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®
#11 PIMCO Low Duration III Fund (PLDIX)
| Performance (1-yr.): 2.99% | Expenses: 0.50% |
| Performance (1-mo.): 1.03% | Total Assets: $276.81M |
#12 Baird Short-Term Bond Fund (BSBIX)
| Performance (1-yr.): 2.87% | Expenses: 0.30% |
| Performance (1-mo.): 0.16% | Total Assets: $1.49B |
#13 JPMorgan Limited Duration Bond Fund (ONUAX)
| Performance (1-yr.): 5.24% | Expenses: 0.73% |
| Performance (1-mo.): 0.36% | Total Assets: $531.29M |
#14 TIAA-CREF Short Term Bond Fund (TISIX)
| Performance (1-yr.): 2.17% | Expenses: 0.30% |
| Performance (1-mo.): 0.54% | Total Assets: $1.11B |
#15 PIMCO Low Duration II Fund (PLDTX)
| Performance (1-yr.): 1.77% | Expenses: 0.50% |
| Performance (1-mo.): 0.78% | Total Assets: $726.78M |
#16 Cavanal Hill Funds Short-Term Income Fund (APSTX)
| Performance (1-yr.): 3.48% | Expenses: 0.68% |
| Performance (1-mo.): 0.21% | Total Assets: $141.64M |
#17 Pioneer Short Term Income Fund (STABX)
| Performance (1-yr.): 3.78% | Expenses: 0.90% |
| Performance (1-mo.): 0.17% | Total Assets: $300.29M |
#18 William Blair Income Fund (WBRRX)
| Performance (1-yr.): 2.50% | Expenses: 0.83% |
| Performance (1-mo.): 1.20% | Total Assets: $133.56M |
#19 Vanguard Short Term Investment Grade Fund (VFSTX)
| Performance (1-yr.): 2.87% | Expenses: 0.20% |
| Performance (1-mo.): 0.41% | Total Assets: $45.12B |
#20 Homestead Funds Short Term Bond Fund (HOSBX)
| Performance (1-yr.): 3.94% | Expenses: 0.76% |
| Performance (1-mo.): 0.13% | Total Assets: $462.86M |
