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

2026-03-21 13:32:45

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 los 818 fondos de bonos gravables en EE. UU. con al menos 10 años de antigüedad, 287, 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 ocasiones, local.

Para más detalles, lee sobre cómo los mejores fondos mutuos entregan rendimientos que superan los benchmarks, 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 a partir del 31 de diciembre de 2025.

Mejores fondos de bonos gravables en EE. UU.

Fondo
Símbolo
Retorno total en 1 año
Retorno total en 3 años
Retorno total en 5 años
Retorno total en 10 años
Categoría Morningstar
Ratio de gastos neto del informe anual
—
Benchmark: Bloomberg US Agg Bond
7.30%
Virtus Convertible Inst
Franklin Convertible Securities A*
Lord Abbett Convertible I
Fidelity Convertible Securities
Columbia Convertible Securities A
NYLI MacKay Convertible Class A
Putnam Convertible Securities A
Calamos Convertible A
Invesco Convertible Securities Y
Catalyst/SMH High Income A
Harbor Convertible Securities Instl
TETON Convertible Securities AAA
Fidelity Capital & Income
Calamos Global Convertible I
Fidelity Advisor Capital & Income M
American Beacon SiM High Yld Opps R5
Artisan High Income Advisor*
SEI High Yield Bond A (SIIT)
Fidelity Series High Income*
Franklin High Income A1*
Nuveen Credit Income I
American Funds American High-Inc A
PIMCO High Yield Spectrum Instl
Nationwide Strategic Income R6
T. Rowe Price Credit Opportunities
BlackRock High Yield K
American Century High Income Y
Nuveen High Yield Income I
SEI High Yield Bond F (SIMT)
Stone Ridge Hi Yld Reinsurance Risk PrmI
Payden High Income
Loomis Sayles High Income Opps Instl
RBC BlueBay High Yield Bond I
Federated Hermes High Yield Strategy
T. Rowe Price Global High Income Bd
T. Rowe Price US High Yield I
PGIM High Yield A
MFS High Yield Pooled
MML Barings High Yield Svc
Intrepid Income Institutional
Victory High Yield A
T. Rowe Price Instl High Yield
Strategic Advisers Income Opportunities
Northern Multi-Manager Hi Yld Opp
1290 High Yield Bond I
Aristotle High Yield Bond I
Western Asset High Yield I
Integrity High Income A
Eaton Vance Glbl Macro Abs Ret Advtg I
Loomis Sayles Instl High Income
DWS Global High Income Inst
Empower High Yield Bond Inv
PACE High Yield P
Virtus Seix High Yield I
VALIC Company I High Yield Bond
Nuveen High Yield R6
Federated Hermes Opportunistic HY Bd Svc
PIMCO Preferred and Capital Secs Instl
Hartford High Yield Y
Federated Hermes Instl High Yield Bd IS
Victory High Income
Northern High Yield Fixed Income
Fidelity High Income
T. Rowe Price High Yield
DWS High Income A
River Canyon Total Return Bond Inst
Victory Pioneer High Yield Y
Dunham High-Yield Bond N
MFS Global High Yield I
Western Asset Short Duration High Inc A
JPMorgan High Yield I
Eaton Vance Income Fund of Boston A
Putnam High Yield A
PIMCO High Yield Instl
Vanguard High-Yield Corporate Inv
Timothy Plan High Yield Bond A
Voya High Yield Port S
Transamerica High Yield Bond I3
BNY Mellon High Yield - I
Aristotle Strategic Income I
Principal Capital Securities S
PGIM Short Duration High Yield Income Z
Federated Hermes Sust High Yield Bond A
Hartford Low Duration High Inc Y
AB High Income A
Neuberger Berman High Income Bond Inv*
Lord Abbett High Yield A
Nuveen Preferred Secs & Inc I
Janus Henderson High-Yield D*
Goldman Sachs High Yield Instl
Segall Bryant & Hamill Qua Hi Yld Retail
Columbia High Yield Bond A
Nuveen Flexible Income I
Hartford Strategic Income I
First Trust Preferred Sec & Inc I
MFS High Income A
Loomis Sayles High Income A
PIMCO Low Duration Income Instl
Impax High Yield Bond Investor
Morgan Stanley Pathway Hi Yld
Eaton Vance High Income Opportunities C
PIMCO Income Instl
Touchstone High Yield A
Voya High Yield Bond A
American Century High-Yield Inv
Destra Flaherty & Crumrine Pref & Inc I
Calvert High Yield Bond I
Thrivent High Yield A
Allspring High Yield Bond A
North Square Strategic Income I
Fidelity Short Duration High Income
Fidelity Focused High Income
Carillon Chartwell Real Income I
Russell Inv Opportunistic Credit Y
Cohen & Steers Preferred Sec & Inc I
Lord Abbett Bond-Debenture A
PIMCO Diversified Inc Instl
Columbia Income Opportunities A
Western Asset SMASh Series C
Janus Henderson Multi-Sector Income I
Guggenheim Macro Opportunities Instl
Lazard US High Yield Portfolio Instl
PIMCO Fixed Income SHares M
Eaton Vance Glbl Macr Absolute Return I
PIMCO Credit Opportunities Bond Instl
BlackRock Allc Trgt Sctzd TR
Thornburg Strategic Income I
JPMorgan Income R6
PGIM Strategic Bond Z
Nuveen Strategic Income I
Rydex High Yield Strategy H
Loomis Sayles Fixed Income
Principal Spectrum Pref&Cptl Scs IncInst
Fidelity Advisor Strategic Income M
Neuberger Berman Strategic Income I
Calvert Flexible Bond Fund Class I
Columbia Mortgage Opportunities Inst2
Doubleline Selective Credit I
BlackRock Income Fund Instl
Thompson Bond
Allspring Income Plus Inst
Allspring Real Return A
Wavelength
Northeast Investors Trust
American Century Multisector Income R6
Mercer Opportunistic Fixed Income Y3
Eaton Vance Total Return Bond I
Empower Multi-Sector Bond Investor
Cohen & Steers Low Duration Pref & Inc I
Carillon Reams Unconstrained Bond I
Virtus Newfleet Multi-Sect Intrmdt Bd A
Federated Hermes Corporate Bond Strategy
City National Rochdale Fxd Inc Opps N
Touchstone Strategic Income Fund Class A
RiverNorth Doubleline Strategic Inc I
Voya Securitized Credit I
Morgan Stanley Inst Corporate Bond I
Loomis Sayles Strategic Alpha Y
Eaton Vance Strategic Income Class C
Transamerica Strategic Income I
PIMCO Dynamic Bond Instl
PIMCO Low Duration Opportunities Instl
NYLI MacKay Strategic Bond Class A
T. Rowe Price Spectrum Income
Western Asset Income A
Loomis Sayles Income Instl
Shelton Tactical Credit Institutional
BlackRock Strategic Income Opps Instl
PIMCO Fixed Income SHares R
Loomis Sayles Strategic Income A
Weitz Core Plus Income Institutional
Leader Short Term High Yield Bond Inv
PIMCO Mortgage Opportunities and BdInstl
Victory Pioneer Strategic Income A
Columbia Select Corporate Income Inst
Goldman Sachs Dynamic Bond Instl
AB Corporate Income
Nomura Strategic Income A
Lord Abbett Income A

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