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
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Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| iShares US Long Credit Bond Index | BLCBX | Long-Term Bond | 2.19 Bil | 5.07% | — | — | — | — | — | No Load | Open |
| Voya Intermediate Bond Port S | IPISX | Intermediate Core-Plus Bond | 2.18 Bil | 4.11% | 54 | 58 | 39 | 0.800% | — | No Load | Open |
| American Century High Income G | ACHFX | High Yield Bond | 2.16 Bil | 6.96% | — | — | — | — | — | No Load | Open |
| American Century High Income Investor | AHIVX | High Yield Bond | 2.16 Bil | 6.22% | 48 | 27 | — | 0.780% | $2,500 | No Load | Open |
| Transamerica Core Bond R4 | TMBFX | Intermediate Core Bond | 2.12 Bil | 3.99% | 41 | 52 | 53 | 0.650% | $5,000 | No Load | Open |
| Fidelity Limited Term Bond | FJRLX | Short-Term Bond | 2.11 Bil | 2.60% | 70 | 55 | 40 | 0.300% | — | No Load | Open |
| Fidelity GNMA | FGMNX | Intermediate Government | 2.10 Bil | 3.51% | 42 | 58 | 32 | 0.450% | — | No Load | Open |
| Fidelity Flex US Bond Index | FIBUX | Intermediate Core Bond | 2.06 Bil | 3.14% | 41 | 52 | — | — | — | No Load | Open |
| MoA Core Bond Fund | MABDX | Intermediate Core Bond | 2.06 Bil | 3.07% | 71 | 89 | 55 | 0.430% | $3,000 | No Load | Open |
| Shenkman Capital Short Dur Hi Inc F | SCFFX | High Yield Bond | 2.02 Bil | 5.33% | 11 | 49 | 72 | 0.750% | $1,000 | No Load | Open |
| TIAA-CREF Short-Term Bond Index Advisor | TTBHX | Short-Term Bond | 2.01 Bil | 3.51% | 61 | 77 | — | 0.200% | — | No Load | Open |
| TIAA-CREF Short-Term Bond Index Retail | TRSHX | Short-Term Bond | 2.01 Bil | 3.30% | 72 | 87 | — | 0.370% | $2,500 | No Load | Open |
| TIAA-CREF Short-Term Bond Index Premier | TPSHX | Short-Term Bond | 2.01 Bil | 3.47% | 66 | 78 | — | 0.240% | — | No Load | Open |
| TIAA-CREF Short-Term Bond Index W | TTBWX | Short-Term Bond | 2.01 Bil | 3.71% | 52 | 64 | — | — | — | No Load | Open |
| Goldman Sachs High Yield Fl Rate P | GGNPX | Bank Loan | 2.00 Bil | 8.79% | 45 | 24 | — | 0.730% | — | No Load | Open |
| Goldman Sachs High Yield Fl Rate Inv | GFRIX | Bank Loan | 2.00 Bil | 8.70% | 49 | 30 | 37 | 0.820% | — | No Load | Open |
| Guggenheim Core Bond Fund P | SIUPX | Intermediate Core Bond | 2.00 Bil | 4.17% | 78 | 18 | — | 0.760% | — | No Load | Open |
| Goldman Sachs Core Fixed Income Svc | GSCSX | Intermediate Core Bond | 2.00 Bil | 3.48% | 87 | 66 | 73 | 0.890% | — | No Load | Open |
| Goldman Sachs Core Fixed Income Inv | GDFTX | Intermediate Core Bond | 2.00 Bil | 3.90% | 63 | 31 | 34 | 0.470% | — | No Load | Open |
| Goldman Sachs Core Fixed Income P | GAKPX | Intermediate Core Bond | 2.00 Bil | 4.00% | 56 | 28 | — | 0.380% | — | No Load | Open |
| Catholic Responsible Investments Bd Inv | CRBVX | Intermediate Core-Plus Bond | 1.97 Bil | 4.08% | — | — | — | 0.510% | $5,000 | No Load | Open |
| Lord Abbett Core Plus Bond F3 | LOPLX | Intermediate Core-Plus Bond | 1.97 Bil | 5.50% | 19 | 24 | — | 0.380% | — | No Load | Open |
| Lord Abbett Core Plus Bond F | LPLFX | Intermediate Core-Plus Bond | 1.97 Bil | 5.32% | 22 | 32 | — | 0.550% | — | No Load | Open |
| TIAA-CREF High Yield W | TIHWX | High Yield Bond | 1.97 Bil | 6.55% | 25 | 44 | — | — | — | No Load | Open |
| TIAA-CREF High-Yield Retail | TIYRX | High Yield Bond | 1.97 Bil | 5.91% | 38 | 75 | 47 | 0.660% | $2,500 | No Load | Open |
