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
|
---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Total Bond Market Index Inv | VBMFX | Intermediate Core Bond | 311.65 Bil | 3.32% | 54 | 61 | 53 | 0.150% | $3,000 | No Load | Limited |
Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 279.08 Bil | 3.41% | 49 | 65 | 52 | 0.090% | — | No Load | Open |
Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 113.73 Bil | 4.51% | 55 | — | — | 0.130% | — | No Load | Open |
Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 89.59 Bil | 4.69% | 45 | 83 | 30 | 0.130% | — | No Load | Limited |
American Funds Bond Fund of Amer 529F | CFAFX | Intermediate Core Bond | 83.44 Bil | — | 38 | 14 | 21 | 0.710% | $250 | No Load | Open |
American Funds Bond Fund of Amer 529-F-2 | FFBOX | Intermediate Core Bond | 83.44 Bil | — | 32 | — | — | 0.350% | $250 | No Load | Open |
American Funds Bond Fund of Amer F2 | ABNFX | Intermediate Core Bond | 83.44 Bil | 4.34% | 33 | 10 | 15 | 0.350% | $250 | No Load | Open |
American Funds Bond Fund of Amer F1 | BFAFX | Intermediate Core Bond | 83.44 Bil | 4.04% | 61 | 22 | 32 | 0.650% | $250 | No Load | Open |
American Funds Bond Fund of Amer 529-F-3 | FBOFX | Intermediate Core Bond | 83.44 Bil | — | 31 | — | — | 0.300% | $250 | No Load | Open |
Dodge & Cox Income X | DOXIX | Intermediate Core-Plus Bond | 74.19 Bil | 4.15% | — | — | — | 0.330% | $2,500 | No Load | Open |
Dodge & Cox Income I | DODIX | Intermediate Core-Plus Bond | 74.19 Bil | 4.09% | 11 | 6 | 7 | 0.410% | $2,500 | No Load | Open |
Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 64.97 Bil | 4.06% | 31 | 23 | — | 0.190% | — | No Load | Open |
Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 57.40 Bil | 2.81% | 88 | 87 | 80 | 0.150% | $3,000 | No Load | Limited |
Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 55.87 Bil | 3.20% | 49 | 56 | 45 | 0.025% | — | No Load | Open |
Vanguard Short-Term Investment-Grade Inv | VFSTX | Short-Term Bond | 54.05 Bil | 3.56% | 66 | 50 | 32 | 0.200% | $3,000 | No Load | Open |
Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Short-Term Inflation Protected Bond | 51.64 Bil | 2.71% | 28 | 46 | 51 | 0.140% | $3,000 | No Load | Limited |
Metropolitan West Total Return Bd Admin | MWTNX | Intermediate Core-Plus Bond | 46.93 Bil | 3.71% | 92 | 85 | 84 | 0.780% | $2,500 | No Load | Open |
Metropolitan West Total Return Bd M | MWTRX | Intermediate Core-Plus Bond | 46.90 Bil | 3.81% | 90 | 83 | 80 | 0.670% | $5,000 | No Load | Open |
Baird Aggregate Bond Inv | BAGSX | Intermediate Core Bond | 45.81 Bil | 3.37% | 36 | 36 | 27 | 0.550% | $2,500 | No Load | Open |
Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 43.87 Bil | 4.20% | 51 | 44 | 30 | 0.350% | — | No Load | Open |
Lord Abbett Short Duration Income F | LDLFX | Short-Term Bond | 42.07 Bil | 4.88% | 43 | 43 | 18 | 0.480% | — | No Load | Open |
Lord Abbett Short Duration Income F3 | LOLDX | Short-Term Bond | 42.07 Bil | 5.06% | 33 | 30 | — | 0.310% | — | No Load | Open |
Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 37.83 Bil | 3.42% | 60 | 31 | 18 | 0.150% | $3,000 | No Load | Limited |
Fidelity Total Bond Fund | FTBFX | Intermediate Core-Plus Bond | 35.84 Bil | 4.37% | 19 | 14 | 14 | 0.450% | — | No Load | Open |
Bridge Builder Core Plus Bond | BBCPX | Intermediate Core-Plus Bond | 33.49 Bil | 4.29% | 24 | 21 | — | 0.200% | — | No Load | Open |
