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 | 318.98 Bil | 3.32% | 52 | 60 | 55 | 0.150% | $3,000 | No Load | Limited |
Vanguard Total Bond Market II Idx Inv | VTBIX | Intermediate Core Bond | 283.87 Bil | 3.40% | 43 | 61 | 52 | 0.090% | — | No Load | Open |
Vanguard Total Intl Bd II Idx Investor | VTIIX | Global Bond-USD Hedged | 115.15 Bil | 4.45% | 49 | — | — | 0.130% | — | No Load | Open |
Vanguard Total Intl Bd Idx Investor | VTIBX | Global Bond-USD Hedged | 90.25 Bil | 4.64% | 47 | 74 | 29 | 0.130% | — | No Load | Limited |
American Funds Bond Fund of Amer 529F | CFAFX | Intermediate Core Bond | 83.66 Bil | — | 34 | 13 | 21 | 0.710% | $250 | No Load | Open |
American Funds Bond Fund of Amer F1 | BFAFX | Intermediate Core Bond | 83.66 Bil | 4.03% | 56 | 19 | 33 | 0.650% | $250 | No Load | Open |
American Funds Bond Fund of Amer 529-F-2 | FFBOX | Intermediate Core Bond | 83.24 Bil | — | 29 | — | — | 0.350% | $250 | No Load | Open |
American Funds Bond Fund of Amer F2 | ABNFX | Intermediate Core Bond | 83.24 Bil | 4.34% | 30 | 10 | 14 | 0.350% | $250 | No Load | Open |
American Funds Bond Fund of Amer 529-F-3 | FBOFX | Intermediate Core Bond | 83.24 Bil | — | 27 | — | — | 0.300% | $250 | No Load | Open |
Dodge & Cox Income X | DOXIX | Intermediate Core-Plus Bond | 75.43 Bil | 4.23% | — | — | — | 0.330% | $2,500 | No Load | Open |
Dodge & Cox Income I | DODIX | Intermediate Core-Plus Bond | 75.43 Bil | 4.17% | 11 | 8 | 7 | 0.410% | $2,500 | No Load | Open |
Strategic Advisers Fidelity Core Inc | FIWGX | Intermediate Core-Plus Bond | 64.97 Bil | 4.08% | 30 | 22 | — | 0.190% | — | No Load | Open |
Vanguard Short-Term Bond Index Inv | VBISX | Short-Term Bond | 57.30 Bil | 2.73% | 89 | 84 | 78 | 0.150% | $3,000 | No Load | Limited |
Fidelity U.S. Bond Index | FXNAX | Intermediate Core Bond | 55.87 Bil | 3.20% | 45 | 52 | 44 | 0.025% | — | No Load | Open |
Vanguard Short-Term Investment-Grade Inv | VFSTX | Short-Term Bond | 54.78 Bil | 3.49% | 66 | 47 | 30 | 0.200% | $3,000 | No Load | Open |
Vanguard Shrt-Term Infl-Prot Sec Idx Inv | VTIPX | Short-Term Inflation Protected Bond | 51.84 Bil | 2.73% | 24 | 38 | 49 | 0.140% | $3,000 | No Load | Limited |
Metropolitan West Total Return Bd M | MWTRX | Intermediate Core-Plus Bond | 48.32 Bil | 4.22% | 89 | 79 | 78 | 0.670% | $5,000 | No Load | Open |
Metropolitan West Total Return Bd Admin | MWTNX | Intermediate Core-Plus Bond | 48.21 Bil | 4.10% | 90 | 83 | 83 | 0.780% | $2,500 | No Load | Open |
Baird Aggregate Bond Inv | BAGSX | Intermediate Core Bond | 45.43 Bil | 3.38% | 40 | 36 | 28 | 0.550% | $2,500 | No Load | Open |
Strategic Advisers Core Income | FPCIX | Intermediate Core-Plus Bond | 43.87 Bil | 4.21% | 51 | 44 | 31 | 0.350% | — | No Load | Open |
Lord Abbett Short Duration Income F | LDLFX | Short-Term Bond | 42.24 Bil | 4.86% | 39 | 38 | 16 | 0.480% | — | No Load | Open |
Lord Abbett Short Duration Income F3 | LOLDX | Short-Term Bond | 42.17 Bil | 5.03% | 31 | 32 | — | 0.310% | — | No Load | Open |
Vanguard Interm-Term Bond Index Inv | VBIIX | Intermediate Core Bond | 38.58 Bil | 3.41% | 44 | 27 | 16 | 0.150% | $3,000 | No Load | Limited |
Fidelity Total Bond Fund | FTBFX | Intermediate Core-Plus Bond | 35.84 Bil | 4.40% | 19 | 15 | 15 | 0.450% | — | No Load | Open |
