | CANFX | Intermediate Core-Plus Bond | 19.06 Bil | — | 92 | 17 | — | 0.750% | $250 | No Load | Open |
| American Funds Strategic Bond F-2 | ANBFX | Intermediate Core-Plus Bond | 19.06 Bil | 3.41% | 92 | 15 | — | 0.420% | $250 | No Load | Open |
| American Funds Strategic Bond 529-F-3 | FBSSX | Intermediate Core-Plus Bond | 19.06 Bil | — | 91 | — | — | 0.370% | $250 | No Load | Open |
| American Funds Strategic Bond 529-F-2 | FSBMX | Intermediate Core-Plus Bond | 19.06 Bil | — | 91 | — | — | 0.400% | $250 | No Load | Open |
| American Funds Strategic Bond F-1 | ANBEX | Intermediate Core-Plus Bond | 19.06 Bil | 3.05% | 95 | 29 | — | 0.690% | $250 | No Load | Open |
| BlackRock Total Return Svc | MSHQX | Intermediate Core-Plus Bond | 18.49 Bil | 4.02% | 73 | 60 | 55 | 0.760% | $5,000 | No Load | Open |
| American Funds US Gov Sec 529-F-3 | FSUUX | Intermediate Government | 18.34 Bil | — | 16 | — | — | 0.310% | $250 | No Load | Open |
| American Funds US Government Sec F1 | UGSFX | Intermediate Government | 18.34 Bil | 3.92% | 42 | 21 | 25 | 0.680% | $250 | No Load | Open |
| American Funds US Gov Sec 529-F-2 | FSUGX | Intermediate Government | 18.34 Bil | — | 25 | — | — | 0.380% | $250 | No Load | Open |
| American Funds US Government Sec 529F1 | CGTFX | Intermediate Government | 18.34 Bil | — | 28 | 5 | 14 | 0.730% | $250 | No Load | Open |
| American Funds US Government Sec F2 | GVTFX | Intermediate Government | 18.34 Bil | 4.23% | 24 | 3 | 2 | 0.360% | $250 | No Load | Open |
| Bridge Builder Core Bond | BBTBX | Intermediate Core Bond | 16.43 Bil | 4.01% | 21 | 15 | 6 | 0.130% | — | No Load | Open |
| T. Rowe Price New Income | PRCIX | Intermediate Core Bond | 16.42 Bil | 4.04% | 89 | 86 | 73 | 0.440% | $2,500 | No Load | Open |
| T. Rowe Price New Income Adv | PANIX | Intermediate Core Bond | 16.42 Bil | 3.51% | 96 | 96 | 91 | 0.810% | $2,500 | No Load | Open |
| Fidelity SAI US Treasury Bd Idx | FUTBX | Intermediate Government | 15.97 Bil | 2.27% | 46 | 35 | — | 0.030% | — | No Load | Open |
| Vanguard Long-Term Investment-Grade Inv | VWESX | Long-Term Bond | 15.79 Bil | 4.73% | 65 | 72 | 58 | 0.210% | $3,000 | No Load | Open |
| Vanguard GNMA Inv | VFIIX | Intermediate Government | 15.07 Bil | 3.36% | 34 | 50 | 21 | 0.210% | $3,000 | No Load | Open |
| American Funds Multi-Sector Income 529F3 | CMBQX | Multisector Bond | 14.24 Bil | — | 31 | — | — | 0.430% | $250 | No Load | Open |
| American Funds Multi-Sector Income F-2 | MIAYX | Multisector Bond | 14.24 Bil | 6.24% | 32 | 13 | — | 0.480% | $250 | No Load | Open |
| American Funds Multi-Sector Income 529F1 | CMBOX | Multisector Bond | 14.24 Bil | — | 35 | — | — | 0.810% | $250 | No Load | Open |
| American Funds Multi-Sector Income 529F2 | CMBPX | Multisector Bond | 14.24 Bil | — | 33 | — | — | 0.480% | $250 | No Load | Open |
| American Funds Multi-Sector Income F-1 | MIAWX | Multisector Bond | 14.24 Bil | 5.97% | 42 | — | — | 0.750% | $250 | No Load | Open |
| Fidelity Floating Rate High Income | FFRHX | Bank Loan | 13.80 Bil | 8.41% | 10 | 6 | 10 | 0.680% | — | No Load | Open |
| American Funds Inflation Linked Bd 529F2 | FIBLX | Inflation-Protected Bond | 13.54 Bil | — | 87 | — | — | 0.380% | $250 | No Load | Open |
