Premios Mejores Fondos Mutuos 2026: Mejores Fondos de Bonos Sujetos a Impuestos de EE.UU.

2026-03-20 12:50:26

Si estás evaluando fondos mutuos para tu cartera de inversión o cuenta de retiro, esta lista destaca los mejores fondos de bonos (gravables en EE. UU.) para considerar ahora, basándose en que cada fondo ha superado al índice Bloomberg U.S. Aggregate Bond en los períodos de uno, tres, cinco y 10 años. Esto indica un rendimiento superior tanto a corto como a largo plazo.

De 818 fondos de bonos gravables en EE. UU. con al menos 10 años de antigüedad, 287 de ellos, o el 35%, ganaron premios IBD Best Mutual Funds 2026. Entre estos superadores, las celdas sombreadas en la lista a continuación resaltan los cinco mejores fondos de bonos según su rendimiento a 10 años.

Los fondos de bonos gravables en EE. UU. son fondos de renta fija que distribuyen ingresos sujetos a impuestos a nivel federal, estatal y, en algunos casos, local.

Para más detalles, lee sobre cómo los mejores fondos mutuos entregan rendimientos que superan los índices de referencia, y consulta la lista completa de los mejores fondos mutuos 2026 en todas las categorías, incluyendo fondos de bonos, fondos diversificados de acciones, fondos mixtos y fondos indexados.

Todos los rendimientos son al 31 de diciembre de 2025.

Mejores fondos de bonos gravables en EE. UU.