Bridge Builder Core Plus Bond | BBCPX | Intermediate Core-Plus Bond | 33.33 Bil | 4.60% | 22 | 19 | — | 0.200% | — | No Load | Open |
Vanguard Interm-Term Invmt-Grade Inv | VFICX | Corporate Bond | 32.67 Bil | 4.25% | 35 | 45 | 70 | 0.200% | $3,000 | No Load | Open |
DoubleLine Total Return Bond N | DLTNX | Intermediate Core-Plus Bond | 29.97 Bil | 4.50% | 54 | 90 | 77 | 0.740% | $2,000 | No Load | Open |
Baird Core Plus Bond Inv | BCOSX | Intermediate Core-Plus Bond | 29.36 Bil | 3.44% | 34 | 36 | 27 | 0.550% | $2,500 | No Load | Open |
Vanguard Inflation-Protected Secs Inv | VIPSX | Inflation-Protected Bond | 27.81 Bil | 4.10% | 53 | 55 | 42 | 0.200% | $3,000 | No Load | Open |
American Funds Interm Bd Fd of Amer 529F | CBOFX | Short-Term Bond | 24.12 Bil | — | 96 | 78 | 73 | 0.710% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer F1 | IBFFX | Short-Term Bond | 24.12 Bil | 3.75% | 98 | 90 | 86 | 0.660% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer529F2 | FFOOX | Short-Term Bond | 24.04 Bil | — | 95 | — | — | 0.350% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer529F3 | FIFBX | Short-Term Bond | 24.04 Bil | — | 95 | — | — | 0.310% | $250 | No Load | Open |
American Funds Interm Bd Fd of Amer F2 | IBAFX | Short-Term Bond | 24.04 Bil | 4.06% | 95 | 70 | 66 | 0.370% | $250 | No Load | Open |
Vanguard High-Yield Corporate Inv | VWEHX | High Yield Bond | 23.85 Bil | 6.00% | 49 | 50 | 24 | 0.230% | $3,000 | No Load | Open |
Fidelity Series Bond Index | FIFZX | Intermediate Core Bond | 23.66 Bil | 3.43% | 52 | 54 | — | — | — | No Load | Open |
Guggenheim Total Return Bond P | GIBLX | Intermediate Core-Plus Bond | 23.58 Bil | 4.41% | 57 | 26 | — | 0.750% | — | No Load | Open |
Nuveen Bond Index Retail | TBILX | Intermediate Core Bond | 23.23 Bil | 2.87% | 77 | 82 | 78 | 0.380% | $2,500 | No Load | Open |
Nuveen Bond Index Premier | TBIPX | Intermediate Core Bond | 23.23 Bil | 3.04% | 68 | 73 | 67 | 0.220% | — | No Load | Open |
Nuveen Bond Index W | TBIWX | Intermediate Core Bond | 23.23 Bil | 3.27% | 42 | 48 | — | — | — | No Load | Open |
Nuveen Bond Index Advisor | TBIAX | Intermediate Core Bond | 23.12 Bil | 3.10% | 63 | 69 | — | 0.170% | — | No Load | Open |
BlackRock High Yield Bond Svc | BHYSX | High Yield Bond | 21.99 Bil | 6.73% | 30 | 26 | 22 | 0.850% | $5,000 | No Load | Open |
Lord Abbett Bond-Debenture F | LBDFX | Multisector Bond | 21.12 Bil | 5.60% | 80 | 55 | 11 | 0.680% | — | No Load | Open |
Lord Abbett Bond Debenture F3 | LBNOX | Multisector Bond | 21.02 Bil | 5.80% | 76 | 45 | — | 0.500% | — | No Load | Open |
American Funds American High-Inc F1 | AHTFX | High Yield Bond | 19.91 Bil | 6.53% | 21 | 17 | 26 | 0.730% | $250 | No Load | Open |
American Funds American High-Inc 529F1 | CITFX | High Yield Bond | 19.91 Bil | — | 20 | 12 | 15 | 0.790% | $250 | No Load | Open |
American Funds American High-Inc 529-F-2 | FAHHX | High Yield Bond | 19.80 Bil | — | 18 | — | — | 0.440% | $250 | No Load | Open |
American Funds American High-Inc 529-F-3 | FTAHX | High Yield Bond | 19.80 Bil | — | 17 | — | — | 0.380% | $250 | No Load | Open |
American Funds American High-Inc F2 | AHIFX | High Yield Bond | 19.80 Bil | 6.83% | 18 | 11 | 12 | 0.430% | $250 | No Load | Open |
Western Asset Core Plus Bond FI | WACIX | Intermediate Core-Plus Bond | 19.53 Bil | 4.26% | 98 | 96 | 66 | 0.800% | — | 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.