Taxable Bond Funds
Fixed-income funds that distribute income that is subject to taxation at the federal, state, and sometimes local levels.
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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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|---|---|---|---|---|---|---|---|---|---|---|---|
| Impax Core Bond Fund Individual Investor | PAXBX | Intermediate Core Bond | 872.96 Mil | 3.09% | 60 | 75 | — | 0.710% | $1,000 | No Load | Open |
| Weitz Short Duration Income Investor | WSHNX | Short-Term Bond | 868.68 Mil | 4.27% | 10 | 13 | 25 | 0.550% | $2,500 | No Load | Open |
| Columbia Short Term Bond Adv | CMDRX | Short-Term Bond | 867.29 Mil | 4.07% | 16 | 16 | 40 | 0.460% | $2,000 | No Load | Open |
| GuideStone Funds Low-Duration Bond Inv | GLDZX | Short-Term Bond | 867.19 Mil | 3.60% | 60 | 79 | 79 | 0.610% | $1,000 | No Load | Open |
| Columbia Bond Adv | CNDRX | Intermediate Core Bond | 857.96 Mil | 4.34% | 83 | 30 | 25 | 0.490% | $2,000 | No Load | Open |
| State Street Aggregate Bond Index K | SSFEX | Intermediate Core Bond | 851.31 Mil | 3.29% | 44 | 53 | — | 0.025% | — | No Load | Open |
| Payden Emerging Markets Bond Adviser | PYEWX | Emerging Markets Bond | 837.26 Mil | 5.97% | 69 | 62 | 44 | 0.970% | $5,000 | No Load | Open |
| Manning & Napier High Yield Bond S | MNHYX | High Yield Bond | 836.58 Mil | 6.44% | 2 | 3 | 4 | 0.910% | $2,000 | No Load | Open |
| Manning & Napier High Yield Bond W | MHYWX | High Yield Bond | 836.58 Mil | 7.20% | 1 | 1 | — | 0.110% | — | No Load | Open |
| Manning & Napier Unconstrained Bond S | EXCPX | Nontraditional Bond | 815.48 Mil | 3.76% | 60 | 52 | 55 | 0.720% | $2,000 | No Load | Open |
| Manning & Napier Unconstrained Bond W | MUBWX | Nontraditional Bond | 815.48 Mil | 4.50% | 46 | 32 | — | 0.060% | — | No Load | Open |
| Fidelity Series Government Bd Idx | FHNFX | Intermediate Government | 814.90 Mil | 2.97% | 35 | 26 | — | — | — | No Load | Open |
| MassMutual Total Return Bond Adm | MSPLX | Intermediate Core-Plus Bond | 812.35 Mil | 3.76% | 91 | 81 | 82 | 0.630% | — | No Load | Open |
| MassMutual Total Return Bond Svc | MSPHX | Intermediate Core-Plus Bond | 812.35 Mil | 3.83% | 90 | 77 | 77 | 0.530% | — | No Load | Open |
| Columbia Floating Rate Adv | CFLRX | Bank Loan | 801.03 Mil | 8.71% | 49 | 45 | 22 | 0.750% | $2,000 | No Load | Open |
| RiverPark Short Term High Yield Retail | RPHYX | High Yield Bond | 792.27 Mil | 5.19% | 3 | 63 | 87 | 1.190% | $1,000 | No Load | Open |
| Fidelity International Bond Index | FBIIX | Global Bond-USD Hedged | 791.76 Mil | 3.50% | 36 | — | — | 0.060% | — | No Load | Open |
| Victory Floating Rate Member | RSFMX | Bank Loan | 775.71 Mil | 9.72% | 99 | — | — | 0.860% | $3,000 | No Load | Open |
| T. Rowe Price US Treasury Interm Idx | PRTIX | Intermediate Government | 774.36 Mil | 3.62% | 85 | 57 | 62 | 0.270% | $2,500 | No Load | Open |
| Voya Securitized Credit W | VSCWX | Multisector Bond | 774.30 Mil | 4.19% | 11 | 68 | — | 0.750% | $1,000 | No Load | Open |
| Janus Henderson High-Yield T | JAHYX | High Yield Bond | 759.45 Mil | 6.24% | 96 | 85 | 73 | 0.880% | $2,500 | No Load | Open |
| Janus Henderson High-Yield S | JDHYX | High Yield Bond | 759.45 Mil | 5.99% | 97 | 93 | 83 | 1.130% | $2,500 | No Load | Open |
| Janus Henderson High-Yield D | JNHYX | High Yield Bond | 759.45 Mil | 6.34% | 95 | 81 | 65 | 0.770% | $2,500 | No Load | Limited |
| Columbia Income Opportunities Adv | CPPRX | High Yield Bond | 753.91 Mil | 5.53% | 51 | 66 | 45 | 0.710% | $2,000 | No Load | Open |