Fondo	Símbolo	Rentabilidad total en 1 año	Rentabilidad total en 3 años	Rentabilidad total en 5 años	Rentabilidad total en 10 años	Categoría Morningstar	Ratio de gastos neto del informe anual
Benchmark: Bloomberg US Agg Bond		7.30%	4.66%	-0.36%	2.01%
Virtus Convertible Inst	ANPX	22.37	14.82	5.33	12.37	US Fund Convertibles	0.71%
Franklin Convertible Securities A*	FISCX	13.54	13.08	5.50	12.11	US Fund Convertibles	0.81
Lord Abbett Convertible I	LCFYX	22.28	14.31	3.02	11.73	US Fund Convertibles	0.89
Fidelity Convertible Securities	FCVSX	18.38	14.53	6.96	11.38	US Fund Convertibles	0.64
Columbia Convertible Securities A	PACIX	19.58	13.58	4.12	11.20	US Fund Convertibles	1.07
NYLI MacKay Convertible Class A	MCOAX	15.44	10.75	5.54	10.01	US Fund Convertibles	0.93
Putnam Convertible Securities A	PCONX	11.95	11.55	3.29	9.94	US Fund Convertibles	1.03
Calamos Convertible A	CCVIX	19.08	13.05	3.67	9.78	US Fund Convertibles	1.14
Invesco Convertible Securities Y	CNSDX	16.14	11.37	4.13	9.57	US Fund Convertibles	0.71
Catalyst/SMH High Income A	HIIFX	15.72	13.67	6.54	9.40	US Fund High Yield Bond	1.48
Harbor Convertible Securities Instl	HACSX	20.36	14.56	5.49	8.77	US Fund Convertibles	0.71
TETON Convertible Securities AAA	WESRX	17.16	11.21	1.95	8.00	US Fund Convertibles	1.16
Fidelity Capital & Income	FAGIX	12.36	12.00	7.03	7.93	US Fund High Yield Bond	0.63
Calamos Global Convertible I	CXGCX	18.53	14.29	3.03	7.90	US Fund Convertibles	1.08
Fidelity Advisor Capital & Income M	FAHYX	11.74	11.42	6.62	7.70	US Fund High Yield Bond	0.94
American Beacon SiM High Yld Opps R5	SHOIX	9.50	10.65	6.53	7.32	US Fund High Yield Bond	0.74
Artisan High Income Advisor*	APDFX	8.28	10.80	5.48	7.30	US Fund High Yield Bond	0.78
SEI High Yield Bond A (SIIT)	SGYAX	7.93	10.44	5.62	7.02	US Fund High Yield Bond	0.29
Fidelity Series High Income*	FSHNX	11.13	10.54	5.22	6.82	US Fund High Yield Bond	0.00
Franklin High Income A1*	FHAIX	8.93	10.16	4.95	6.71	US Fund High Yield Bond	0.73
Nuveen Credit Income I	FJSYX	8.15	11.02	5.15	6.64	US Fund High Yield Bond	0.71
American Funds American High-Inc A	AHITX	8.24	9.90	5.47	6.64	US Fund High Yield Bond	0.70
PIMCO High Yield Spectrum Instl	PHSIX	9.00	10.60	5.03	6.56	US Fund High Yield Bond	0.69
Nationwide Strategic Income R6	NWXGX	7.48	8.92	5.89	6.56	US Fund Multisector Bond	0.49
T. Rowe Price Credit Opportunities	PRCPX	8.84	9.92	5.13	6.56	US Fund High Yield Bond	0.81
BlackRock High Yield K	BRHYX	9.44	10.60	5.13	6.56	US Fund High Yield Bond	0.46
American Century High Income Y	NPHIX	8.80	9.97	4.70	6.53	US Fund High Yield Bond	0.58
Nuveen High Yield Income I	NCOIX	8.16	10.15	5.04	6.51	US Fund High Yield Bond	0.75
SEI High Yield Bond F (SIMT)	SHYAX	7.52	9.73	5.07	6.51	US Fund High Yield Bond	0.90
Stone Ridge Hi Yld Reinsurance Risk PrmI	SHRIX	13.08	16.90	9.47	6.44	US Fund Miscellaneous Fixed Income	1.72
Payden High Income	PYHRX	8.73	10.49	5.35	6.42	US Fund High Yield Bond	0.60
