Ultrashort Bond Funds
Ultrashort bond portfolios invest primarily in high-quality US bonds that mature within one year. Portfolios typically focus on corporate and government bonds. Due to their short-term nature, the bonds typically offer lower risk and total return potential compared with other core bond categories.
|
Name
|
Medalist Rating
Overall
|
SEC 30-Day Yield
|
TTM Yield
|
Average Effective Duration
|
Total Return
1 Year
|
Total Return
3 Year
|
Adjusted Expense Ratio
|
Fund Size
| |
|---|---|---|---|---|---|---|---|---|---|
| AAM/HIMCO Short Duration Fund Class A
ASDAX
| 3.82% | 3.64% | 1.30 | 2.45% | 4.66% | 0.850% | $412.14M | ||
| AAM/HIMCO Short Duration Fund Class C
ASDCX
| 3.16% | 2.86% | 1.30 | 1.65% | 3.84% | 1.600% | $412.14M | ||
| AAM/HIMCO Short Duration Fund Class I
ASDIX
| 4.17% | 3.89% | 1.30 | 2.70% | 4.91% | 0.600% | $412.14M | ||
| AB Ultra Short Income ETF
YEAR
| 4.27% | 3.97% | 0.97 | 3.15% | 4.67% | 0.250% | $1.58B | ||
| Allspring Ultra Short-Term Income Fund - Class A
SADAX
| 4.25% | 4.05% | 0.81 | 3.53% | 5.12% | 0.510% | $1.90B | ||
| Allspring Ultra Short-Term Income Fund - Class Inst
SADIX
| 4.56% | 4.24% | 0.81 | 3.73% | 5.35% | 0.260% | $1.90B | ||
| Allspring Ultra Short-Term Income Fund Class A2
WUSNX
| 4.39% | 4.09% | 0.81 | 3.57% | 5.19% | 0.410% | $1.90B | ||
| Alpha Architect 1-3 Month Box ETF
BOXX
| −0.19% | 0.00% | — | 4.07% | 4.60% | 0.190% | $14.39B | ||
| American Century® Ultrashort Income ETF
FUSI
| 4.95% | 4.87% | 0.34 | 4.60% | 5.62% | 0.190% | $73.23M | ||
| Amplify Samsung SOFR ETF
SOFR
| 3.63% | 3.69% | — | 3.69% | — | 0.200% | $463.44M | ||
| Angel Oak Ultrashort Income ETF
UYLD
| 4.84% | 4.56% | 0.81 | 4.11% | 5.58% | 0.350% | $1.44B | ||
| Angel Oak UltraShort Income Fund Class A
AOUAX
| 4.43% | 4.36% | 0.81 | 3.79% | 5.44% | 0.600% | $834.10M | ||
| Angel Oak UltraShort Income Fund Class A1
AOUNX
| 4.47% | 4.35% | 0.81 | 3.78% | 5.45% | 0.600% | $834.10M | ||
| Angel Oak UltraShort Income Fund Institutional Class
AOUIX
| 4.79% | 4.61% | 0.81 | 4.16% | 5.70% | 0.350% | $834.10M | ||
| Aristotle Ultra Short Income Class I
PLUIX
| 4.27% | 4.34% | 0.79 | 3.89% | 5.25% | 0.320% | $54.33M | ||
| Aristotle Ultra Short Income Class I-2
PLUDX
| 4.28% | 4.39% | 0.79 | 3.84% | 5.23% | 0.320% | $54.33M | ||
| Aristotle Ultra Short Income Fund Class A
PLUAX
| 4.03% | 3.77% | 0.79 | 3.62% | 4.98% | 0.570% | $54.33M | ||
| Aristotle Ultra Short Income Fund Class H | — | — | 0.79 | — | — | 0.320% | $54.33M | ||
| Arrow Reserve Capital Management ETF
ARCM
| — | 3.50% | — | 3.36% | 4.34% | 0.500% | $50.99M | ||
| Baird Ultra Short Bond Fund Institutional Class
BUBIX
| 4.28% | 4.15% | 0.54 | 3.92% | 4.96% | 0.150% | $9.80B | ||
| Baird Ultra Short Bond Fund Investor Class
BUBSX
| 4.03% | 3.89% | 0.54 | 3.65% | 4.69% | 0.400% | $9.80B | ||
| BBH Limited Duration Fund Class Institutional
BBBIX
| 4.66% | 4.50% | 0.91 | 3.47% | 5.73% | 0.270% | $11.38B | ||
| BBH Limited Duration Fund Class N
BBBMX
| 4.59% | 4.42% | 0.91 | 3.39% | 5.61% | 0.350% | $11.38B | ||
| BlackRock Short Obligations Fund Class K
BBSOX
| 4.13% | 4.08% | — | 3.75% | 4.74% | 0.300% | $965.04M | ||
| BlackRock Short Obligations Fund Institutional Shares
BISOX
| 4.03% | 3.99% | — | 3.65% | 4.69% | 0.350% | $965.04M |
United States