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
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF Core Bond Advisor | TIBHX | Intermediate Core-Plus Bond | 9.86 Bil | 3.86% | 43 | 53 | — | 0.420% | — | No Load | Open |
| TIAA-CREF Core Bond Retail | TIORX | Intermediate Core-Plus Bond | 9.86 Bil | 3.70% | 49 | 60 | 47 | 0.580% | $2,500 | No Load | Open |
| TIAA-CREF Core Bond W | TBBWX | Intermediate Core-Plus Bond | 9.86 Bil | 4.28% | 26 | 30 | — | — | — | No Load | Open |
| TIAA-CREF Core Bond Premier | TIDPX | Intermediate Core-Plus Bond | 9.86 Bil | 3.85% | 44 | 55 | 40 | 0.440% | — | No Load | Open |
| Fidelity Investment Grade Bond | FBNDX | Intermediate Core Bond | 9.81 Bil | 3.73% | 23 | 11 | 7 | 0.450% | — | No Load | Open |
| Baird Short-Term Bond Investor | BSBSX | Short-Term Bond | 9.75 Bil | 3.45% | 45 | 51 | 53 | 0.550% | $2,500 | No Load | Open |
| Lord Abbett Ultra Short Bond F3 | LUBOX | Ultrashort Bond | 9.74 Bil | 4.84% | 32 | 44 | — | 0.230% | — | No Load | Open |
| Lord Abbett Ultra Short Bond F | LUBFX | Ultrashort Bond | 9.74 Bil | 4.70% | 53 | 66 | — | 0.380% | — | No Load | Open |
| Lord Abbett Ultra Short Bond A | LUBAX | Ultrashort Bond | 9.74 Bil | 4.65% | 61 | 73 | — | 0.430% | $1,500 | No Load | Open |
| American Funds Capital World Bond 529-F3 | FWBCX | Global Bond | 9.55 Bil | — | 65 | — | — | 0.540% | $250 | No Load | Open |
| American Funds Capital World Bond 529F | CCWFX | Global Bond | 9.55 Bil | — | 67 | 56 | 42 | 1.090% | $250 | No Load | Open |
| American Funds Capital World Bond 529-F2 | FCWBX | Global Bond | 9.55 Bil | — | 64 | — | — | 0.640% | $250 | No Load | Open |
| American Funds Capital World Bond F2 | BFWFX | Global Bond | 9.55 Bil | 3.07% | 66 | 52 | 37 | 0.600% | $250 | No Load | Open |
| American Funds Capital World Bond F1 | WBFFX | Global Bond | 9.54 Bil | 2.65% | 71 | 59 | 49 | 1.020% | $250 | No Load | Open |
| Fidelity Inflation-Prot Bd Index | FIPDX | Inflation-Protected Bond | 9.47 Bil | 3.58% | 49 | 46 | 20 | 0.050% | — | No Load | Open |
| Baird Intermediate Bond Inv | BIMSX | Intermediate Core Bond | 9.24 Bil | 3.00% | 7 | 7 | 23 | 0.550% | $2,500 | No Load | Open |
| FPA New Income | FPNIX | Short-Term Bond | 8.51 Bil | 4.18% | 9 | 23 | 17 | 0.450% | $1,500 | No Load | Open |
| Artisan High Income Investor | ARTFX | High Yield Bond | 8.43 Bil | 7.37% | 20 | 5 | 1 | 0.960% | $1,000 | No Load | Limited |
| Fidelity Interm Trs Bd Index | FUAMX | Intermediate Government | 8.34 Bil | 2.43% | 73 | 34 | — | 0.030% | — | No Load | Open |
| Voya Intermediate Bond W | IIBWX | Intermediate Core-Plus Bond | 8.30 Bil | 4.14% | 48 | 47 | 27 | 0.470% | $1,000 | No Load | Open |
| T. Rowe Price Ltd Dur Infl Focus Bd | TRBFX | Inflation-Protected Bond | 8.10 Bil | 3.93% | 27 | 38 | 72 | 0.460% | $2,500 | No Load | Open |
| Cohen & Steers Preferred Sec & Inc F | CPXFX | Preferred Stock | 7.85 Bil | 5.67% | 54 | 39 | — | 0.770% | — | No Load | Open |
| Six Circles Credit Opportunities | CRDOX | High Yield Bond | 7.29 Bil | 7.67% | 72 | — | — | 0.290% | — | No Load | Open |
| BBH Limited Duration N | BBBMX | Ultrashort Bond | 7.28 Bil | 4.43% | 19 | 6 | 6 | 0.350% | $5,000 | No Load | Open |
| Fidelity Srs 0-5 Yr Inf-Ptctd Bd Idx | FSTZX | Inflation-Protected Bond | 7.25 Bil | 2.55% | — | — | — | — | — | No Load | Open |