Loomis Sayles High Income Opps Instl	LSIOX	9.96	10.24	4.02	6.34	US Fund High Yield Bond	n.a.
RBC BlueBay High Yield Bond I	RGHYX	9.02	9.65	4.56	6.29	US Fund High Yield Bond	0.56
Federated Hermes High Yield Strategy	FHYSX	8.98	9.92	4.35	6.28	US Fund High Yield Bond	0.00
T. Rowe Price Global High Income Bd	RPIHX	9.29	10.55	4.19	6.21	US Fund High Yield Bond	0.75
T. Rowe Price US High Yield I	TUHIX	8.20	10.28	3.73	6.20	US Fund High Yield Bond	0.60
PGIM High Yield A	PBHAX	8.75	9.56	4.22	6.19	US Fund High Yield Bond	0.74
MFS High Yield Pooled	HYPPX	9.44	10.09	4.61	6.19	US Fund High Yield Bond	0.03
MML Barings High Yield Svc	DLHYX	8.57	10.30	5.04	6.15	US Fund High Yield Bond	0.74
Intrepid Income Institutional	ICMUX	8.15	9.81	7.13	6.15	US Fund Multisector Bond	0.96
Victory High Yield A	GUHYX	9.68	9.80	2.91	6.14	US Fund High Yield Bond	1.00
T. Rowe Price Instl High Yield	TRHYX	9.00	9.87	4.43	6.11	US Fund High Yield Bond	0.50
Strategic Advisers Income Opportunities	FPIOX	9.49	10.09	4.77	6.11	US Fund High Yield Bond	0.18
Northern Multi-Manager Hi Yld Opp	NMHYX	7.56	9.17	4.52	6.08	US Fund High Yield Bond	0.68
1290 High Yield Bond I	TNHIX	8.07	9.43	4.29	6.07	US Fund High Yield Bond	0.75
Aristotle High Yield Bond I	PLHIX	7.31	9.07	4.21	6.04	US Fund High Yield Bond	0.55
Western Asset High Yield I	WAHYX	9.19	9.96	3.96	6.01	US Fund High Yield Bond	0.75
Integrity High Income A	IHFAX	8.25	8.94	4.30	6.00	US Fund High Yield Bond	1.04
Eaton Vance Glbl Macro Abs Ret Advtg I	EGRIX	20.35	12.61	7.74	6.00	US Fund Nontraditional Bond	2.22
Loomis Sayles Instl High Income	LSHIX	9.25	9.56	4.69	5.99	US Fund High Yield Bond	0.73
DWS Global High Income Inst	MGHYX	8.64	9.67	4.26	5.99	US Fund High Yield Bond	0.67
Empower High Yield Bond Inv	MXHYX	8.96	9.23	3.57	5.98	US Fund High Yield Bond	0.98
PACE High Yield P	PHYPX	8.46	9.75	3.96	5.97	US Fund High Yield Bond	0.88
Virtus Seix High Yield I	SAMHX	7.33	9.04	3.81	5.95	US Fund High Yield Bond	0.64
VALIC Company I High Yield Bond	VHYLX	9.37	9.64	4.20	5.92	US Fund High Yield Bond	0.68
Nuveen High Yield R6	TIHYX	8.39	9.74	4.54	5.92	US Fund High Yield Bond	0.36
Federated Hermes Opportunistic HY Bd Svc	FHYTX	8.20	9.17	4.24	5.90	US Fund High Yield Bond	0.97
PIMCO Preferred and Capital Secs Instl	PFINX	10.15	8.82	3.28	5.89	US Fund Preferred Stock	1.02
Hartford High Yield Y	HAHYX	9.32	9.58	4.10	5.89	US Fund High Yield Bond	0.66
Federated Hermes Instl High Yield Bd IS	FIHBX	8.49	9.29	3.92	5.88	US Fund High Yield Bond	0.49
Victory High Income	USHYX	8.48	9.44	4.27	5.84	US Fund High Yield Bond	0.79
Northern High Yield Fixed Income	NHFIX	8.73	10.17	4.49	5.83	US Fund High Yield Bond	0.60
Fidelity High Income	SPHIX	9.79	10.10	4.13	5.82	US Fund High Yield Bond	0.66
T. Rowe Price High Yield	PRHYX	8.59	9.57	4.22	5.80	US Fund High Yield Bond	0.75
DWS High Income A	KHYAX	8.67	9.03	4.12	5.77	US Fund High Yield Bond	0.99
River Canyon Total Return Bond Inst	RCTIX	7.75	8.41	4.97	5.74	US Fund Multisector Bond	0.65
