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
| 3.84% | 3.64% | 1.32 | 2.22% | 4.63% | 0.850% | $428.98M | ||
| AAM/HIMCO Short Duration Fund Class C
ASDCX
| 3.19% | 2.85% | 1.32 | 1.42% | 3.81% | 1.600% | $428.98M | ||
| AAM/HIMCO Short Duration Fund Class I
ASDIX
| 4.20% | 3.88% | 1.32 | 2.47% | 4.88% | 0.600% | $428.98M | ||
| AB Ultra Short Income ETF
YEAR
| 4.09% | 4.02% | 0.97 | 2.92% | 4.69% | 0.250% | $1.56B | ||
| Allspring Ultra Short-Term Income Fund - Class A
SADAX
| 4.14% | 4.06% | 0.82 | 3.41% | 5.19% | 0.510% | $1.84B | ||
| Allspring Ultra Short-Term Income Fund - Class Inst
SADIX
| 4.44% | 4.26% | 0.82 | 3.61% | 5.43% | 0.260% | $1.84B | ||
| Allspring Ultra Short-Term Income Fund Class A2
WUSNX
| 4.24% | 4.11% | 0.82 | 3.45% | 5.27% | 0.410% | $1.84B | ||
| Alpha Architect 1-3 Month Box ETF
BOXX
| −0.19% | 0.00% | — | 3.98% | 4.64% | 0.190% | $14.59B | ||
| American Century® Ultrashort Income ETF
FUSI
| 4.90% | 5.07% | 0.24 | 4.60% | 5.66% | 0.190% | $52.97M | ||
| Amplify Samsung SOFR ETF
SOFR
| 3.58% | 3.72% | — | 3.72% | — | 0.200% | $459.35M | ||
| Angel Oak Ultrashort Income ETF
UYLD
| 4.65% | 4.62% | 0.81 | 3.95% | 5.62% | 0.350% | $1.36B | ||
| Angel Oak UltraShort Income Fund Class A
AOUAX
| 4.27% | 4.40% | 0.83 | 3.62% | 5.44% | 0.600% | $849.11M | ||
| Angel Oak UltraShort Income Fund Class A1
AOUNX
| 4.31% | 4.39% | 0.83 | 3.72% | 5.49% | 0.600% | $849.11M | ||
| Angel Oak UltraShort Income Fund Institutional Class
AOUIX
| 4.62% | 4.65% | 0.83 | 3.98% | 5.71% | 0.350% | $849.11M | ||
| Aristotle Ultra Short Income Class I
PLUIX
| 4.06% | 4.35% | 0.58 | 3.67% | 5.23% | 0.320% | $54.47M | ||
| Aristotle Ultra Short Income Class I-2
PLUDX
| 4.06% | 4.41% | 0.58 | 3.73% | 5.26% | 0.320% | $54.47M | ||
| Aristotle Ultra Short Income Fund Class A
PLUAX
| 3.81% | 3.78% | 0.58 | 3.41% | 5.00% | 0.570% | $54.47M | ||
| Aristotle Ultra Short Income Fund Class H | — | — | 0.58 | — | — | 0.320% | $54.47M | ||
| Arrow Reserve Capital Management ETF
ARCM
| — | 3.55% | — | 3.28% | 4.40% | 0.500% | $50.94M | ||
| Baird Ultra Short Bond Fund Institutional Class
BUBIX
| 4.19% | 4.16% | 0.54 | 3.82% | 5.00% | 0.150% | $9.59B | ||
| Baird Ultra Short Bond Fund Investor Class
BUBSX
| 3.94% | 3.90% | 0.54 | 3.55% | 4.72% | 0.400% | $9.59B | ||
| BBH Limited Duration Fund Class Institutional
BBBIX
| 4.43% | 4.52% | 0.95 | 3.41% | 5.82% | 0.270% | $11.50B | ||
| BBH Limited Duration Fund Class N
BBBMX
| 4.35% | 4.44% | 0.95 | 3.23% | 5.70% | 0.350% | $11.50B | ||
| BlackRock Short Obligations Fund Class K
BBSOX
| 4.06% | 4.11% | — | 3.58% | 4.83% | 0.300% | $958.01M | ||
| BlackRock Short Obligations Fund Institutional Shares
BISOX
| 3.96% | 4.01% | — | 3.58% | 4.74% | 0.350% | $958.01M |
United States