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
|
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 Century Global Bond Inv | AGBVX | Global Bond-USD Hedged | 3.21 Bil | 1.89% | 84 | 91 | 69 | 0.840% | $2,500 | No Load | Open |
| American Century Global Bond G | AGBGX | Global Bond-USD Hedged | 3.21 Bil | 2.67% | 55 | 51 | — | 0.010% | — | No Load | Open |
| Vanguard Emerging Markets Bond Investor | VEMBX | Emerging Markets Bond | 3.18 Bil | 6.93% | 13 | 6 | — | 0.550% | $3,000 | No Load | Open |
| Fidelity SAI Short-Term Bond | FZOMX | Short-Term Bond | 3.15 Bil | 3.67% | 40 | — | — | 0.210% | — | No Load | Open |
| AB High Income Advisor | AGDYX | High Yield Bond | 3.11 Bil | 7.37% | 33 | 47 | 42 | 0.590% | — | No Load | Open |
| iShares US Intermediate Credit Bond Idx | BICBX | Intermediate Core Bond | 3.10 Bil | 3.87% | — | — | — | — | — | No Load | Open |
| Frost Total Return Bond Investor | FATRX | Short-Term Bond | 3.06 Bil | 5.18% | 7 | 10 | 4 | 0.720% | $2,500 | No Load | Open |
| Vanguard Long-Term Treasury Inv | VUSTX | Long Government | 3.04 Bil | 3.54% | 54 | 29 | 33 | 0.200% | $3,000 | No Load | Open |
| JHancock Strategic Income Opps NAV | JHSEX | Multisector Bond | 3.00 Bil | 3.43% | 83 | 56 | 68 | 0.660% | — | No Load | Open |
| Lord Abbett Core Fixed Income F3 | LCROX | Intermediate Core Bond | 3.00 Bil | 4.75% | 30 | 29 | — | 0.300% | — | No Load | Open |
| Lord Abbett Core Fixed Income F | LCRFX | Intermediate Core Bond | 3.00 Bil | 4.59% | 34 | 37 | 50 | 0.460% | — | No Load | Open |
| TIAA-CREF Inflation Link Bd Premier | TIKPX | Inflation-Protected Bond | 2.97 Bil | 3.57% | 32 | 32 | 40 | 0.400% | — | No Load | Open |
| TIAA-CREF Inflation Link Bd W | TIIWX | Inflation-Protected Bond | 2.97 Bil | 4.06% | 27 | 20 | — | — | — | No Load | Open |
| TIAA-CREF Inflation Link Bd Retail | TCILX | Inflation-Protected Bond | 2.97 Bil | 3.51% | 34 | 41 | 61 | 0.560% | $2,500 | No Load | Open |
| TIAA-CREF Inflation Link Bd Advisor | TIIHX | Inflation-Protected Bond | 2.96 Bil | 3.64% | 31 | 31 | — | 0.350% | — | No Load | Open |
| Columbia Total Return Bond Adv | CBNRX | Intermediate Core-Plus Bond | 2.89 Bil | 4.77% | 95 | 39 | 26 | 0.490% | $2,000 | No Load | Open |
| Federated Hermes Ultrashort Bond A | FULAX | Ultrashort Bond | 2.86 Bil | 3.64% | 80 | 62 | 65 | 0.520% | $1,500 | No Load | Open |
| ALPS/Smith Total Return Bond Investor | SMTRX | Intermediate Core-Plus Bond | 2.86 Bil | 4.07% | 30 | 27 | — | 0.890% | $2,500 | No Load | Open |
| Dodge & Cox Global Bond X | DOXLX | Global Bond | 2.79 Bil | 3.64% | — | — | — | 0.370% | $2,500 | No Load | Open |
| Dodge & Cox Global Bond I | DODLX | Global Bond | 2.79 Bil | 3.57% | 4 | 4 | — | 0.450% | $2,500 | No Load | Open |
| Fidelity High Income | SPHIX | High Yield Bond | 2.72 Bil | 5.51% | 73 | 92 | 59 | 0.740% | — | No Load | Open |
| Loomis Sayles Strategic Income Admin | NEZAX | Multisector Bond | 2.72 Bil | 5.43% | 89 | 95 | 96 | 1.180% | — | No Load | Open |
| iShares US Aggregate Bond Index Inv A | BMOAX | Intermediate Core Bond | 2.70 Bil | 3.04% | 69 | 78 | 73 | 0.350% | $1,000 | No Load | Open |
| American Century Inflation-Adjs Bond G | AINGX | Inflation-Protected Bond | 2.66 Bil | 4.92% | 47 | 43 | — | 0.050% | — | No Load | Open |
| American Century Inflation Adjs Bond Inv | ACITX | Inflation-Protected Bond | 2.66 Bil | 4.45% | 73 | 80 | 75 | 0.510% | $2,500 | No Load | Open |