| DWS GNMA S | SGINX | Intermediate Government | 752.78 Mil | 3.92% | 70 | 76 | 66 | 0.610% | $2,500 | No Load | Open |
| Allspring Managed Acct CoreBuilder® M | WFCMX | Miscellaneous Fixed Income | 743.62 Mil | 3.83% | 13 | 4 | 1 | — | — | No Load | Open |
| Neuberger Berman Core Bond Inv | NCRIX | Intermediate Core Bond | 741.06 Mil | 4.07% | 73 | 41 | 65 | 0.780% | $2,000 | No Load | Limited |
| Janus Henderson Short Duration Flex Bd S | JSHSX | Short-Term Bond | 733.34 Mil | 3.96% | 76 | 73 | 89 | 0.900% | $2,500 | No Load | Open |
| Janus Henderson Short Duration Flex Bd D | JNSTX | Short-Term Bond | 733.34 Mil | 4.31% | 52 | 53 | 65 | 0.530% | $2,500 | No Load | Limited |
| Janus Henderson Short Duration Flex Bd T | JASBX | Short-Term Bond | 733.34 Mil | 4.21% | 57 | 60 | 75 | 0.640% | $2,500 | No Load | Open |
| Segall Bryant & Hamill Plus Bond Ret | WTIBX | Intermediate Core-Plus Bond | 731.92 Mil | 3.82% | 21 | 27 | 22 | 0.550% | $2,500 | No Load | Open |
| Calvert Ultra-Short Duration Income A | CULAX | Ultrashort Bond | 729.76 Mil | 4.75% | 51 | 70 | 57 | 0.720% | $1,000 | No Load | Open |
| Thrivent Opportunity Income Plus S | IIINX | Multisector Bond | 718.95 Mil | 4.88% | 56 | 81 | 72 | 0.670% | $2,000 | No Load | Open |
| AB Short Duration High Yield PortAdvisor | ALHYX | Multisector Bond | 716.66 Mil | 6.15% | 12 | 21 | 20 | 0.700% | — | No Load | Open |
| Six Circles Tax Aware Ult Shr Dur | CUTAX | Ultrashort Bond | 715.13 Mil | 3.10% | 91 | 91 | — | 0.150% | — | No Load | Open |
| Pioneer Short Term Income A | STABX | Short-Term Bond | 697.59 Mil | 5.37% | 13 | 32 | 40 | 0.830% | $1,000 | No Load | Open |
| Payden High Income Adv | PYRLX | High Yield Bond | 691.76 Mil | — | — | — | — | 0.850% | $5,000 | No Load | Open |
| BlackRock Diversified Fixed Income | BDVFX | Intermediate Core-Plus Bond | 685.23 Mil | 4.74% | — | — | — | 0.150% | — | No Load | Open |
| Goldman Sachs Strategic Income P | GSOPX | Nontraditional Bond | 673.11 Mil | 4.21% | 16 | 20 | — | 0.690% | — | No Load | Open |
| Goldman Sachs Strategic Income Inv | GZIRX | Nontraditional Bond | 673.11 Mil | 4.11% | 18 | 22 | 64 | 0.780% | — | No Load | Open |
| Thrivent High Yield S | LBHIX | High Yield Bond | 662.77 Mil | 5.82% | 59 | 81 | 60 | 0.550% | $2,000 | No Load | Open |
| Regan Total Return Income Investor | RCTRX | Nontraditional Bond | 653.95 Mil | 5.83% | 15 | — | — | 1.560% | $1,000 | No Load | Closed |
| T. Rowe Price Total Return | PTTFX | Intermediate Core-Plus Bond | 653.10 Mil | 4.94% | 85 | 64 | — | 0.460% | $2,500 | No Load | Open |
| T. Rowe Price Total Return Advisor | PTATX | Intermediate Core-Plus Bond | 653.10 Mil | 4.65% | 92 | 79 | — | 0.750% | $2,500 | No Load | Open |
| Goldman Sachs Investment Grd Crdt P | GGBPX | Corporate Bond | 649.93 Mil | 4.47% | 43 | 42 | — | 0.380% | — | No Load | Open |
| Goldman Sachs Investment Grd Crdt Inv | GTIRX | Corporate Bond | 649.93 Mil | 4.38% | 54 | 47 | 68 | 0.470% | — | No Load | Open |
| Goldman Sachs Investment Grd Crdt SAI | GSCPX | Corporate Bond | 649.93 Mil | 4.47% | 41 | 42 | 46 | 0.380% | — | No Load | Open |
| Goldman Sachs Global Core Fxd Inc Svc | GGISX | Global Bond-USD Hedged | 645.33 Mil | 2.26% | 65 | 51 | 63 | 1.100% | — | No Load | Open |
| Goldman Sachs Global Core Fxd Inc Inv | GBIRX | Global Bond-USD Hedged | 645.33 Mil | 2.70% | 55 | 28 | 42 | 0.660% | — | No Load | Open |
| Goldman Sachs Global Core Fxd Inc P | GGXPX | Global Bond-USD Hedged | 645.33 Mil | 2.76% | 53 | 26 | — | 0.590% | — | 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.