JSTIX

ActiveMin. $1M

Income Fund

Category: Other (5,046 funds)

Expense Ratio

0.42%

Annual Cost per $10K

$42.00

30-Year Fee Drag per $10K

$8,472

at 7% annual return

Fund Type

Mutual Fund

Active · Min: $1M

Trailing 12-Month

+4.68%

Asset Allocation

US Equity

US Bond

58%

Intl Bond

39%

Cash

Fee Comparison

JSTIX

0.42%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

58% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+15.78%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

JSTIX at 0.42%$338,253

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$42,360

Cost vs index fund−$39,171

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

Ticker	Name	ER	1yr	3yr	5yr
JSTIX	Income Fund	0.42%	+4.68%	+5.01%	+1.61%
JHFIX	Income Fund	0.42%	+4.37%	+4.70%	+1.32%
GOBSX	BrandywineGLOBAL - Global Opportunities Bond Fund	0.55%	+3.42%	+2.98%	-1.02%
PULS	PGIM Ultra Short Bond ETF	0.15%	+5.27%	+5.70%	+3.62%
DFSD	Dimensional Short-Duration Fixed Income ETF	0.16%	+5.91%	+5.12%	—
DOXLX	Dodge & Cox Global Bond Fund	0.37%	+5.66%	+7.84%	—
DHGAX	BNY Mellon Global Fixed Income Fund	0.84%	+3.11%	+2.23%	+2.14%
DTBRX	PGIM Total Return Bond Fund	0.75%	+3.50%	+3.82%	-0.44%
DINAX	Morgan Stanley Income Opportunities Fund	0.57%	+7.75%	+6.80%	+3.15%
AGDAX	AB HIGH INCOME FUND INC	0.90%	+8.32%	+9.53%	+5.52%
PYAIX	Payden Absolute Return Bond Fund	0.48%	+6.28%	+6.38%	+3.90%
PDAAX	PIMCO Diversified Income Fund	1.04%	+7.49%	+7.62%	+2.13%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+6.90%	+6.32%	+3.00%
MBRRX	MFS Corporate Bond Fund	0.51%	+3.45%	+4.65%	-0.44%
PSFAX	PIMCO Short-Term Fund	0.73%	+5.17%	+5.31%	+2.97%
VCTPX	Inflation Protected Fund	0.54%	+2.87%	+2.04%	+1.03%
SDMAX	PGIM Short Duration Multi-Sector Bond Fund	0.62%	+5.60%	+5.55%	+2.52%
MOFAX	Mercer Opportunistic Fixed Income Fund	0.82%	—	—	—
PAIIX	PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)	0.61%	+7.11%	+5.74%	+2.56%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+6.71%	+6.81%	+3.50%
NEZNX	Loomis Sayles Strategic Income Fund	0.62%	+9.30%	+7.50%	+3.62%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
FLDR	Fidelity Low Duration Bond Factor ETF	0.15%	+5.20%	+5.57%	+3.07%
ETSIX	Eaton Vance Strategic Income Fund	1.46%	+8.98%	+7.99%	+4.86%
PFOAX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	0.57%	+4.81%	+4.88%	+1.24%
LPXAX	Cohen & Steers Low Duration Preferred and Income Fund, Inc.	0.60%	+7.03%	+6.59%	+3.57%
AGBGX	Global Bond Fund	0.02%	+3.92%	+3.74%	+0.53%
VNLA	Janus Henderson Short Duration Income ETF	0.23%	+5.81%	+5.65%	+3.21%
PADAX	PGIM Absolute Return Bond Fund	0.95%	+5.85%	+6.45%	+4.54%
SHOAX	American Beacon SiM High Yield Opportunities Fund	1.07%	+7.18%	+9.31%	+7.01%
SGHRX	DWS Global High Income Fund	0.55%	+7.97%	+9.17%	+4.72%
STRKX	Victory Pioneer Strategic Income Fund	0.59%	—	—	—
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	0.60%	+6.87%	+9.41%	—
LSYAX	Lord Abbett Short Duration High Yield Fund	1.05%	+7.79%	+9.07%	+6.05%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+5.71%	+5.60%	+2.27%
NUSFX	Ultra-Short Fixed Income Fund	0.26%	+5.19%	+5.53%	+2.94%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+5.07%	+5.31%	+2.88%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
GSST	Goldman Sachs Ultra Short Bond ETF	0.16%	+5.26%	+5.41%	+3.22%
JESNX	Strategic Income Opportunities Trust	0.96%	+5.39%	+5.14%	+2.02%
PCSFX	Capital Securities Fund	0.04%	+8.50%	+7.64%	+4.01%
HSNFX	THE HARTFORD STRATEGIC INCOME FUND	0.53%	+7.74%	+8.06%	+3.15%
JPST	JPMorgan Ultra-Short Income ETF	0.18%	+4.98%	+5.10%	+3.12%
JINCX	JPMorgan Unconstrained Debt Fund	0.91%	+5.50%	+5.43%	+2.99%
PGBRX	Putnam Global Income Trust	0.68%	+6.96%	+1.84%	-1.92%
