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Morningstar

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
Fund Size
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
Cohen & Steers Low Duration Pref & Inc FLPXFXPreferred Stock1.82 Bil4.98%1——0.600%—No LoadOpen
Invesco Conservative Income AICIVXUltrashort Bond1.80 Bil4.64%7068—0.400%$1,000No LoadOpen
JHFunds2 Core Bond NAVJHCDXIntermediate Core Bond1.79 Bil3.87%6348550.620%—No LoadOpen
American Funds Corporate Bond 529-F-3FBCDXCorporate Bond1.78 Bil—73——0.370%$250No LoadOpen
American Funds Corporate Bond 529-F-2FFBBXCorporate Bond1.78 Bil—76——0.420%$250No LoadOpen
JHFunds2 Core Bond 1JICDXIntermediate Core Bond1.78 Bil3.81%6958620.670%—No LoadOpen
American Funds Corporate Bond F1BFCFXCorporate Bond1.78 Bil3.61%8666—0.680%$250No LoadOpen
American Funds Corporate Bond 529F1COBFXCorporate Bond1.78 Bil—8149—0.740%$250No LoadOpen
American Funds Corporate Bond F2BFCGXCorporate Bond1.78 Bil3.88%7645—0.430%$250No LoadOpen
American Century Short Dur Infl ProBd GAPOGXInflation-Protected Bond1.78 Bil3.30%53—0.070%—No LoadOpen
American Century Short Dur Inf PrBd InvAPOIXInflation-Protected Bond1.77 Bil2.76%1220460.630%$2,500No LoadOpen
Weitz Core Plus Income InvestorWCPNXIntermediate Core-Plus Bond1.77 Bil5.10%53—0.550%$2,500No LoadOpen
T. Rowe Price US Limited Dtn TIPS InvTLDTXInflation-Protected Bond1.76 Bil4.62%26——0.210%$2,500No LoadOpen
Morgan Stanley Pathway Core F/ ITIIUXIntermediate Core-Plus Bond1.76 Bil4.06%8778670.520%$1,000No LoadOpen
Diamond Hill Core Bond InvDHRAXIntermediate Core Bond1.72 Bil4.32%1217—0.760%$2,500No LoadOpen
Fidelity Corporate BondFCBFXCorporate Bond1.71 Bil3.82%7054360.450%—No LoadOpen
Mercer Opportunistic Fixed Income Y3MOFIXMultisector Bond1.69 Bil6.45%6858990.440%—No LoadOpen
Johnson Institutional Core Bond SJIBSXIntermediate Core Bond1.66 Bil————0.500%$2,000No LoadOpen
Northern Ultra-Short Fixed IncomeNUSFXUltrashort Bond1.62 Bil4.18%6835400.250%$2,500No LoadOpen
Northern Ultra-Short Fixed Inc Sb Wl SkSWSFXUltrashort Bond1.62 Bil4.18%———0.250%$2,500No LoadOpen
Columbia Corporate Income AdvCIFRXCorporate Bond1.62 Bil4.18%278320.620%$2,000No LoadOpen
American Funds Emerging Markets Bd 529F1CBNFXEmerging Markets Bond1.61 Bil—2224—1.000%$250No LoadOpen
American Funds Emerging Markets Bd F1EBNEXEmerging Markets Bond1.61 Bil6.59%2825—0.940%$250No LoadOpen
American Funds Emerging Markets Bd 529F3FMEBXEmerging Markets Bond1.61 Bil—20——0.610%$250No LoadOpen
American Funds Emerging Markets Bd 529F2FEBMXEmerging Markets Bond1.61 Bil—21——0.660%$250No LoadOpen
American Funds Emerging Markets Bd F2EBNFXEmerging Markets Bond1.61 Bil6.86%2119—0.660%$250No LoadOpen
Fidelity SAI Investment Grd SeczdFSMOXIntermediate Core Bond1.61 Bil————0.330%—No LoadOpen
Fidelity SAI High IncomeFSHGXHigh Yield Bond1.58 Bil5.57%———0.590%—No LoadOpen
Empower Core Strategies Flex Bd InvMXEWXIntermediate Core-Plus Bond1.56 Bil3.58%51——0.770%—No LoadOpen
Voya US Bond Index Port SILABXIntermediate Core Bond1.55 Bil3.71%8486860.610%—No LoadOpen
Nuveen Municipal Total Return Mgd AcctsNMTRXMiscellaneous Fixed Income1.54 Bil3.80%71387−0.010%—No LoadOpen
T. Rowe Price Global Multi-Sector Bd AdvPRSAXGlobal Bond-USD Hedged1.50 Bil4.77%4612140.930%$2,500No LoadOpen
T. Rowe Price Global Multi-Sector Bd InvPRSNXGlobal Bond-USD Hedged1.50 Bil5.04%386100.650%$2,500No LoadOpen
Columbia Quality Income AdvCUVRXIntermediate Core-Plus Bond1.47 Bil4.06%99100920.630%$2,000No LoadOpen
Schwab Short-Term Bond IndexSWSBXShort-Term Bond1.45 Bil3.45%8882—0.060%—No LoadOpen
Old Westbury Fixed IncomeOWFIXIntermediate Core Bond1.44 Bil3.37%722810.570%$1,000No LoadOpen
American Beacon SiM High Yld Opps InvSHYPXHigh Yield Bond1.42 Bil6.45%9751.100%$2,500No LoadOpen
Strategic Advisers Income OpportunitiesFPIOXHigh Yield Bond1.42 Bil6.09%4042360.550%—No LoadOpen
Touchstone Flexible Income YMXIIXMultisector Bond1.36 Bil3.77%2926150.950%$2,500No LoadOpen
PIMCO Fixed Income SHares CFXICXMiscellaneous Fixed Income1.35 Bil4.58%987289——No LoadOpen
PIMCO Fixed Income SHares MFXIMXMiscellaneous Fixed Income1.35 Bil5.78%905523——No LoadOpen
Fidelity Series Treasury Bill IndexFHQFXUltrashort Bond1.34 Bil5.29%3562———No LoadOpen
Janus Henderson Developed World Bond THFATXGlobal Bond-USD Hedged1.34 Bil2.38%9993—0.820%$2,500No LoadOpen
Janus Henderson Developed World Bond DHFADXGlobal Bond-USD Hedged1.34 Bil2.52%9891—0.690%$2,500No LoadOpen
Janus Henderson Developed World Bond SHFASXGlobal Bond-USD Hedged1.34 Bil2.13%10095—1.070%$2,500No LoadOpen
T. Rowe Price QM U.S. Bond Index FundPBDIXIntermediate Core Bond1.31 Bil3.66%6850390.250%$2,500No LoadOpen
Loomis Sayles Securitized AssetLSSAXIntermediate Core Bond1.31 Bil5.60%13284——No LoadOpen
American Century Short Duration GASDOXShort-Term Bond1.31 Bil4.76%25——0.010%—No LoadOpen
American Century Short Duration InvACSNXShort-Term Bond1.31 Bil4.21%4750470.570%$2,500No LoadOpen
Columbia High Yield Bond AdvCYLRXHigh Yield Bond1.30 Bil5.72%5536270.730%$2,000No LoadOpen

Taxable Bond Funds - Default List Criteria

This list is limited to US mutual funds that are primarily used by individual or retail investors.

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