Investment Test Drive

BUSIX Sterling Capital Ultra Short Bond Instl

6 lower fee alternatives found

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Fund BUSIX Sterling Capital Ultra Short Bond Instl FLRN SPDR® Blmbg Barclays Inv Grd Flt Rt ETF NEAR iShares Short Maturity Bond  
100% 88% 95%
Annual Fees
(0.43% Exp. Ratio)
(0.15% Exp. Ratio)
(0.26% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 1.88% annual return
$15,343.42 $16,692.03 $16,149.09
Est. savings over 30 yrs +$1,348.61 +$805.66
As of 12/31/16
1 YR RETURN 1.33%
3 YR 0.71%
5 YR --
10 YR --
1 YR RETURN 1.59%
3 YR 0.73%
5 YR 1.35%
10 YR --
1 YR RETURN 1.42%
3 YR 0.95%
5 YR --
10 YR --
The investment seeks to provide current income and competitive total return. The fund normally invests at least 80% of its net assets plus borrowings for investment purposes in fixed income securities (bonds). It may invest up to 10% of its total assets in bonds that are below investment grade. The fund will maintain an average duration of 18 months or less.
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Bloomberg Barclays U.S. Dollar Floating Rate Note < 5 Years Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index or in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. The index is designed to measure the performance of U.S. dollar-denominated, investment grade floating rate notes. The fund is non-diversified.
The investment seeks to maximize current income. The fund seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets in a portfolio of U.S. dollar-denominated investment-grade fixed-income securities. Under normal circumstances, the effective duration of its portfolio is expected to be one year or less, as calculated by the management team. It is an actively managed exchange-traded fund ("ETF") that does not seek to replicate the performance of a specified index. The fund is non-diversified.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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