Victory Pioneer High Yield Y	TYHYX	7.94	9.08	4.22	5.71	US Fund High Yield Bond	0.85
Dunham High-Yield Bond N	DNHYX	7.48	9.74	4.47	5.69	US Fund High Yield Bond	n.a.
MFS Global High Yield I	MHOIX	8.51	9.91	4.28	5.67	US Fund High Yield Bond	0.80
Western Asset Short Duration High Inc A	SHIAX	7.56	8.82	5.04	5.66	US Fund High Yield Bond	0.96
JPMorgan High Yield I	OHYFX	8.36	9.59	4.73	5.65	US Fund High Yield Bond	0.64
Eaton Vance Income Fund of Boston A	EVIBX	8.18	8.99	4.64	5.63	US Fund High Yield Bond	0.96
Putnam High Yield A	PHYIX	8.57	9.44	3.91	5.62	US Fund High Yield Bond	0.99
PIMCO High Yield Instl	PHIYX	8.57	9.34	3.94	5.62	US Fund High Yield Bond	0.61
Vanguard High-Yield Corporate Inv	VWEHX	9.35	9.06	4.11	5.58	US Fund High Yield Bond	0.22
Timothy Plan High Yield Bond A	TPHAX	7.57	9.23	3.87	5.56	US Fund High Yield Bond	1.19
Voya High Yield Port S	IPHYX	8.41	9.21	3.66	5.55	US Fund High Yield Bond	0.73
Transamerica High Yield Bond I3	TAHTX	8.69	9.06	4.04	5.53	US Fund High Yield Bond	0.61
BNY Mellon High Yield - I	DLHRX	8.17	9.55	4.04	5.53	US Fund High Yield Bond	0.70
Aristotle Strategic Income I	PLSRX	7.40	8.20	3.46	5.53	US Fund Multisector Bond	0.59
Principal Capital Securities S	PCSFX	8.95	9.28	3.72	5.49	US Fund Preferred Stock	0.00
PGIM Short Duration High Yield Income Z	HYSZX	7.80	8.68	5.11	5.47	US Fund High Yield Bond	0.75
Federated Hermes Sust High Yield Bond A	FHIIX	8.00	8.83	3.56	5.47	US Fund High Yield Bond	0.89
Hartford Low Duration High Inc Y	HFHYX	7.57	8.82	5.17	5.46	US Fund High Yield Bond	0.75
AB High Income A	AGDAX	8.04	10.30	4.42	5.45	US Fund High Yield Bond	0.86
Neuberger Berman High Income Bond Inv*	NHINX	8.36	9.12	3.66	5.42	US Fund High Yield Bond	0.88
Lord Abbett High Yield A	LHYAX	7.40	8.74	3.32	5.37	US Fund High Yield Bond	0.92
Nuveen Preferred Secs & Inc I	NPSRX	11.16	8.95	4.21	5.35	US Fund Preferred Stock	0.75
Janus Henderson High-Yield D*	JNHYX	9.11	9.72	3.52	5.35	US Fund High Yield Bond	0.75
Goldman Sachs High Yield Instl	GSHIX	8.50	9.23	3.48	5.33	US Fund High Yield Bond	0.68
Segall Bryant & Hamill Qua Hi Yld Retail	WTLTX	7.97	8.52	3.53	5.31	US Fund High Yield Bond	0.85
Columbia High Yield Bond A	INEAX	8.51	9.11	3.83	5.30	US Fund High Yield Bond	0.97
Nuveen Flexible Income I	NWQIX	11.22	8.68	3.05	5.30	US Fund Multisector Bond	0.71
Hartford Strategic Income I	HSNIX	9.58	9.17	2.60	5.29	US Fund Multisector Bond	0.63
First Trust Preferred Sec & Inc I	FPEIX	9.46	8.72	3.55	5.26	US Fund Preferred Stock	1.07
MFS High Income A	MHITX	8.69	9.13	3.71	5.25	US Fund High Yield Bond	0.86
Loomis Sayles High Income A	NEFHX	8.88	9.16	2.93	5.23	US Fund High Yield Bond	0.95
PIMCO Low Duration Income Instl	PFIIX	9.81	8.20	4.39	5.21	US Fund Short-Term Bond	0.53
Impax High Yield Bond Investor	PAXHX	8.72	8.61	2.81	5.19	US Fund High Yield Bond	0.93
Morgan Stanley Pathway Hi Yld	THYUX	7.32	9.11	3.61	5.12	US Fund High Yield Bond	0.82
Eaton Vance High Income Opportunities C	ECHIX	7.30	8.23	4.40	5.12	US Fund High Yield Bond	1.63
