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
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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
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Federal Inv | VSGBX | Short Government | 4.78 Bil | 3.45% | 57 | 32 | 17 | 0.200% | $3,000 | No Load | Open |
| Eaton Vance Floating Rate Adv | EABLX | Bank Loan | 4.75 Bil | 8.56% | 60 | 56 | 40 | 1.010% | $1,000 | No Load | Open |
| T. Rowe Price Short-Term Bond | PRWBX | Short-Term Bond | 4.70 Bil | 3.39% | 53 | 49 | 58 | 0.460% | $2,500 | No Load | Open |
| T. Rowe Price Short-Term Bond Advisor | PASHX | Short-Term Bond | 4.70 Bil | 3.07% | 62 | 62 | 79 | 0.740% | $2,500 | No Load | Open |
| T. Rowe Price US Trs LongTerm Idx | PRULX | Long Government | 4.68 Bil | 3.52% | 71 | 55 | 58 | 0.290% | $2,500 | No Load | Open |
| TIAA-CREF Core Plus Bond W | TCBWX | Intermediate Core-Plus Bond | 4.66 Bil | 4.58% | 19 | 16 | — | — | — | No Load | Open |
| TIAA-CREF Core Plus Bond Premier | TBPPX | Intermediate Core-Plus Bond | 4.66 Bil | 4.14% | 32 | 38 | 24 | 0.450% | — | No Load | Open |
| TIAA-CREF Core Plus Bond Retail | TCBPX | Intermediate Core-Plus Bond | 4.66 Bil | 3.96% | 37 | 46 | 33 | 0.620% | $2,500 | No Load | Open |
| TIAA-CREF Core Plus Bond Advisor | TCBHX | Intermediate Core-Plus Bond | 4.66 Bil | 4.20% | 29 | 34 | — | 0.380% | — | No Load | Open |
| iShares US Securitized Bond Index | BISBX | Intermediate Core Bond | 4.65 Bil | 3.59% | — | — | — | 0.020% | — | No Load | Open |
| iShares US Intermediate Gov Bd Idx | BIGBX | Intermediate Government | 4.57 Bil | 2.60% | — | — | — | — | — | No Load | Open |
| Schwab US Aggregate Bond Index | SWAGX | Intermediate Core Bond | 4.53 Bil | 3.43% | 46 | 60 | — | 0.040% | — | No Load | Open |
| Victory Income | USAIX | Intermediate Core-Plus Bond | 4.42 Bil | 3.88% | 18 | 12 | 11 | 0.580% | $3,000 | No Load | Open |
| Victory Core Plus Intermediate Bond Fund | USIBX | Intermediate Core-Plus Bond | 4.36 Bil | 4.26% | 14 | 6 | 6 | 0.660% | $3,000 | No Load | Open |
| Loomis Sayles Bond Retail | LSBRX | Multisector Bond | 4.36 Bil | 5.13% | 82 | 93 | 95 | 0.910% | $2,500 | No Load | Open |
| Loomis Sayles Bond Admin | LBFAX | Multisector Bond | 4.35 Bil | 4.91% | 86 | 96 | 97 | 1.140% | — | No Load | Open |
| Lord Abbett Income F3 | LOGVX | Corporate Bond | 4.32 Bil | 5.34% | 23 | 19 | — | 0.460% | — | No Load | Open |
| Lord Abbett Income F | LAUFX | Corporate Bond | 4.32 Bil | 5.20% | 30 | 41 | 27 | 0.630% | — | No Load | Open |
| American Funds College Enrollment 529-F2 | FAADX | Short-Term Bond | 4.27 Bil | — | 85 | — | — | 0.420% | $250 | No Load | Open |
| American Funds College Enrollment 529F1 | CENFX | Short-Term Bond | 4.27 Bil | — | 88 | 74 | 68 | 0.730% | $250 | No Load | Open |
| Neuberger Berman Strategic Income Tr | NSTTX | Multisector Bond | 4.23 Bil | 5.01% | 58 | 49 | 59 | 0.960% | $1,000 | No Load | Limited |
| Fidelity Long-Term Trs Bd Index | FNBGX | Long Government | 4.23 Bil | 3.39% | 37 | 27 | — | 0.030% | — | No Load | Open |
| Guggenheim Limited Duration P | GILPX | Short-Term Bond | 4.21 Bil | 4.18% | 17 | 17 | — | 0.720% | — | No Load | Open |
| Fidelity New Markets Income | FNMIX | Emerging Markets Bond | 4.16 Bil | 5.21% | 15 | 52 | 37 | 0.790% | — | No Load | Open |
| T. Rowe Price Instl Floating Rate F | PFFRX | Bank Loan | 4.11 Bil | 8.66% | 21 | 11 | 7 | 0.700% | $2,500 | No Load | Open |