| TIAA-CREF High Yield Advisor | TIHHX | High Yield Bond | 1.97 Bil | 6.08% | 35 | 65 | — | 0.490% | — | No Load | Open |
| TIAA-CREF High-Yield Premier | TIHPX | High Yield Bond | 1.97 Bil | 6.05% | 35 | 68 | 39 | 0.510% | — | No Load | Open |
| City National Rochdale Fxd Inc Opps N | RIMOX | High Yield Bond | 1.96 Bil | 6.48% | 61 | 93 | 79 | 1.270% | — | No Load | Open |
| Mercer Core Fixed Income Y3 | MCFIX | Intermediate Core-Plus Bond | 1.94 Bil | 3.68% | 49 | 39 | 34 | 0.150% | — | No Load | Open |
| Goldman Sachs Short-Term Cnsrv Inc Inv | GPPOX | Ultrashort Bond | 1.94 Bil | 5.20% | 26 | 37 | — | 0.330% | — | No Load | Open |
| Goldman Sachs Short-Term Cnsrv Inc A | GPAPX | Ultrashort Bond | 1.94 Bil | 5.05% | 38 | 58 | — | 0.480% | $1,000 | No Load | Open |
| Goldman Sachs Short-Term Cnsrv Inc P | GMBPX | Ultrashort Bond | 1.94 Bil | 5.29% | 20 | 27 | — | 0.240% | — | No Load | Open |
| Payden Limited Maturity Adviser | PYLBX | Ultrashort Bond | 1.92 Bil | — | — | — | — | 0.550% | $5,000 | No Load | Open |
| Goldman Sachs High Yield P | GGMPX | High Yield Bond | 1.91 Bil | 6.15% | 85 | 75 | — | 0.670% | — | No Load | Open |
| Goldman Sachs High Yield Inv | GSHTX | High Yield Bond | 1.91 Bil | 6.10% | 85 | 79 | 74 | 0.730% | — | No Load | Open |
| Goldman Sachs High Yield Svc | GSHSX | High Yield Bond | 1.91 Bil | 5.65% | 93 | 93 | 88 | 1.180% | — | No Load | Open |
| American Funds Preservation 529-F-2 | FPPPX | Short-Term Bond | 1.91 Bil | — | 85 | — | — | 0.390% | $250 | No Load | Open |
| American Funds Preservation ABLE-F-2 | CPQGX | Short-Term Bond | 1.91 Bil | 3.80% | 83 | — | — | 0.310% | $250 | No Load | Open |
| American Funds Preservation 529-F-3 | FFPPX | Short-Term Bond | 1.91 Bil | — | 85 | — | — | 0.340% | $250 | No Load | Open |
| American Funds Preservation Port 529F1 | CPPFX | Short-Term Bond | 1.91 Bil | — | 89 | 74 | 70 | 0.710% | $250 | No Load | Open |
| American Funds Preservation Port F1 | PPVFX | Short-Term Bond | 1.91 Bil | 3.53% | 91 | 86 | 86 | 0.660% | $250 | No Load | Open |
| American Funds Preservation Port F2 | PPEFX | Short-Term Bond | 1.91 Bil | 3.80% | 86 | 70 | 66 | 0.390% | $250 | No Load | Open |
| Diamond Hill Short Dur Securitized BdInv | DHEAX | Short-Term Bond | 1.88 Bil | 5.55% | 3 | 5 | — | 0.810% | $2,500 | No Load | Open |
| TCW Total Return Bond N | TGMNX | Intermediate Core-Plus Bond | 1.88 Bil | 6.17% | 98 | 97 | 93 | 0.700% | $2,000 | No Load | Open |
| BrandywineGLOBAL Global Opp Bond FI | GOBFX | Global Bond | 1.87 Bil | 0.41% | 90 | 58 | 43 | 1.000% | — | No Load | Open |
| TIAA-CREF Short-Term Bond Advisor | TCTHX | Short-Term Bond | 1.83 Bil | 3.70% | 21 | 36 | — | 0.360% | — | No Load | Open |
| TIAA-CREF Short-Term Bond Premier | TSTPX | Short-Term Bond | 1.83 Bil | 3.64% | 24 | 39 | 42 | 0.420% | — | No Load | Open |
| TIAA-CREF Short-Term Bond W | TCTWX | Short-Term Bond | 1.83 Bil | 4.05% | 13 | 15 | — | — | — | No Load | Open |
| TIAA-CREF Short-Term Bond Retail | TCTRX | Short-Term Bond | 1.83 Bil | 3.48% | 31 | 51 | 57 | 0.580% | $2,500 | No Load | Open |
| Voya Strategic Income Opportunities W | ISIWX | Nontraditional Bond | 1.83 Bil | 5.35% | 50 | 59 | 21 | 0.610% | $1,000 | 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.