| T. Rowe Price High Yield Adv | PAHIX | High Yield Bond | 6.65 Bil | 6.07% | 61 | 62 | 52 | 1.030% | $2,500 | No Load | Open |
| T. Rowe Price High Yield | PRHYX | High Yield Bond | 6.65 Bil | 6.39% | 52 | 48 | 38 | 0.700% | $2,500 | No Load | Open |
| DoubleLine Core Fixed Income N | DLFNX | Intermediate Core-Plus Bond | 6.62 Bil | 4.56% | 40 | 78 | 54 | 0.730% | $2,000 | No Load | Open |
| Guggenheim Macro Opportunities P | GIOPX | Nontraditional Bond | 6.53 Bil | 6.11% | 45 | 30 | — | 1.350% | — | No Load | Open |
| Fidelity Conservative Income Bond | FCNVX | Ultrashort Bond | 6.43 Bil | 5.18% | 20 | 31 | 49 | 0.250% | — | No Load | Open |
| Baird Ultra Short Bond Investor | BUBSX | Ultrashort Bond | 6.33 Bil | 4.77% | 52 | 50 | 61 | 0.400% | $2,500 | No Load | Open |
| TIAA-CREF Core Impact Bond Advisor | TSBHX | Intermediate Core Bond | 6.18 Bil | 3.92% | 36 | 41 | — | 0.430% | — | No Load | Open |
| TIAA-CREF Core Impact Bond Premier | TSBPX | Intermediate Core Bond | 6.18 Bil | 3.80% | 57 | 58 | 17 | 0.550% | — | No Load | Open |
| TIAA-CREF Core Impact Bond Retail | TSBRX | Intermediate Core Bond | 6.18 Bil | 3.74% | 63 | 66 | 23 | 0.630% | $2,500 | No Load | Open |
| T. Rowe Price Intl Bd (USD Hdgd) Adv | TTABX | Global Bond-USD Hedged | 6.05 Bil | 2.39% | 35 | 36 | — | 0.990% | $2,500 | No Load | Open |
| T. Rowe Price Intl Bd (USD Hdgd) | TNIBX | Global Bond-USD Hedged | 6.05 Bil | 2.60% | 29 | 29 | — | 0.750% | $2,500 | No Load | Open |
| American Century Diversified Bond Inv | ADFIX | Intermediate Core Bond | 6.01 Bil | 4.02% | 72 | 59 | 68 | 0.600% | $2,500 | No Load | Open |
| American Century Diversified Bond G | ACDOX | Intermediate Core Bond | 6.01 Bil | 4.60% | — | — | — | 0.010% | — | No Load | Open |
| Fidelity SAI Low Duration Income | FZOLX | Ultrashort Bond | 6.00 Bil | 4.26% | 38 | — | — | 0.200% | — | No Load | Open |
| Vanguard Interm-Term Treasury Inv | VFITX | Intermediate Government | 5.95 Bil | 3.70% | 21 | 6 | 10 | 0.200% | $3,000 | No Load | Open |
| Vanguard Short-Term Treasury Inv | VFISX | Short Government | 5.94 Bil | 4.16% | 52 | 41 | 54 | 0.200% | $3,000 | No Load | Open |
| T. Rowe Price Spectrum Income | RPSIX | Multisector Bond | 5.84 Bil | 4.44% | 71 | 57 | 49 | 0.620% | $2,500 | No Load | Open |
| Eaton Vance Floating-Rate Advantage Adv | EVFAX | Bank Loan | 5.67 Bil | 9.32% | 31 | 31 | 4 | 1.000% | $1,000 | No Load | Open |
| DoubleLine Low Duration Bond N | DLSNX | Short-Term Bond | 5.63 Bil | 4.44% | 8 | 32 | 22 | 0.670% | $2,000 | No Load | Open |
| AB Global Bond Advisor | ANAYX | Global Bond-USD Hedged | 5.62 Bil | 3.46% | 41 | 68 | 44 | 0.550% | — | No Load | Open |
| Columbia Strategic Income Adv | CMNRX | Nontraditional Bond | 5.37 Bil | 5.61% | 77 | 55 | 21 | 0.680% | $2,000 | No Load | Open |
| Pioneer Multi-Asset Ultrashort Income A | MAFRX | Ultrashort Bond | 5.36 Bil | 5.98% | 6 | 21 | 23 | 0.600% | $1,000 | No Load | Open |
| Osterweis Strategic Income | OSTIX | High Yield Bond | 5.31 Bil | 5.72% | 4 | 11 | 18 | 0.860% | $5,000 | No Load | Open |
| Lord Abbett Floating Rate F | LFRFX | Bank Loan | 4.96 Bil | 8.51% | 15 | 52 | 29 | 0.700% | — | No Load | Open |
| Lord Abbett Floating Rate F3 | LFROX | Bank Loan | 4.96 Bil | 8.66% | 11 | 44 | — | 0.540% | — | 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.