ARMLX vs MULSX

Both ARMLX and MULSX are mutual funds. ARMLX has a higher 5-year return than MULSX (2.38% vs 1.3%). ARMLX has a higher expense ratio than MULSX (0.34% vs 0.18%). Below is the comparison between ARMLX and MULSX.

ARMLX MULSX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Ultrashort Bond Taxable Fixed Income: Ultrashort Bond
Family Franklin Templeton Investments Morgan Stanley
Net Assets $46.50M $3.87B
Expense Ratio 0.34% 0.18%
Management Style active active
Dividend Yield 1.28% 0.15%
Minimum Investment $1,000,000.00 $10,000,000.00
YTD Return -0.17% N/A
1-Year Return -0.22% 0.03%
3-Year Return 2.05% 1.03%
5-Year Return 2.38% 1.30%
10-Year Return 2.09% N/A

ARMLX description

The Fund seeks high current income and to limit the degree of fluctuation of its net asset value by investing principally in a portfolio of adjustable rate securities, many of which will also be US Government securities.

ARMLX performance & returns

YTD Return -0.17%
1-Month Return 0.01%
3-Month Return -0.22%
1-Year Return -0.22%
3-Year Return 2.05%
5-Year Return 2.38%
10-Year Return 2.09%
ARMLX expense ratio is 0.34%.

ARMLX holdings

Top 10 Holdings (28.05% of Total Assets)

Name Symbol % Assets
Western Asset Prem Instl Govtt Rsrv Pref WACXX 16.11%
United States Treasury Notes 0.12% N/A 2.40%
US Treasury Note 0.38% N/A 1.75%
Wells Fargo & Company 1.49% N/A 1.40%
JPMorgan Chase & Co. 1.49% N/A 1.21%
Goldman Sachs Group, Inc. 1.26% N/A 1.15%
Charter Communications Operating, LLC/Charter Communications Operating Capi N/A 1.11%
Citigroup Inc. 1.21% N/A 0.98%
Verizon Communications Inc. 1.38% N/A 0.97%
Government National Mortgage Association 1.15% N/A 0.97%

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MULSX description

The Portfolio seeks current income with capital preservation while maintaining liquidity. It invests in liquid, high quality US dollar-denominated money market instruments of U.S. and foreign financial issuers and non-financial issuers. It intends to maintain a maximum weighted average maturity of 90 days or less.

MULSX performance & returns

YTD Return N/A
1-Month Return 0.01%
3-Month Return 0.03%
1-Year Return 0.03%
3-Year Return 1.03%
5-Year Return 1.30%
10-Year Return N/A
MULSX expense ratio is 0.18%.

MULSX holdings

Top 10 Holdings (7.49% of Total Assets)

Name Symbol % Assets
Wells Fargo & Company 2.1% N/A 1.35%
QATAR NATIONAL BANK SAQ 09/21 0 N/A 1.13%
Wells Fargo & Company 4.6% N/A 0.88%
Wells Fargo & Company 2.5% N/A 0.84%
SUMITOMO TRUST AND BANKING 03/21 0 N/A 0.65%
Wells Fargo & Company 1.24% N/A 0.64%
LANDESBANK HESSEN THURINGEN 02/21 0 N/A 0.52%
Jyske Bank A/S 03/21 Zcp N/A 0.52%
Jyske Bank A/S 02/21 Zcp N/A 0.52%
Mizuho Securities Co., Ltd. 0.47% N/A 0.44%

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