Short-Term Investments Trust: Treasury Portfolio; Institutional Class Shares (TRPXX)

1 0.00%
Jun 29 close; Powered by IEX
Pros
3-year return above the benchmark
15-year return above the benchmark
Low expense ratio
No sales load or distribution fees
Cons
5-year return below the benchmark
10-year return below the benchmark

Pros

  1. TRPXX 3-year return is 1.49%, which is in line with the 3-year return of the benchmark index (USTREAS Treasury Bill Auction Average 3 Month), 1.64%.
  2. TRPXX 15-year return is 1.21%, which is in line with the 15-year return of the benchmark index (USTREAS Treasury Bill Auction Average 3 Month), 1.26%.
  3. TRPXX expense ratio is 0.18%, which is considered low. Nice job picking a low-cost fund.
  4. Good news: this fund does not have 12b1, front-end or back-end sales fees.

Cons

  1. TRPXX 5-year return is 1.03%, which is lower than the 5-year return of the benchmark index (USTREAS Treasury Bill Auction Average 3 Month), 1.17%.
  2. TRPXX 10-year return is 0.53%, which is lower than the 10-year return of the benchmark index (USTREAS Treasury Bill Auction Average 3 Month), 0.61%.