PIMCO Income Instl	PIMIX	11.04	8.57	3.89	5.09	US Fund Multisector Bond	0.50
Touchstone High Yield A	THYAX	7.58	8.80	3.70	5.09	US Fund High Yield Bond	1.04
Voya High Yield Bond A	IHYAX	8.00	8.88	3.31	5.08	US Fund High Yield Bond	1.01
American Century High-Yield Inv	ABHIX	8.60	8.36	3.22	5.07	US Fund High Yield Bond	0.77
Destra Flaherty & Crumrine Pref & Inc I	DPIIX	8.18	8.95	3.27	5.07	US Fund Preferred Stock	1.21
Calvert High Yield Bond I	CYBIX	7.99	8.72	3.51	5.06	US Fund High Yield Bond	0.76
Thrivent High Yield A	LBHYX	8.42	8.81	3.74	5.01	US Fund High Yield Bond	0.81
Allspring High Yield Bond A	EKHAX	7.54	8.97	3.34	4.99	US Fund High Yield Bond	0.89
North Square Strategic Income I	ADVNX	11.20	8.62	4.32	4.98	US Fund Multisector Bond	0.74
Fidelity Short Duration High Income	FSAHX	7.71	8.71	4.52	4.97	US Fund High Yield Bond	0.73
Fidelity Focused High Income	FHIFX	8.88	8.37	3.17	4.97	US Fund High Yield Bond	0.75
Carillon Chartwell Real Income I	BERIX	13.22	9.36	4.76	4.94	US Fund Inflation-Protected Bond	0.64
Russell Inv Opportunistic Credit Y	RGCYX	8.69	9.07	3.38	4.88	US Fund Multisector Bond	0.65
Cohen & Steers Preferred Sec & Inc I	CPXIX	8.44	8.38	2.89	4.87	US Fund Preferred Stock	0.85
Lord Abbett Bond-Debenture A	LBNDX	8.39	7.34	2.20	4.85	US Fund Multisector Bond	0.79
PIMCO Diversified Inc Instl	PDIIX	10.50	9.06	2.34	4.84	US Fund Multisector Bond	0.75
Columbia Income Opportunities A	AIOAX	8.24	8.51	3.63	4.81	US Fund High Yield Bond	0.96
Western Asset SMASh Series C	LMLCX	12.47	7.50	4.03	4.80	US Fund Miscellaneous Fixed Income	0.00
Janus Henderson Multi-Sector Income I	JMUIX	9.59	8.95	3.29	4.79	US Fund Multisector Bond	0.65
Guggenheim Macro Opportunities Instl	GIOIX	7.59	8.32	3.60	4.78	US Fund Nontraditional Bond	0.92
Lazard US High Yield Portfolio Instl	LZHYX	10.43	8.77	3.54	4.76	US Fund High Yield Bond	0.55
PIMCO Fixed Income SHares M	FXIMX	10.51	8.51	1.96	4.74	US Fund Miscellaneous Fixed Income	0.14
Eaton Vance Glbl Macr Absolute Return I	EIGMX	12.41	9.34	5.86	4.72	US Fund Nontraditional Bond	1.25
PIMCO Credit Opportunities Bond Instl	PCARX	7.90	7.91	4.27	4.72	US Fund Nontraditional Bond	0.60
BlackRock Allc Trgt Sctzd TR	BATAX	7.35	8.13	4.27	4.71	US Fund Miscellaneous Fixed Income	0.01
Thornburg Strategic Income I	TSIIX	7.56	6.66	3.20	4.71	US Fund Multisector Bond	0.60
JPMorgan Income R6	JMSFX	7.64	7.52	3.36	4.68	US Fund Multisector Bond	0.38
PGIM Strategic Bond Z	PUCZX	8.44	7.66	1.71	4.67	US Fund Multisector Bond	0.62
Nuveen Strategic Income I	FCBYX	8.52	8.13	2.77	4.63	US Fund Multisector Bond	0.55
Rydex High Yield Strategy H	RYHGX	10.43	9.95	3.59	4.63	US Fund High Yield Bond	1.53
Loomis Sayles Fixed Income	LSFIX	9.09	7.56	2.47	4.56	US Fund Multisector Bond	0.62
Principal Spectrum Pref&Cptl Scs IncInst	PPSIX	7.85	8.03	3.02	4.54	US Fund Preferred Stock	0.80
Fidelity Advisor Strategic Income M	FSIAX	8.67	7.87	2.88	4.51	US Fund Multisector Bond	0.94
Neuberger Berman Strategic Income I	NSTLX	9.41	8.46	3.27	4.51	US Fund Multisector Bond	0.59
