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 %
Intermediate Core Bond
1.190
62
70
83
Multisector Bond
1.560
98
99
Short-Term Bond
0.620
81
81
74
Intermediate Core Bond
0.400
9
9
14
Short-Term Bond
0.820
Multisector Bond
1.010
Emerging-Markets Local-Currency Bond
0.900
18
87
High Yield Bond
2.050
99
100
Intermediate Core-Plus Bond
0.510
39
44
62
Intermediate Core Bond
0.370
High Yield Bond
0.650
37
52
62
Emerging-Markets Local-Currency Bond
0.880
34
15
Bank Loan
0.730
43
14
19
High Yield Bond
0.660
17
22
30
Inflation-Protected Bond
0.860
67
67
65
Emerging Markets Bond
0.900
93
64
Short-Term Bond
0.820
Intermediate Core Bond
0.500
80
65
Short-Term Bond
0.810
35
25
28
Multisector Bond
0.700
1
1
11
Intermediate Core-Plus Bond
0.450
19
23
32
Intermediate Core-Plus Bond
0.510
18
19
29
Ultrashort Bond
0.700
78
86
World Bond
0.740
72
85
Emerging Markets Bond
1.130
25
79
High Yield Bond
2.170
100
97
98
Short-Term Bond
1.310
1
Short-Term Bond
0.790
21
34
26
Short Government
0.750
28
29
35
Intermediate Core Bond
0.810
Multisector Bond
1.310
71
96
High Yield Bond
0.700
90
62
45
Multisector Bond
0.930
55
71
69
Preferred Stock
1.540
High Yield Bond
0.990
24
21
31
Short Government
0.560
31
23
Multisector Bond
0.910
51
56
78
Ultrashort Bond
0.270
32
47
Intermediate Core Bond
0.710
18
18
2
Intermediate Core-Plus Bond
0.510
21
13
13
Corporate Bond
0.800
24
8
21
Emerging-Markets Local-Currency Bond
1.040
20
5
7
Bank Loan
1.010
58
21
26
Multisector Bond
0.970
85
80
85
High Yield Bond
0.390
46
50
High Yield Bond
1.020
75
79
71
Nontraditional Bond
1.010
90
96
95
Intermediate Core Bond
0.270
63
6
1
World Bond
1.010
59
29
41
Intermediate Core Bond
0.810
97
95
84
Inflation-Protected Bond
0.290
88
92
98
Short-Term Bond
1.000
83
70
73
World Bond
0.290
21
12
36
Short-Term Bond
0.800
60
Nontraditional Bond
1.420
82
81
71
Multisector Bond
0.680
25
35
Corporate Bond
1.000
58
80
91
Corporate Bond
0.650
2
World Bond
0.740
19
16
16
Intermediate Government
0.970
63
79
91
High Yield Bond
1.660
82
59
56
Short-Term Bond
1.670
93
94
94
Emerging-Markets Local-Currency Bond
0.810
82
76
Nontraditional Bond
0.870
31
High Yield Bond
0.990
24
High Yield Bond
0.650
90
Corporate Bond
0.400
52
Intermediate Core-Plus Bond
0.910
75
61
56
Intermediate Core Bond
0.600
36
49
27
High Yield Bond
0.840
30
10
41
High Yield Bond
0.810
27
17
23
Intermediate Core-Plus Bond
0.780
34
29
16
Intermediate Core Bond
0.510
84
Emerging Markets Bond
0.890
46
9
52
Multisector Bond
0.840
48
81
68
Intermediate Core Bond
0.750
31
31
22
Corporate Bond
0.000
High Yield Bond
0.000
Multisector Bond
0.000
Short-Term Bond
0.290
Multisector Bond
0.800
65
73
86
Multisector Bond
0.660
49
65
46
Multisector Bond
0.590
Intermediate Core Bond
0.500
26
35
39
Intermediate Core Bond
0.000
Intermediate Core-Plus Bond
0.460
46
45
36
Corporate Bond
0.400
15
19
Emerging Markets Bond
0.850
50
69
38
Emerging Markets Bond
0.700
63
71
Multisector Bond
0.500
23
20
Intermediate Government
0.480
21
8
4
High Yield Bond
0.750
72
66
65

Sponsor Center