| Northern High Yield Fixed Income | NHFIX | High Yield Bond | 2.63 Bil | 6.64% | 54 | 31 | 41 | 0.600% | $2,500 | No Load | Open |
| Eaton Vance Short Duration Gov Inc Adv | EASDX | Short Government | 2.61 Bil | 5.93% | — | — | — | 1.020% | $1,000 | No Load | Open |
| Janus Henderson Flexible Bond S | JADFX | Intermediate Core-Plus Bond | 2.61 Bil | 3.96% | 75 | 50 | 81 | 0.950% | $2,500 | No Load | Open |
| Janus Henderson Flexible Bond D | JANFX | Intermediate Core-Plus Bond | 2.61 Bil | 4.33% | 59 | 31 | 51 | 0.570% | $2,500 | No Load | Limited |
| Janus Henderson Flexible Bond T | JAFIX | Intermediate Core-Plus Bond | 2.61 Bil | 4.21% | 66 | 34 | 60 | 0.700% | $2,500 | No Load | Open |
| GuideStone Funds Medium-Duration Bd Inv | GMDZX | Intermediate Core-Plus Bond | 2.59 Bil | 3.46% | 79 | 76 | 72 | 0.670% | $1,000 | No Load | Open |
| Schwab Treasury Infl Protected Secs Idx | SWRSX | Inflation-Protected Bond | 2.58 Bil | 3.31% | 53 | 49 | 34 | 0.050% | — | No Load | Open |
| Fidelity Government Income | FGOVX | Intermediate Government | 2.57 Bil | 2.76% | 69 | 54 | 56 | 0.450% | — | No Load | Open |
| VALIC Company I Core Bond | VCBDX | Intermediate Core-Plus Bond | 2.57 Bil | 3.66% | 60 | 50 | 50 | 0.500% | — | No Load | Open |
| AB Income Advisor | ACGYX | Intermediate Core-Plus Bond | 2.57 Bil | 4.92% | 74 | 73 | — | 0.510% | — | No Load | Open |
| Metropolitan West Unconstrained Bd M | MWCRX | Nontraditional Bond | 2.49 Bil | 6.35% | 69 | 69 | 60 | 1.050% | $5,000 | No Load | Open |
| BlackRock Allocation Target Shrs Ser A | BATAX | Miscellaneous Fixed Income | 2.49 Bil | 5.97% | 5 | 8 | — | 0.010% | — | No Load | Open |
| Northern Tax-Advantaged U/S Fxd Inc | NTAUX | Ultrashort Bond | 2.47 Bil | 2.94% | 90 | 89 | 88 | 0.250% | $2,500 | No Load | Open |
| Victory Short-Term Bond | USSBX | Short-Term Bond | 2.45 Bil | 3.97% | 8 | 8 | 10 | 0.590% | $3,000 | No Load | Open |
| PIMCO Short Asset Investment A | PAIAX | Ultrashort Bond | 2.42 Bil | 4.85% | 63 | 82 | 65 | 0.700% | $1,000 | No Load | Open |
| Old Westbury Credit Income | OWCIX | Multisector Bond | 2.41 Bil | 5.60% | 97 | — | — | 0.910% | $1,000 | No Load | Open |
| Fidelity Short-Term Bond Index | FNSOX | Short-Term Bond | 2.39 Bil | 1.79% | 85 | 79 | — | 0.030% | — | No Load | Open |
| Western Asset SMASh Series Cor Pl Cmpltn | LMECX | Miscellaneous Fixed Income | 2.35 Bil | 6.41% | 100 | 100 | 97 | — | — | No Load | Open |
| iShares US Long Government Bond Idx | BLGBX | Long Government | 2.34 Bil | 3.77% | — | — | — | — | — | No Load | Open |
| Fidelity Short-Term Bond | FSHBX | Short-Term Bond | 2.32 Bil | 3.41% | 40 | 54 | 62 | 0.300% | — | No Load | Open |
| Northern Bond Index | NOBOX | Intermediate Core Bond | 2.25 Bil | 3.41% | 47 | 62 | 56 | 0.070% | $2,500 | No Load | Open |
| T. Rowe Price Ultra Short-Term Bond | TRBUX | Ultrashort Bond | 2.23 Bil | 4.39% | 51 | 13 | 15 | 0.310% | $2,500 | No Load | Open |
| Columbia Mortgage Opportunities Adv | CLMFX | Nontraditional Bond | 2.22 Bil | 6.54% | 98 | 83 | — | 0.770% | $2,000 | No Load | Open |
| Russell Inv Strategic Bond S | RFCTX | Intermediate Core-Plus Bond | 2.20 Bil | 2.39% | 91 | 80 | 69 | 0.570% | — | No Load | Open |
| Russell Inv Strategic Bond M | RSYTX | Intermediate Core-Plus Bond | 2.20 Bil | 2.45% | 88 | 77 | — | 0.470% | — | 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.