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% | 1.32 | 2.12% | 4.63% | 0.850% | $426.43M | ||
| AAM/HIMCO Short Duration Fund Class C
ASDCX
| 3.16% | 2.85% | 1.32 | 1.33% | 3.85% | 1.600% | $426.43M | ||
| AAM/HIMCO Short Duration Fund Class I
ASDIX
| 4.17% | 3.88% | 1.32 | 2.27% | 4.88% | 0.600% | $426.43M | ||
| AB Ultra Short Income ETF
YEAR
| 4.09% | 4.02% | 1.00 | 2.86% | 4.67% | 0.250% | $1.58B | ||
| Allspring Ultra Short-Term Income Fund - Class A
SADAX
| 4.14% | 4.06% | 0.79 | 3.40% | 5.16% | 0.510% | $1.88B | ||
| Allspring Ultra Short-Term Income Fund - Class Inst
SADIX
| 4.44% | 4.26% | 0.79 | 3.60% | 5.39% | 0.260% | $1.88B | ||
| Allspring Ultra Short-Term Income Fund Class A2
WUSNX
| 4.34% | 4.11% | 0.79 | 3.45% | 5.24% | 0.410% | $1.88B | ||
| Alpha Architect 1-3 Month Box ETF
BOXX
| −0.19% | 0.00% | — | 4.02% | 4.61% | 0.190% | $14.30B | ||
| American Century® Ultrashort Income ETF
FUSI
| 4.90% | 5.07% | 0.37 | 4.58% | 5.64% | 0.190% | $65.47M | ||
| Amplify Samsung SOFR ETF
SOFR
| 3.63% | 3.72% | — | 3.70% | — | 0.200% | $462.97M | ||
| Angel Oak Ultrashort Income ETF
UYLD
| 4.84% | 4.62% | 0.78 | 3.93% | 5.58% | 0.350% | $1.38B | ||
| Angel Oak UltraShort Income Fund Class A
AOUAX
| 4.43% | 4.40% | 0.84 | 3.60% | 5.44% | 0.600% | $828.05M | ||
| Angel Oak UltraShort Income Fund Class A1
AOUNX
| 4.31% | 4.39% | 0.84 | 3.59% | 5.45% | 0.600% | $828.05M | ||
| Angel Oak UltraShort Income Fund Institutional Class
AOUIX
| 4.79% | 4.65% | 0.84 | 3.97% | 5.71% | 0.350% | $828.05M | ||
| Aristotle Ultra Short Income Class I
PLUIX
| 4.06% | 4.35% | 0.54 | 3.78% | 5.25% | 0.320% | $53.49M | ||
| Aristotle Ultra Short Income Class I-2
PLUDX
| 4.28% | 4.41% | 0.54 | 3.73% | 5.23% | 0.320% | $53.49M | ||
| Aristotle Ultra Short Income Fund Class A
PLUAX
| 3.81% | 3.78% | 0.54 | 3.41% | 4.98% | 0.570% | $53.49M | ||
| Aristotle Ultra Short Income Fund Class H | — | — | 0.54 | — | — | 0.320% | $53.49M | ||
| Arrow Reserve Capital Management ETF
ARCM
| — | 3.55% | — | 3.31% | 4.38% | 0.500% | $51.02M | ||
| Baird Ultra Short Bond Fund Institutional Class
BUBIX
| 4.28% | 4.16% | 0.54 | 3.82% | 4.96% | 0.150% | $9.60B | ||
| Baird Ultra Short Bond Fund Investor Class
BUBSX
| 4.03% | 3.90% | 0.54 | 3.55% | 4.72% | 0.400% | $9.60B | ||
| BBH Limited Duration Fund Class Institutional
BBBIX
| 4.66% | 4.52% | 0.93 | 3.38% | 5.77% | 0.270% | $11.47B | ||
| BBH Limited Duration Fund Class N
BBBMX
| 4.59% | 4.44% | 0.93 | 3.20% | 5.69% | 0.350% | $11.47B | ||
| BlackRock Short Obligations Fund Class K
BBSOX
| 4.11% | 4.11% | — | 3.55% | 4.77% | 0.300% | $965.30M | ||
| BlackRock Short Obligations Fund Institutional Shares
BISOX
| 4.01% | 4.01% | — | 3.45% | 4.68% | 0.350% | $965.30M |
United States