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 %
Short-Term Bond
0.750
1
2
High Yield Bond
1.480
34
1
99
Nontraditional Bond
1.330
35
64
Intermediate Core Bond
0.740
81
92
65
Short-Term Bond
0.710
59
76
45
Short-Term Bond
0.750
41
54
3
Multisector Bond
0.780
27
High Yield Bond
2.690
13
63
91
Short-Term Bond
0.900
2
8
7
High Yield Bond
0.490
79
94
Short-Term Bond
0.870
28
32
28
Short Government
1.240
50
66
51
Intermediate Core-Plus Bond
1.190
85
95
96
Emerging Markets Bond
0.930
Multisector Bond
0.600
82
79
Preferred Stock
0.010
Intermediate Core Bond
0.530
14
10
26
Corporate Bond
0.650
20
9
36
Emerging Markets Bond
1.100
73
53
54
Bank Loan
1.030
56
32
21
High Yield Bond
1.000
33
58
21
High Yield Bond
1.000
64
79
50
Nontraditional Bond
0.720
1
4
Intermediate Core-Plus Bond
0.920
80
91
70
Short-Term Bond
0.520
56
66
73
Nontraditional Bond
0.930
9
13
2
Intermediate Core-Plus Bond
0.500
4
8
22
Intermediate Government
0.170
19
12
21
Ultrashort Bond
0.250
35
52
57
Intermediate Core Bond
0.620
57
24
18
Short Government
0.680
61
64
35
Intermediate Government
1.000
87
Intermediate Core-Plus Bond
0.600
90
Nontraditional Bond
1.950
15
4
High Yield Bond
0.790
63
44
High Yield Bond
0.910
Short-Term Bond
0.660
13
20
21
High Yield Bond
0.790
90
58
Intermediate Core Bond
0.150
91
World Bond-USD Hedged
0.260
93
90
79
World Bond-USD Hedged
0.290
World Bond-USD Hedged
0.280
Inflation-Protected Bond
0.110
13
14
8
Intermediate Government
0.120
4
3
3
Intermediate Core Bond
0.220
6
17
Inflation-Protected Bond
0.150
3
1
Ultrashort Bond
0.170
83
83
77
Short-Term Bond
0.220
73
42
Short-Term Bond
0.220
79
65
43
Short Government
0.190
96
91
58
Intermediate Core Bond
0.270
8
Short-Term Bond
0.200
44
25
Short-Term Bond
0.210
97
98
97
World Bond-USD Hedged
0.170
99
100
100
Ultrashort Bond
0.200
95
96
85
World Bond-USD Hedged
0.200
26
17
World Bond-USD Hedged
0.780
79
64
81
Emerging Markets Bond
0.910
59
78
99
Bank Loan
0.810
48
87
81
Intermediate Government
0.550
69
66
67
High Yield Bond
0.600
16
21
10
High Yield Bond
0.950
20
33
28
Short-Term Bond
0.530
22
23
38
Intermediate Core-Plus Bond
0.590
44
33
58
Short Government
1.050
81
93
88
High Yield Bond
1.900
92
82
Corporate Bond
0.570
9
14
9
Intermediate Core-Plus Bond
0.700
18
25
48
Emerging Markets Bond
1.290
16
10
Long-Term Bond
0.570
76
66
9
Bank Loan
0.690
4
53
80
Bank Loan
0.740
19
46
High Yield Bond
1.160
38
61
59
High Yield Bond
0.690
16
22
38
Corporate Bond
0.920
32
65
72
Ultrashort Bond
0.400
63
Short-Term Bond
0.360
45
61
Multisector Bond
0.840
26
68
65
Multisector Bond
0.890
30
52
Intermediate Core-Plus Bond
0.800
93
Short-Term Bond
0.940
90
Preferred Stock
1.170
49
21
Intermediate Core Bond
0.350
12
High Yield Bond
0.920
4
9
12
High Yield Bond
0.550
1
2
Short-Term Bond
0.400
15
World Bond
0.450
1
1
Intermediate Core-Plus Bond
0.420
17
16
27
Intermediate Core-Plus Bond
0.870
26
43
90

Sponsor Center