Advertisement
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-Plus Bond
0.500%
2%
1%
High Yield Bond
0.750%
64%
33%
Ultrashort Bond
0.560%
13%
20%
Corporate Bond
0.570%
15%
47%
Intermediate Core-Plus Bond
0.920%
82%
93%
Inflation-Protected Bond
0.500%
6%
3%
2%
Miscellaneous Fixed Income
0.000
17%
9%
15%
Global Bond-USD Hedged
0.800%
32%
66%
58%
High Yield Bond
0.870%
26%
93%
69%
Miscellaneous Fixed Income
0.000
20%
5%
Intermediate Core-Plus Bond
0.520%
27%
78%
21%
Multisector Bond
0.700%
9%
24%
27%
Miscellaneous Fixed Income
0.000
2%
5%
5%
Short-Term Bond
0.450%
32%
Short-Term Bond
0.540%
88%
90%
91%
Corporate Bond
0.600%
Miscellaneous Fixed Income
0.000
36%
15%
25%
Intermediate Core-Plus Bond
0.770%
33%
83%
70%
Multisector Bond
0.910%
Short-Term Bond
0.490%
23%
Intermediate Core-Plus Bond
0.640%
27%
Ultrashort Bond
0.300%
63%
26%
Intermediate Core-Plus Bond
0.490%
22%
79%
46%
Intermediate Core Bond
0.550%
47%
59%
65%
Intermediate Core-Plus Bond
0.680%
15%
54%
24%
Intermediate Core-Plus Bond
0.480%
47%
16%
53%
Multisector Bond
0.860%
19%
12%
54%
Preferred Stock
1.440%
5%
98%
High Yield Bond
0.990%
95%
91%
95%
Nontraditional Bond
2.110%
82%
Intermediate Government
0.450%
35%
77%
55%
High Yield Bond
1.780%
99%
89%
81%
Multisector Bond
2.130%
Ultrashort Bond
0.460%
67%
65%
62%
Ultrashort Bond
0.250%
55%
49%
Intermediate Core Bond
0.650%
58%
60%
57%
Intermediate Core-Plus Bond
0.680%
20%
12%
9%
Global Bond-USD Hedged
0.450%
15%
Intermediate Government
0.480%
60%
44%
22%
High Yield Bond
0.930%
93%
80%
60%
Multisector Bond
0.400%
22%
24%
57%
Global Bond
0.700%
96%
97%
91%
Miscellaneous Fixed Income
0.000
Miscellaneous Fixed Income
0.000
12%
5%
1%
Miscellaneous Fixed Income
0.000
Inflation-Protected Bond
0.600%
9%
7%
3%
Short-Term Bond
0.600%
97%
96%
93%
Short-Term Bond
0.300%
26%
12%
16%
High Yield Bond
0.810%
65%
23%
75%
Ultrashort Bond
0.260%
20%
12%
14%
Multisector Bond
1.490%
4%
98%
Emerging Markets Bond
0.560%
41%
3%
Intermediate Core-Plus Bond
1.550%
Intermediate Core-Plus Bond
0.500%
Emerging Markets Bond
1.130%
6%
17%
Bank Loan
0.830%
43%
89%
9%
Intermediate Core Bond
0.450%
7%
82%
High Yield Bond
0.750%
1%
3%
2%
Short-Term Bond
0.470%
25%
Intermediate Core-Plus Bond
0.340%
50%
51%
46%
Intermediate Core Bond
0.390%
38%
43%
38%
Emerging Markets Bond
0.730%
24%
19%
Intermediate Government
0.540%
50%
73%
71%
Global Bond-USD Hedged
0.600%
41%
55%
50%
Intermediate Government
0.460%
63%
41%
52%
High Yield Bond
0.580%
22%
18%
7%
High Yield Bond
0.800%
87%
71%
75%
Inflation-Protected Bond
0.460%
52%
72%
72%
Global Bond
0.800%
85%
92%
88%
Multisector Bond
0.320%
42%
13%
Inflation-Protected Bond
0.360%
8%
15%
9%
Short-Term Bond
0.280%
11%
11%
Short-Term Bond
0.370%
31%
22%
27%
Short Government
0.540%
8%
23%
48%
Intermediate Government
0.540%
1%
1%
1%
High Yield Bond
0.690%
12%
12%
30%
Intermediate Core Bond
0.590%
24%
6%
18%
Global Bond
0.960%
76%
44%
40%
Short-Term Bond
0.750%
44%
58%
Corporate Bond
0.700%
88%
31%
18%
Emerging Markets Bond
0.960%
24%
39%
Inflation-Protected Bond
0.670%
85%
39%
9%
Short-Term Bond
0.630%
91%
42%
69%
Intermediate Government
0.240%
8%
5%
1%
Multisector Bond
0.760%
50%
Short-Term Bond
0.320%
82%
34%
45%
Short-Term Bond
0.660%
85%
77%
86%
Intermediate Core-Plus Bond
0.460%
25%
1%
Intermediate Government
0.600%
18%
5%
10%
Intermediate Core-Plus Bond
0.450%
Nontraditional Bond
2.330%
83%
77%
Preferred Stock
1.790%
26%
12%
46%
Nontraditional Bond
1.430%
76%
79%
Short-Term Bond
0.850%
69%
86%
High Yield Bond
0.650%
9%
13%
5%
Multisector Bond
1.200%
85%
97%
91%
Intermediate Core-Plus Bond
0.590%
Ultrashort Bond
0.350%
34%
Emerging Markets Bond
0.560%
57%
High Yield Bond
1.010%
79%
24%
39%

Sponsor Center