Taxable Bond Funds
Fixed-income funds that distribute income that is subject to taxation at the federal, state, and sometimes local levels.
|
Name
|
Ticker
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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
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Adjusted Expense Ratio
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Minimum Initial Investment
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Share Class Type
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Investment Status
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Western Asset SMASh Series M | LMSMX | Miscellaneous Fixed Income | 1.30 Bil | 4.97% | 100 | 98 | 20 | — | — | No Load | Open |
| Thompson Bond | THOPX | Short-Term Bond | 1.28 Bil | 5.72% | 7 | 19 | 5 | 0.750% | $250 | No Load | Open |
| State Street Income Fund | SSASX | Intermediate Core-Plus Bond | 1.26 Bil | 3.92% | 70 | 68 | 58 | 0.200% | — | No Load | Open |
| Thrivent Limited Maturity Bond S | THLIX | Short-Term Bond | 1.25 Bil | 3.26% | 23 | 28 | 21 | 0.430% | $2,000 | No Load | Open |
| Thrivent Limited Maturity Bond A | LBLAX | Short-Term Bond | 1.25 Bil | 3.11% | 29 | 38 | 37 | 0.580% | $2,000 | No Load | Open |
| Metropolitan West Low Duration Bd M | MWLDX | Short-Term Bond | 1.24 Bil | 4.09% | 65 | 73 | 79 | 0.640% | $5,000 | No Load | Open |
| Metropolitan West Low Duration Bd Admin | MWLNX | Short-Term Bond | 1.24 Bil | 4.05% | 70 | 80 | 86 | 0.730% | $2,500 | No Load | Open |
| Voya GNMA Income W | IGMWX | Intermediate Government | 1.24 Bil | 3.75% | 17 | 40 | 17 | 0.580% | $1,000 | No Load | Open |
| RiverNorth Doubleline Strategic Inc R | RNDLX | Multisector Bond | 1.23 Bil | 5.03% | 67 | 63 | 43 | 1.720% | $5,000 | No Load | Open |
| BlackRock Short Obligations Investor A | BASOX | Ultrashort Bond | 1.22 Bil | 4.45% | 72 | 77 | — | 0.600% | $1,000 | No Load | Open |
| Goldman Sachs Short Duration Bond Inv | GSSRX | Short-Term Bond | 1.22 Bil | 3.32% | 53 | 33 | 41 | 0.500% | — | No Load | Open |
| Goldman Sachs Short Duration Bond P | GMCPX | Short-Term Bond | 1.22 Bil | 3.39% | 50 | 28 | — | 0.430% | — | No Load | Open |
| Allspring Ultra Short-Term Income A2 | WUSNX | Ultrashort Bond | 1.21 Bil | 3.47% | 55 | — | — | 0.410% | $1,000 | No Load | Open |
| BNY Mellon Bond M | MPBFX | Intermediate Core Bond | 1.20 Bil | 3.30% | 75 | 60 | 57 | 0.570% | $10,000 | No Load | Open |
| BNY Mellon Bond Inv | MIBDX | Intermediate Core Bond | 1.20 Bil | 2.97% | 88 | 81 | 77 | 0.820% | $10,000 | No Load | Open |
| Principal Capital Securities S | PCSFX | Preferred Stock | 1.13 Bil | 5.55% | 42 | 15 | 10 | — | — | No Load | Open |
| BlackRock Allocation Target Shrs Ser M | BRAMX | Miscellaneous Fixed Income | 1.12 Bil | 3.72% | 100 | 85 | 37 | — | — | No Load | Open |
| Western Asset SMASh Series C | LMLCX | Miscellaneous Fixed Income | 1.12 Bil | 5.86% | 1 | 1 | 1 | — | — | No Load | Open |
| Commerce Bond | CFBNX | Intermediate Core Bond | 1.12 Bil | 3.31% | 19 | 21 | 15 | 0.660% | $1,000 | No Load | Open |
| Columbia US Treasury Index A | LUTAX | Intermediate Government | 1.10 Bil | 2.73% | 68 | 52 | 64 | 0.320% | $2,000 | No Load | Open |
| FPA Flexible Fixed Income Advisor | FFIAX | Nontraditional Bond | 1.09 Bil | 4.73% | 24 | — | — | 0.600% | $1,500 | No Load | Open |
| Columbia Ultra Short Term Bond Adv | CUSHX | Ultrashort Bond | 1.06 Bil | 4.06% | 21 | 17 | — | 0.310% | $2,000 | No Load | Open |
| Columbia Ultra Short Term Bond A | CUSOX | Ultrashort Bond | 1.06 Bil | 3.92% | 31 | 35 | — | 0.460% | $2,000 | No Load | Open |