Vanguard Interm-Term Invmt-Grade Inv | VFICX | Corporate Bond | 32.04 Bil | 4.25% | 33 | 52 | 69 | 0.200% | $3,000 | No Load | Open |
Baird Core Plus Bond Inv | BCOSX | Intermediate Core-Plus Bond | 29.82 Bil | 3.43% | 33 | 38 | 28 | 0.550% | $2,500 | No Load | Open |
DoubleLine Total Return Bond N | DLTNX | Intermediate Core-Plus Bond | 29.67 Bil | 4.58% | 58 | 91 | 76 | 0.740% | $2,000 | No Load | Open |
Vanguard Inflation-Protected Secs Inv | VIPSX | Inflation-Protected Bond | 27.10 Bil | 4.02% | 42 | 54 | 43 | 0.200% | $3,000 | No Load | Open |
American Funds Interm Bd Fd of Amer529F2 | FFOOX | Short-Term Bond | 24.14 Bil | — | 94 | — | — | 0.350% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer F2 | IBAFX | Short-Term Bond | 24.14 Bil | 4.07% | 94 | 78 | 70 | 0.370% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer F1 | IBFFX | Short-Term Bond | 24.14 Bil | 3.76% | 98 | 91 | 87 | 0.660% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer 529F | CBOFX | Short-Term Bond | 24.14 Bil | — | 96 | 85 | 76 | 0.710% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer529F3 | FIFBX | Short-Term Bond | 24.14 Bil | — | 94 | — | — | 0.310% | $250 | No Load | Open |
Guggenheim Total Return Bond P | GIBLX | Intermediate Core-Plus Bond | 23.68 Bil | 4.01% | 61 | 28 | — | 0.750% | — | No Load | Open |
Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 23.66 Bil | 3.44% | 41 | 52 | — | — | — | No Load | Open |
Vanguard High-Yield Corporate Inv | VWEHX | High Yield Bond | 23.50 Bil | 5.99% | 49 | 50 | 25 | 0.220% | $3,000 | No Load | Open |
Nuveen Bond Index Premier | TBIPX | Intermediate Core Bond | 23.48 Bil | 3.04% | 69 | 77 | 70 | 0.220% | — | No Load | Open |
Nuveen Bond Index W | TBIWX | Intermediate Core Bond | 23.48 Bil | 3.26% | 44 | 51 | — | — | — | No Load | Open |
BlackRock High Yield Bond Svc | BHYSX | High Yield Bond | 22.21 Bil | 6.74% | 33 | 27 | 22 | 0.850% | $5,000 | No Load | Open |
Lord Abbett Bond-Debenture F | LBDFX | Multisector Bond | 21.06 Bil | 5.63% | 80 | 53 | 12 | 0.680% | — | No Load | Open |
Lord Abbett Bond Debenture F3 | LBNOX | Multisector Bond | 21.06 Bil | 5.82% | 72 | 46 | — | 0.500% | — | No Load | Open |
American Funds American High-Inc F1 | AHTFX | High Yield Bond | 20.06 Bil | 6.43% | 23 | 14 | 24 | 0.730% | $250 | No Load | Open |
American Funds American High-Inc 529F1 | CITFX | High Yield Bond | 20.06 Bil | — | 21 | 12 | 14 | 0.790% | $250 | No Load | Open |
American Funds American High-Inc 529-F-2 | FAHHX | High Yield Bond | 20.06 Bil | — | 18 | — | — | 0.440% | $250 | No Load | Open |
American Funds American High-Inc F2 | AHIFX | High Yield Bond | 20.06 Bil | 6.73% | 18 | 10 | 12 | 0.430% | $250 | No Load | Open |
American Funds American High-Inc 529-F-3 | FTAHX | High Yield Bond | 20.06 Bil | — | 16 | — | — | 0.380% | $250 | No Load | Open |
Fidelity SAI Total Bond | FSMTX | Intermediate Core-Plus Bond | 19.41 Bil | 4.51% | 15 | 13 | — | 0.290% | — | No Load | Open |
Western Asset Core Plus Bond FI | WACIX | Intermediate Core-Plus Bond | 19.29 Bil | 3.87% | 98 | 96 | 67 | 0.800% | — | No Load | Open |
American Funds Strategic Bond 529-F-1 | CANFX | Intermediate Core-Plus Bond | 19.18 Bil | — | 93 | 25 | — | 0.750% | $250 | 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.