Short-Term Bond
Short-term bond portfolios invest primarily in corporate and other investment-grade U.S. fixed-income issues and have durations of one to 3.5 years (or, if duration is unavailable, average effective maturities of one to four years). These portfolios are attractive to fairly conservative investors, because they are less sensitive to interest rates than portfolios with longer durations. Morningstar®
JPMorgan Current Income Fund (JPCIX)
| Performance (1-yr.): 0.26% | Expenses: 0.25% |
| Performance (1-mo.): 0.01% | Total Assets: $10.4M |
PIMCO Short Asset Investment Fund (PAIAX)
| Performance (1-yr.): — | Expenses: 0.59% |
| Performance (1-mo.): 0.13% | Total Assets: $62.15M |
PL Short Duration Bond Fund (None)
| Performance (1-yr.): 1.76% | Expenses: 0.55% |
| Performance (1-mo.): 0.20% | Total Assets: $229.45M |
PL Short Duration Income Fund (PLADX)
| Performance (1-yr.): 5.72% | Expenses: 0.86% |
| Performance (1-mo.): 0.53% | Total Assets: $55.4M |
Scout Low Duration Bond Fund (SCLDX)
| Performance (1-yr.): — | Expenses: 0.40% |
| Performance (1-mo.): 0.21% | Total Assets: $20.23M |
SEI Daily Income Ultra Short Duration Bond Fund (SECPX)
| Performance (1-yr.): 1.79% | Expenses: 0.74% |
| Performance (1-mo.): 0.07% | Total Assets: $264.17M |
SIIT Ultra Short Duration Bond Fund (SUSAX)
| Performance (1-yr.): 2.07% | Expenses: 0.15% |
| Performance (1-mo.): 0.18% | Total Assets: $474.2M |
Sit Quality Income Fund (SQIFX)
| Performance (1-yr.): — | Expenses: 0.90% |
| Performance (1-mo.): 0.23% | Total Assets: $6.14M |
Sterling Capital Securitized Opportunities Fund (SCSSX)
| Performance (1-yr.): 3.22% | Expenses: 0.87% |
| Performance (1-mo.): 0.76% | Total Assets: $66.29M |
Strategic Advisers Short Duration Fund (FAUDX)
| Performance (1-yr.): 1.48% | Expenses: 0.57% |
| Performance (1-mo.): 0.16% | Total Assets: $6.02B |