| Russell Inv Investment Grade Bond S | RFATX | Intermediate Core-Plus Bond | 1.05 Bil | 3.65% | 87 | 78 | 73 | 0.520% | — | No Load | Open |
| Russell Inv Investment Grade Bond M | RIWTX | Intermediate Core-Plus Bond | 1.05 Bil | 3.75% | 83 | 72 | — | 0.420% | — | No Load | Open |
| Guggenheim Floating Rate Strats P | GIFPX | Bank Loan | 1.05 Bil | 8.31% | 25 | 33 | — | 1.020% | — | No Load | Open |
| DWS Short Duration S | DBPIX | Short-Term Bond | 1.04 Bil | 4.28% | 25 | 14 | 24 | 0.500% | $2,500 | No Load | Open |
| Victory High Income | USHYX | High Yield Bond | 1.03 Bil | 7.49% | 48 | 71 | 60 | 0.790% | $3,000 | No Load | Open |
| JHancock Floating Rate Income NAV | JFIDX | Bank Loan | 1.02 Bil | 9.27% | 43 | 22 | 41 | 0.690% | — | No Load | Open |
| JHancock Floating Rate Income 1 | JFIHX | Bank Loan | 1.02 Bil | 9.23% | 43 | 26 | 45 | 0.730% | — | No Load | Open |
| Thrivent Income S | LBIIX | Corporate Bond | 1.01 Bil | 4.11% | 41 | 16 | 17 | 0.470% | $2,000 | No Load | Open |
| Victory Government Securities | USGNX | Intermediate Government | 1.00 Bil | 3.33% | 2 | 2 | 4 | 0.530% | $3,000 | No Load | Open |
| Federated Hermes Govt Ultrashort A | FGUAX | Ultrashort Bond | 999.42 Mil | 5.37% | 73 | 83 | 89 | 0.410% | $1,500 | No Load | Open |
| T. Rowe Price GNMA | PRGMX | Intermediate Government | 989.91 Mil | 3.24% | 53 | 75 | 66 | 0.620% | $2,500 | No Load | Open |
| Federated Hermes Mortgage Strategy | FMBPX | Intermediate Core Bond | 982.91 Mil | 4.46% | — | — | — | 0.020% | — | No Load | Open |
| Payden Low Duration Adviser | PYLWX | Short-Term Bond | 972.18 Mil | — | — | — | — | 0.680% | $5,000 | No Load | Open |
| Harbor Core Plus Administrative | HRBDX | Intermediate Core-Plus Bond | 967.08 Mil | 4.12% | 41 | 46 | 47 | 0.630% | $50,000 | No Load | Open |
| DoubleLine Flexible Income N | DLINX | Multisector Bond | 956.32 Mil | 5.87% | 25 | 56 | 53 | 1.000% | $2,000 | No Load | Open |
| TCW Core Fixed Income N | TGFNX | Intermediate Core Bond | 949.06 Mil | 3.76% | 94 | 76 | 77 | 0.630% | $2,000 | No Load | Open |
| Metropolitan West Intermediate Bond M | MWIMX | Intermediate Core-Plus Bond | 936.96 Mil | 4.10% | 18 | 37 | 75 | 0.710% | $5,000 | No Load | Open |
| Payden Core Bond Adviser | PYCWX | Intermediate Core-Plus Bond | 930.62 Mil | 3.66% | 50 | 73 | 61 | 0.780% | $5,000 | No Load | Open |
| Empower Multi-Sector Bond Investor | MXLMX | Multisector Bond | 923.02 Mil | 3.14% | 80 | 64 | 71 | 0.900% | — | No Load | Open |
| T. Rowe Price International Bond Adv | PAIBX | Global Bond | 919.95 Mil | 2.32% | 98 | 88 | 82 | 1.150% | $2,500 | No Load | Open |
| T. Rowe Price International Bond | RPIBX | Global Bond | 919.95 Mil | 2.77% | 95 | 83 | 77 | 0.670% | $2,500 | No Load | Open |
| T. Rowe Price Dynamic Credit | RPIDX | Nontraditional Bond | 918.28 Mil | 6.10% | 28 | 14 | — | 0.640% | $2,500 | No Load | Open |
| Eaton Vance Floating-Rate & Hi Inc Adv | EAFHX | Bank Loan | 905.38 Mil | 7.79% | 74 | 49 | 33 | 1.050% | $1,000 | No Load | Open |
| Invesco High Yield Investor | HYINX | High Yield Bond | 896.48 Mil | 6.46% | 70 | 90 | 85 | 1.040% | $1,000 | No Load | Limited |
| MoA Intermediate Bond Fund | MAMBX | Short-Term Bond | 890.25 Mil | 2.54% | 99 | 97 | 75 | 0.450% | $3,000 | No Load | Open |
| Lord Abbett Inflation Focused F3 | LIFOX | Inflation-Protected Bond | 887.47 Mil | 4.33% | 2 | 1 | — | 0.470% | — | No Load | Open |
| Lord Abbett Inflation Focused F | LIFFX | Inflation-Protected Bond | 887.34 Mil | 4.17% | 10 | 3 | 31 | 0.630% | — | 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.