| American Funds Inflation Linked Bd 529F3 | FLIBX | Inflation-Protected Bond | 13.54 Bil | — | 87 | — | — | 0.350% | $250 | No Load | Open |
| American Funds Inflation Linked Bd F1 | BFIFX | Inflation-Protected Bond | 13.53 Bil | 0.71% | 89 | 82 | — | 0.670% | $250 | No Load | Open |
| American Funds Inflation Linked Bd 529F1 | CNLFX | Inflation-Protected Bond | 13.53 Bil | — | 88 | 79 | — | 0.720% | $250 | No Load | Open |
| American Funds Inflation Linked Bd F2 | BFIGX | Inflation-Protected Bond | 13.53 Bil | 1.13% | 87 | 74 | — | 0.390% | $250 | No Load | Open |
| Fidelity Strategic Income | FADMX | Multisector Bond | 13.46 Bil | 4.38% | 41 | 27 | — | 0.660% | — | No Load | Open |
| Western Asset Core Bond FI | WAPIX | Intermediate Core Bond | 13.14 Bil | 3.58% | 99 | 97 | 66 | 0.810% | — | No Load | Open |
| Fidelity Capital & Income | FAGIX | High Yield Bond | 12.90 Bil | 5.18% | 12 | 1 | 1 | 0.690% | — | No Load | Open |
| Vanguard Ultra-Short-Term Bond Investor | VUBFX | Ultrashort Bond | 12.31 Bil | 4.52% | 80 | 65 | — | 0.200% | $3,000 | No Load | Open |
| AB Municipal Income | MISHX | Miscellaneous Fixed Income | 12.14 Bil | 4.30% | 4 | 3 | 5 | — | — | No Load | Open |
| Six Circles Global Bond | CGLBX | Global Bond | 11.90 Bil | 3.16% | 11 | — | — | 0.120% | — | No Load | Open |
| Loomis Sayles Investment Grade Bond Adm | LIGAX | Intermediate Core-Plus Bond | 11.68 Bil | 4.03% | 16 | 6 | 34 | 0.990% | — | No Load | Open |
| American Funds ST Bd Fd of Amer 529F1 | CFAMX | Short-Term Bond | 11.44 Bil | — | 58 | 75 | 85 | 0.730% | $250 | No Load | Open |
| American Funds ST Bd Fd of Amer F1 | ASBFX | Short-Term Bond | 11.44 Bil | 3.54% | 69 | 87 | 92 | 0.670% | $250 | No Load | Open |
| American Funds ST Bd Fd of Amer F2 | SBFFX | Short-Term Bond | 11.44 Bil | 3.82% | 54 | 69 | 81 | 0.400% | $250 | No Load | Open |
| American Funds ST Bd Fd of Amer 529-F-2 | FTSBX | Short-Term Bond | 11.44 Bil | — | 54 | — | — | 0.390% | $250 | No Load | Open |
| American Funds ST Bd Fd of Amer 529-F-3 | FFTSX | Short-Term Bond | 11.44 Bil | — | 53 | — | — | 0.350% | $250 | No Load | Open |
| Morgan Stanley Instl Ultr-Shrt Inc A | MUAIX | Ultrashort Bond | 11.15 Bil | 5.31% | 22 | 65 | — | 0.400% | $1,000 | No Load | Open |
| Vanguard Core Bond Investor | VCORX | Intermediate Core Bond | 10.93 Bil | 4.25% | 32 | 16 | — | 0.200% | $3,000 | No Load | Open |
| Fidelity Series Intl Dev Mkts Bd Idx | FSTQX | Global Bond-USD Hedged | 10.14 Bil | 3.84% | — | — | — | — | — | No Load | Open |
| American Funds Mortgage 529-F-2 | FFMFX | Intermediate Government | 10.14 Bil | — | 15 | — | — | 0.420% | $250 | No Load | Open |
| American Funds Mortgage 529-F-3 | FMMFX | Intermediate Government | 10.14 Bil | — | 13 | — | — | 0.320% | $250 | No Load | Open |
| American Funds Mortgage 529F1 | CMFFX | Intermediate Government | 10.14 Bil | — | 20 | 23 | 12 | 0.690% | $250 | No Load | Open |
| American Funds Mortgage F2 | MFAFX | Intermediate Government | 10.14 Bil | 4.53% | 14 | 19 | 2 | 0.380% | $250 | No Load | Open |
| American Funds Mortgage F1 | MFAEX | Intermediate Government | 10.14 Bil | 4.26% | 31 | 29 | 21 | 0.630% | $250 | No Load | Open |
| Fidelity Srs 5+ Yr Inf-Ptctd Bd Idx | FSTDX | Inflation-Protected Bond | 10.05 Bil | 3.37% | — | — | — | — | — | 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.