The following article is about Top 10 best taxable bond mutual funds 2011 for the past 3 years. The top funds include Old Mutual Dwight High Yield, Delaware Extended Duration Bond A, TCW Emerging Markets Income, Direxion Monthly 10 year Note Bull 2x, PIMCO Long Duration Total Return I, etc. The list is recently updated on MEPB Financial.
Introduction
There are two types of bond mutual funds: taxable bond funds and non taxable bond funds. The taxable bond funds provide regular income to investor which is taxable under federal tax rates and state tax rates. Some states may not tax this type of bonds. The non-taxable bond funds are also known as Municipal bond mutual funds or muni bond funds. These muni bond funds provide an income which is exempt from federal tax.
There are variety of taxable bond funds include mortgage backed bond funds, hybrid bond funds, multi sector bond funds, asset backed bond funds, bank loan bond funds, corporate bond funds, government bond funds or treasury bond funds, high yield bond funds or non-investment grade bond funds, foreign bond funds, emerging markets bond funds, and many more.
There are various reasons to invest in taxable bond funds such as:
The fund’s selection criteria are:
Top 10 Best taxable bond mutual funds of September 2011 are:
Introduction
There are two types of bond mutual funds: taxable bond funds and non taxable bond funds. The taxable bond funds provide regular income to investor which is taxable under federal tax rates and state tax rates. Some states may not tax this type of bonds. The non-taxable bond funds are also known as Municipal bond mutual funds or muni bond funds. These muni bond funds provide an income which is exempt from federal tax.
There are variety of taxable bond funds include mortgage backed bond funds, hybrid bond funds, multi sector bond funds, asset backed bond funds, bank loan bond funds, corporate bond funds, government bond funds or treasury bond funds, high yield bond funds or non-investment grade bond funds, foreign bond funds, emerging markets bond funds, and many more.
There are various reasons to invest in taxable bond funds such as:
- These mutual funds provide regular income either monthly or quarterly
- These funds don’t correlate closely to stock markets. Bonds may outperform stocks.
- They can provide instant asset portfolio diversification
- Bond funds can be used to weather volatile market environment especially during economic crisis, depression era, recession environment, etc.
The fund’s selection criteria are:
- The fund has performed consistently for the past 3 years and long term.
- The fund is acknowledged by Morningstar as one of the best funds with 4 stars or 5 stars rating
- It has one of the top fund’s managers in this category
Top 10 Funds
Top 10 Best Taxable Bond Mutual Funds 2011 |
- Old Mutual Dwight High Yield Instl
- Delaware Extended Duration Bond A
- TCW Emerging Markets Income I
- Direxion Mthly 10 Year Note Bull 2X
- PIMCO Long Duration Total Return Instl
- PIMCO Long-Term US Government Instl
- GuideStone Funds Extended-Dur Bond GS2
- MainStay High Yield Opportunities A
- Dreyfus International Bond A
- Templeton Global Bond A