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BUSRX vs FULIX

Both BUSRX and FULIX are mutual funds. BUSRX has a lower 5-year return than FULIX (1.55% vs 2.12%). BUSRX has a higher expense ratio than FULIX (0.63% vs 0.36%). Below is the comparison between BUSRX and FULIX.

BUSRX FULIX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: Ultrashort Bond Taxable Fixed Income: Ultrashort Bond
Family Sterling Capital Funds Federated
Net Assets $6.80M $6.27B
Expense Ratio 0.63% 0.36%
Management Style active active
Dividend Yield 1.10% 1.04%
Minimum Investment $3,000.00 $25,000.00
YTD Return 0.19% 0.48%
1-Year Return 0.14% 0.19%
3-Year Return 1.96% 2.41%
5-Year Return 1.55% 2.12%
10-Year Return N/A 1.64%

BUSRX description

The Fund seeks current income and competitive total return. The Fund will invest primarily in US government issued securities or of its agencies, corporate debt securities, investment grade asset- and mortgage- backed securities, municipal securities, US Dollar-denominated foreign securities and variable instruments.

BUSRX performance & returns

YTD Return 0.19%
1-Month Return 0.08%
3-Month Return 0.14%
1-Year Return 0.14%
3-Year Return 1.96%
5-Year Return 1.55%
10-Year Return N/A
BUSRX expense ratio is 0.63%.

BUSRX holdings

Top 10 Holdings (11.91% of Total Assets)

Name Symbol % Assets
Federated Hermes Treasury Obl IS TOIXX 2.33%
Ford Credit Auto Owner Trust 2.31% N/A 1.32%
Sunoco Logistics Partners Operations L.P. 4.4% N/A 1.22%
Santander Drive Auto Tr 2020-3 0.69% N/A 1.10%
DBUBS 2011-LC1 MTG TR 4.54% N/A 1.01%
America Movil S.A.B. de C.V. 3.12% N/A 1.00%
Athene Global Funding 2015-1 3% N/A 0.99%
Nordea Bank ABP 2.25% N/A 0.98%
Dominion Energy Inc 4.1% N/A 0.98%
Avis Budget Rental Car Funding AESOP LLC 2.72% N/A 0.98%

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FULIX description

The Fund seeks to provide total return consistent with current income by investing primarily in a diversified portfolio of investment grade debt securities.

FULIX performance & returns

YTD Return 0.48%
1-Month Return 0.06%
3-Month Return 0.19%
1-Year Return 0.19%
3-Year Return 2.41%
5-Year Return 2.12%
10-Year Return 1.64%
FULIX expense ratio is 0.36%.

FULIX holdings

Top 10 Holdings (15.48% of Total Assets)

Name Symbol % Assets
Federated Hermes Inst Prime Val Obl IS PVOXX 5.30%
Us 2yr Note (Cbt) Dec20 Xcbt 20201231 N/A 2.43%
Federated Bank Loan Core N/A 2.00%
High Yield Bond Portfolio N/A 1.81%
Federal Home Loan Mortgage Corporation 0.6% N/A 0.88%
FONTAINEBLEAU MIAMI BEACH TRUST 3.45% N/A 0.84%
VOLVO FINANCIAL EQUIPMENT MASTER 0.65% N/A 0.77%
Nextgear Floorplan Master Owner Trust 3.46% N/A 0.74%
NAVIENT PRIVATE EDUCATION REFI LOAN TRUST 1.17% N/A 0.71%

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