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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 %
High Yield Bond
0.790
75
7
66
Bank Loan
0.740
21
19
High Yield Bond
0.750
61
16
26
Multisector Bond
0.590
13
18
24
Intermediate Core-Plus Bond
0.600
70
58
Short-Term Bond
0.600
51
39
High Yield Bond
0.950
60
47
Intermediate Core-Plus Bond
0.590
Multisector Bond
0.900
Intermediate Core Bond
0.570
91
97
98
Intermediate Core-Plus Bond
0.820
54
50
74
Preferred Stock
1.470
97
96
High Yield Bond
0.870
73
67
79
Nontraditional Bond
0.670
26
High Yield Bond
0.910
33
18
24
Intermediate Core Bond
0.660
53
56
84
Intermediate Core Bond
0.720
60
65
79
Intermediate Core-Plus Bond
0.680
27
27
23
Multisector Bond
2.570
90
Nontraditional Bond
0.730
65
46
47
Intermediate Core Bond
0.330
24
26
67
Intermediate Core Bond
0.500
79
Corporate Bond
0.550
63
58
85
Emerging Markets Bond
0.650
53
Emerging-Markets Local-Currency Bond
0.720
24
20
40
Nontraditional Bond
0.860
28
4
World Bond-USD Hedged
0.580
10
World Bond
0.880
21
11
2
Intermediate Government
0.960
79
76
62
High Yield Bond
0.800
14
13
12
World Bond-USD Hedged
0.630
22
Nontraditional Bond
0.600
High Yield Bond
0.750
34
76
Short-Term Bond
0.390
35
11
Short-Term Bond
0.760
16
26
18
Multisector Bond
0.620
26
6
Inflation-Protected Bond
0.400
46
Intermediate Core-Plus Bond
0.760
67
40
20
Corporate Bond
0.170
41
32
38
High Yield Bond
0.240
11
High Yield Bond
1.120
34
20
11
Intermediate Government
0.360
72
41
47
Ultrashort Bond
0.420
38
65
69
Intermediate Core-Plus Bond
0.500
Multisector Bond
0.750
32
12
14
Nontraditional Bond
0.810
30
22
35
Multisector Bond
0.500
Emerging Markets Bond
0.950
75
53
Emerging Markets Bond
0.830
31
21
34
Emerging Markets Bond
0.000
15
13
65
Emerging-Markets Local-Currency Bond
0.900
21
4
37
Long Government
0.500
9
8
13
Multisector Bond
0.000
31
58
40
Nontraditional Bond
0.000
31
41
Multisector Bond
0.000
9
11
6
Inflation-Protected Bond
0.000
7
7
6
Intermediate Government
0.500
5
2
3
World Bond-USD Hedged
0.900
48
31
18
High Yield Bond
0.550
33
47
27
High Yield Bond
0.600
21
17
7
Multisector Bond
0.500
46
16
1
World Bond-USD Hedged
0.500
31
9
1
Long-Term Bond
0.500
29
42
29
Long-Term Bond
0.550
23
1
1
Inflation-Protected Bond
0.500
1
1
2
Long Government
0.475
55
20
60
Short-Term Bond
0.500
83
71
52
Short-Term Bond
0.460
76
57
48
Short-Term Bond
0.500
87
73
67
Short-Term Bond
0.510
7
1
2
Intermediate Core-Plus Bond
0.460
67
73
81
Nontraditional Bond
0.600
33
36
Intermediate Core-Plus Bond
0.500
69
60
64
Preferred Stock
0.790
2
1
Inflation-Protected Bond
0.450
11
12
9
Bank Loan
0.700
79
80
Ultrashort Bond
0.340
63
46
Ultrashort Bond
0.450
25
5
12
Nontraditional Bond
0.510
35
20
30
Intermediate Core-Plus Bond
0.500
45
49
71
Intermediate Core-Plus Bond
0.460
52
45
55
Intermediate Core Bond
0.500
31
17
Intermediate Core Bond
0.500
24
9
41
Intermediate Core-Plus Bond
0.860
40
63
80
Intermediate Core-Plus Bond
0.450
High Yield Bond
0.790
Intermediate Core-Plus Bond
0.550
21
20
12
Intermediate Core Bond
0.480
High Yield Bond
0.710
37
18
Short-Term Bond
0.500
34
22
Multisector Bond
0.660
5
5
Ultrashort Bond
0.320

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