PREF	Principal Spectrum Preferred Securities Active ETF	0.55%	+7.67%	+7.35%	+3.35%
PNARX	Spectrum Preferred and Capital Securities Income Fund	1.05%	+6.51%	+6.34%	+2.90%
PHSAX	PIMCO High Yield Spectrum Fund	1.00%	+7.86%	+9.79%	+5.34%
GBOAX	JPMorgan Global Bond Opportunities Fund	1.31%	+6.25%	+5.68%	+2.91%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
TRDZX	T. Rowe Price Dynamic Global Bond Fund	0.50%	+7.15%	+1.47%	+2.52%
BXFAX	MassMutual Global Floating Rate Fund	0.75%	+5.38%	+9.77%	—
PSTPX	Palmer Square Income Plus Fund	0.62%	+5.65%	—	—
CBGRX	Calvert Green Bond Fund	0.43%	+3.98%	+3.99%	+0.10%
DIAL	Columbia Diversified Fixed Income Allocation ETF	0.29%	+5.05%	+5.36%	+0.26%
TRZWX	T. Rowe Price Ultra Short-Term Bond Fund	0.19%	+5.68%	+5.98%	—
PIINX	PIMCO Income Fund	1.08%	+7.58%	+6.94%	+3.88%
RPELX	T. Rowe Price Dynamic Credit Fund	0.55%	+8.26%	+6.73%	+5.80%
VPVSTDV	PIMCO Short-Term Portfolio	0.62%	+5.35%	+5.39%	+3.07%
BKUI	BNY Mellon Ultra Short Income ETF	0.12%	+5.07%	+5.17%	—
PHDTX	PACE High Yield Investments	1.06%	+8.11%	+9.48%	—
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+6.89%	+7.20%	+4.48%
LHYOX	Lord Abbett High Yield Fund	0.63%	+7.34%	+8.03%	+4.37%
MLMRX	MFS Limited Maturity Fund	1.33%	+4.94%	+4.73%	+2.00%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
PUCQX	PGIM Strategic Bond Fund	0.59%	+6.40%	+6.25%	+2.16%
MFIWX	MFS Income Fund	0.40%	+4.14%	+4.67%	+0.87%
PTRAX	PIMCO Total Return Fund	0.76%	+4.31%	+3.82%	-0.30%
NBFC	Neuberger Berman Flexible Credit Income ETF	0.40%	+8.70%	—	—
DGFZX	Destinations Global Fixed Income Opportunities Fund	0.88%	+7.05%	+7.28%	+5.30%
TNUAX	1290 Diversified Bond Fund	0.75%	+1.81%	+1.19%	-0.50%
PYGSX	Payden Global Low Duration Fund	0.70%	+5.15%	+4.93%	+2.52%
PFRIX	PGIM Floating Rate Income Fund	0.80%	+7.48%	+9.03%	+6.96%
HOBEX	Holbrook Income Fund	1.31%	+8.51%	+5.67%	+5.75%
AMFNX	Virtus AlphaSimplex Managed Futures Strategy Fund	1.33%	-16.82%	—	—
VPVGBDV	PIMCO Global Bond Opportunities Portfolio (Unhedged)	1.08%	+7.34%	+5.48%	+0.57%
DGCB	Dimensional Global Credit ETF	0.20%	+4.56%	—	—
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fund	0.60%	+5.96%	+7.48%	+4.33%
LAUVX	Lord Abbett Income Fund	0.45%	+4.21%	+5.21%	+1.33%
IGBWX	Voya Global Bond Fund	0.65%	+4.15%	+4.31%	-1.21%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+4.38%	+5.04%	+0.05%
APDFX	Artisan High Income Fund	0.80%	+9.24%	+9.46%	+6.70%
BJBHX	abrdn High Income Opportunities Fund	0.96%	+7.02%	+8.67%	—
PGBPX	PIMCO Global Advantage Strategy Bond Fund	0.99%	—	—	—
DEGGX	Nomura Strategic Income Fund	0.85%	+7.23%	+6.96%	+3.11%
FCFAX	Frost Credit Fund	0.66%	+6.15%	+7.21%	+4.99%
GNCFX	Goldman Sachs Multi-Manager Non-Core Fixed Income Fund	0.70%	+9.06%	+9.27%	+4.00%
WAHSX	Western Asset High Yield Fund	0.65%	+9.38%	+8.82%	+4.84%
FLUD	Franklin Ultra Short Bond ETF	0.15%	+5.24%	+5.31%	+3.14%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+5.71%	+5.23%	+2.05%
PGASADM	PIMCO Global Core Bond (Hedged) Portfolio	0.89%	+5.08%	+4.51%	+0.86%
LMLCX	Western Asset SMASh Series C Fund	0.03%	+2.13%	+7.58%	+4.16%
PGBAX	Diversified Income Fund	1.06%	+5.72%	+5.71%	+4.42%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
PKBIX	Payden Managed Income Fund	1.26%	+7.06%	+6.59%	+4.40%
NWXGX	Nationwide Strategic Income Fund	0.49%	+8.41%	+7.98%	+6.79%
JPDAX	JPMorgan Preferred and Income Securities Fund	0.87%	+7.43%	+6.45%	—
JMGIX	JPMorgan Managed Income Fund	0.25%	+4.89%	+4.95%	+2.98%
HFHFX	Hartford Low Duration High Income Fund	0.66%	+7.81%	+7.93%	+5.59%
GBIRX	Goldman Sachs Global Core Fixed Income Fund	0.52%	+3.45%	+4.12%	+0.10%

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