Calvert Flexible Bond Fund Class I	CUBIX	8.24	7.82	4.64	4.50	US Fund Multisector Bond	0.62
Columbia Mortgage Opportunities Inst2	CLMVX	11.94	8.23	1.90	4.48	US Fund Securitized Bond - Diversified	0.77
Doubleline Selective Credit I	DBSCX	8.46	8.26	3.96	4.48	US Fund Multisector Bond	0.07
BlackRock Income Fund Instl	BMSIX	8.38	7.91	2.60	4.45	US Fund Multisector Bond	0.62
Thompson Bond	THOPX	7.97	8.81	4.79	4.44	US Fund Short-Term Bond	0.73
Allspring Income Plus Inst	WSINX	7.35	7.39	3.05	4.40	US Fund Multisector Bond	0.39
Allspring Real Return A	IPBAX	10.90	8.10	4.11	4.39	US Fund Inflation-Protected Bond	0.76
Wavelength	WAVLX	10.06	7.41	2.24	4.38	US Fund Nontraditional Bond	0.99
Northeast Investors Trust	NTHEX	10.26	9.32	6.02	4.38	US Fund High Yield Bond	1.94
American Century Multisector Income R6	ASIPX	8.24	6.91	2.48	4.37	US Fund Multisector Bond	0.32
Mercer Opportunistic Fixed Income Y3	MOFIX	10.39	8.16	2.02	4.36	US Fund Multisector Bond	0.43
Eaton Vance Total Return Bond I	EIBAX	9.13	6.83	1.81	4.35	US Fund Intermediate Core-Plus Bond	0.47
Empower Multi-Sector Bond Investor	MXLMX	7.98	6.99	1.83	4.35	US Fund Multisector Bond	0.90
Cohen & Steers Low Duration Pref & Inc I	LPXIX	7.61	7.78	3.81	4.33	US Fund Preferred Stock	0.60
Carillon Reams Unconstrained Bond I	SUBFX	10.61	7.75	3.50	4.30	US Fund Nontraditional Bond	0.58
Virtus Newfleet Multi-Sect Intrmdt Bd A	NAMFX	7.80	7.37	2.59	4.30	US Fund Multisector Bond	0.99
Federated Hermes Corporate Bond Strategy	FCSPX	7.80	6.68	0.44	4.28	US Fund Corporate Bond	0.00
City National Rochdale Fxd Inc Opps N	RIMOX	8.07	8.86	3.35	4.27	US Fund High Yield Bond	1.20
Touchstone Strategic Income Fund Class A	TQPAX	9.36	8.32	2.75	4.23	US Fund Multisector Bond	1.00
RiverNorth Doubleline Strategic Inc I	RNSIX	7.58	8.01	2.66	4.21	US Fund Multisector Bond	0.93
Voya Securitized Credit I	VCFIX	7.81	8.54	4.28	4.21	US Fund Securitized Bond - Diversified	0.68
Morgan Stanley Inst Corporate Bond I	MPFDX	7.75	6.78	-0.01	4.20	US Fund Corporate Bond	0.65
Loomis Sayles Strategic Alpha Y	LASYX	8.58	8.26	3.42	4.17	US Fund Nontraditional Bond	0.74
Eaton Vance Strategic Income Class C	ECSIX	11.32	8.09	4.22	4.13	US Fund Multisector Bond	2.20
Transamerica Strategic Income I	TUNIX	7.96	6.73	3.07	4.10	US Fund Multisector Bond	0.67
PIMCO Dynamic Bond Instl	PFIUX	9.27	7.91	3.25	4.06	US Fund Nontraditional Bond	0.79
PIMCO Low Duration Opportunities Instl	PUTIX	8.10	7.13	3.02	4.05	US Fund Short-Term Bond	0.57
NYLI MacKay Strategic Bond Class A	MASAX	8.11	7.97	3.41	4.04	US Fund Multisector Bond	0.98
T. Rowe Price Spectrum Income	RPSIX	7.83	6.56	2.11	4.00	US Fund Multisector Bond	0.61
Western Asset Income A	SDSAX	7.95	7.74	2.25	3.95	US Fund Multisector Bond	0.94
Loomis Sayles Income Instl	LSBDX	9.14	7.96	2.59	3.92	US Fund Multisector Bond	0.66

*Fuentes: IBD, Morningstar Direct

*El fondo está cerrado a nuevos inversores

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