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
| 3.56% | 3.65% | 1.32 | 3.28% | 4.91% | 0.850% | $435.04M | ||
| AAM/HIMCO Short Duration Fund Class C
ASDCX
| 2.90% | 2.86% | 1.32 | 2.47% | 4.12% | 1.600% | $435.04M | ||
| AAM/HIMCO Short Duration Fund Class I
ASDIX
| 3.85% | 3.89% | 1.32 | 3.53% | 5.16% | 0.600% | $435.04M | ||
| AB Ultra Short Income ETF
YEAR
| 4.00% | 4.09% | 0.97 | 3.50% | 4.86% | 0.250% | $1.52B | ||
| Allspring Ultra Short-Term Income Fund - Class A
SADAX
| 3.89% | 4.07% | 0.82 | 4.01% | 5.34% | 0.510% | $1.77B | ||
| Allspring Ultra Short-Term Income Fund - Class Inst
SADIX
| 4.16% | 4.26% | 0.82 | 4.33% | 5.61% | 0.260% | $1.77B | ||
| Allspring Ultra Short-Term Income Fund Class A2
WUSNX
| 4.00% | 4.11% | 0.82 | 4.18% | 5.45% | 0.410% | $1.77B | ||
| Alpha Architect 1-3 Month Box ETF
BOXX
| −0.19% | 0.00% | — | 4.06% | 4.70% | 0.190% | $13.50B | ||
| American Century Multisector Floating Income ETF
FUSI
| 4.90% | 5.23% | 0.24 | 4.90% | 5.83% | 0.190% | $22.66M | ||
| Amplify Samsung SOFR ETF
SOFR
| 3.53% | 3.83% | — | 3.84% | — | 0.200% | $454.74M | ||
| Angel Oak Ultrashort Income ETF
UYLD
| 4.56% | 4.63% | 0.81 | 4.54% | 5.84% | 0.350% | $1.58B | ||
| Angel Oak UltraShort Income Fund Class A
AOUAX
| 4.11% | 4.45% | 0.83 | 4.42% | 5.70% | 0.600% | $819.63M | ||
| Angel Oak UltraShort Income Fund Class A1
AOUNX
| 4.15% | 4.43% | 0.83 | 4.40% | 5.70% | 0.600% | $819.63M | ||
| Angel Oak UltraShort Income Fund Institutional Class
AOUIX
| 4.46% | 4.70% | 0.83 | 4.68% | 6.00% | 0.350% | $819.63M | ||
| Aristotle Ultra Short Income Class I
PLUIX
| 3.75% | 4.41% | 0.58 | 4.25% | 5.41% | 0.320% | $47.54M | ||
| Aristotle Ultra Short Income Class I-2
PLUDX
| 3.75% | 4.47% | 0.58 | 4.31% | 5.43% | 0.320% | $47.54M | ||
| Aristotle Ultra Short Income Fund Class A
PLUAX
| 3.57% | 3.84% | 0.58 | 3.98% | 5.17% | 0.570% | $47.54M | ||
| Aristotle Ultra Short Income Fund Class H | — | — | 0.58 | — | — | 0.320% | $47.54M | ||
| Arrow Reserve Capital Management ETF
ARCM
| 3.76% | 3.61% | — | 3.58% | 4.52% | 0.500% | $51.06M | ||
| Baird Ultra Short Bond Fund Institutional Class
BUBIX
| 4.34% | 4.21% | 0.54 | 4.19% | 5.13% | 0.150% | $9.53B | ||
| Baird Ultra Short Bond Fund Investor Class
BUBSX
| 3.79% | 3.95% | 0.54 | 3.92% | 4.85% | 0.400% | $9.53B | ||
| BBH Limited Duration Fund Class Institutional
BBBIX
| 4.44% | 4.58% | 0.95 | 4.35% | 6.06% | 0.270% | $11.50B | ||
| BBH Limited Duration Fund Class N
BBBMX
| 4.36% | 4.50% | 0.95 | 4.17% | 5.98% | 0.350% | $11.50B | ||
| BlackRock Short Obligations Fund Class K
BBSOX
| 4.03% | 4.17% | — | 3.91% | 4.91% | 0.300% | $961.68M | ||
| BlackRock Short Obligations Fund Institutional Shares
BISOX
| 3.92% | 4.08% | — | 3.83% | 4.83% | 0.350% | $961.68M |
United States