| Strategic Advisers Short Duration | FAUDX | Ultrashort Bond | 4.00 Bil | 4.41% | 80 | 56 | 45 | 0.240% | — | No Load | Open |
| T. Rowe Price Emerging Markets Bond Adv | PAIKX | Emerging Markets Bond | 3.98 Bil | 5.03% | 70 | 87 | — | 1.150% | $2,500 | No Load | Open |
| T. Rowe Price Emerging Markets Bond | PREMX | Emerging Markets Bond | 3.98 Bil | 5.19% | 66 | 83 | 57 | 0.990% | $2,500 | No Load | Open |
| T. Rowe Price Dynamic Global Bond Inv | RPIEX | Nontraditional Bond | 3.93 Bil | 4.32% | 69 | 52 | — | 0.720% | $2,500 | No Load | Open |
| T. Rowe Price Dynamic Global Bond Adv | PAIEX | Nontraditional Bond | 3.93 Bil | 4.15% | 76 | 58 | — | 0.910% | $2,500 | No Load | Open |
| Janus Henderson Multi-Sector Income T | JMUTX | Multisector Bond | 3.84 Bil | 6.69% | 59 | 42 | 15 | 0.860% | $2,500 | No Load | Open |
| Janus Henderson Multi-Sector Income D | JMUDX | Multisector Bond | 3.84 Bil | 6.79% | 56 | 38 | 13 | 0.770% | $2,500 | No Load | Open |
| Janus Henderson Multi-Sector Income S | JMUSX | Multisector Bond | 3.84 Bil | 6.41% | 65 | 51 | 22 | 1.140% | $2,500 | No Load | Open |
| TCW Emerging Markets Income N | TGINX | Emerging Markets Bond | 3.72 Bil | 5.13% | 83 | 84 | 63 | 0.950% | $2,000 | No Load | Open |
| Bernstein Intermediate Duration | SNIDX | Intermediate Core Bond | 3.69 Bil | 3.97% | 58 | 71 | 34 | 0.580% | $25,000 | No Load | Open |
| AB Intermediate Duration Advisor | IDPYX | Intermediate Core Bond | 3.69 Bil | 3.90% | 66 | — | — | 0.660% | — | No Load | Open |
| AB Intermediate Duration Z | IDPZX | Intermediate Core Bond | 3.69 Bil | 4.00% | 61 | — | — | 0.570% | — | No Load | Open |
| Lord Abbett Short Duration High Yield F3 | LSYNX | High Yield Bond | 3.68 Bil | 8.10% | 5 | — | — | 0.360% | — | No Load | Open |
| Lord Abbett Short Duration High Yield F | LSYFX | High Yield Bond | 3.68 Bil | 8.05% | 7 | — | — | 0.450% | — | No Load | Open |
| Fidelity Intermediate Bond | FTHRX | Intermediate Core Bond | 3.65 Bil | 3.16% | 6 | 5 | 18 | 0.450% | — | No Load | Open |
| Lord Abbett High Yield F3 | LHYOX | High Yield Bond | 3.63 Bil | 6.92% | 90 | 79 | — | 0.610% | — | No Load | Open |
| Lord Abbett High Yield F | LHYFX | High Yield Bond | 3.63 Bil | 6.71% | 93 | 84 | 39 | 0.820% | — | No Load | Open |
| Empower Bond Index Inv | MXBIX | Intermediate Core Bond | 3.60 Bil | 1.52% | 89 | 87 | 83 | 0.500% | — | No Load | Open |
| T. Rowe Price Floating Rate Adv | PAFRX | Bank Loan | 3.51 Bil | 8.28% | 30 | 29 | 23 | 0.970% | $2,500 | No Load | Open |
| T. Rowe Price Floating Rate | PRFRX | Bank Loan | 3.51 Bil | 8.47% | 22 | 19 | 15 | 0.780% | $2,500 | No Load | Open |
| Fidelity Shrt-Term Trs Bd Index | FUMBX | Short Government | 3.43 Bil | 1.77% | 68 | 46 | — | 0.030% | — | No Load | Open |
| Lord Abbett Total Return F | LTRFX | Intermediate Core-Plus Bond | 3.39 Bil | 4.71% | 43 | 57 | 52 | 0.550% | — | No Load | Open |
| Lord Abbett Total Return F3 | LTROX | Intermediate Core-Plus Bond | 3.39 Bil | 4.91% | 35 | 44 | — | 0.350% | — | No Load | Open |
| CCM Community Impact Bond Retail | CRATX | Intermediate Core Bond | 3.38 Bil | 2.73% | 22 | 84 | 85 | 0.790% | $2,500 | No Load | Open |
| Fidelity SAI Long-Term Treasury Bd Idx | FBLTX | Long Government | 3.35 Bil | 3.49% | 77 | 69 | — | 0.030% | — | 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.