MULSX

Active

Ultra Short Income Portfolio

Category: Other (5,046 funds)

Expense Ratio
0.25%
Annual Cost per $10K
$25.00
30-Year Fee Drag per $10K
$5,159
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+4.63%

Asset Allocation

US Bond
15%
Intl Bond
12%
Cash
73%

Fee Comparison

MULSX
0.25%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

75% cheaper than category average

Historical Returns

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

+16.61%3Y
Compare to

Fee Impact Calculator

$
%
MULSX at 0.25%$354,819
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$25,794
Cost vs index fund−$22,606

Similar Funds (100)

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

TickerNameER
MULSXUltra Short Income Portfolio0.25%
MUAIXUltra Short Income Portfolio0.40%
IBDQiShares iBonds Dec 2025 Term Corporate ETF0.10%
SHViShares Short Treasury Bond ETF0.15%
BSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF0.43%
DFIHXDFA ONE-YEAR FIXED INCOME PORTFOLIO$1M min0.13%
IBHEiShares iBonds 2025 Term High Yield and Income ETF0.35%
TUASimplify Short Term Treasury Futures Strategy ETF0.15%
FIFGXFidelity SAI Inflation-Focused Fund0.39%
IBMNiShares iBonds Dec 2025 Term Muni Bond ETF0.18%
HIGHSimplify Enhanced Income ETF0.50%
SPSMSPDR(R) Portfolio S&P 600 Small Cap ETF0.03%
TMSSXT. Rowe Price Multi-Strategy Total Return Fund1.04%
BILSPDR(R) Bloomberg 1-3 Month T-Bill ETF0.14%
ABRCXInvesco Balanced-Risk Allocation Fund1.08%
ICSHiShares Ultra Short Duration Bond Active ETF0.08%
SGOViShares 0-3 Month Treasury Bond ETF0.07%
BRCAXInvesco Balanced-Risk Commodity Strategy Fund2.15%
SPMDSPDR(R) Portfolio S&P 400 Mid Cap ETF0.03%
SPDWSPDR Portfolio Developed World ex- US ETF0.03%
KOMPSPDR S&P Kensho New Economies Composite ETF0.20%
GSLPXGoldman Sachs Tactical Tilt Overlay Fund0.78%
TYASimplify Intermediate Term Treasury Futures Strategy ETF0.15%
BUCKSimplify Treasury Option Income ETF0.35%
FCSSXFidelity Series Commodity Strategy Fund0.00%
JSOAXJPMorgan Strategic Income Opportunities Fund0.60%
GABFXGMO Asset Allocation Bond Fund0.48%
SLYVSPDR(R) S & P 600 Small Cap Value ETF0.15%
SSMHXSTATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO0.02%
BUFRFT Vest Laddered Buffer ETF0.95%
SCUSSchwab Ultra-Short Income ETF0.14%
PDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF0.59%
SLYGSPDR(R) S & P 600 Small Cap Growth ETF0.15%
TSLLDirexion Daily TSLA Bull 2X Shares1.08%
HARDSimplify Commodities Strategy No K-1 ETF0.78%
BILSSPDR Bloomberg 3-12 Month T-Bill ETF0.14%
PIMGMVAPIMCO Balanced Allocation Portfolio0.90%
XSWSPDR(R) S&P(R) Software & Services ETF0.35%
CDXSimplify High Yield ETF0.25%
EAPCXParametric Commodity Strategy Fund0.92%
SQQQProShares UltraPro Short QQQ0.95%
RYAIXInverse NASDAQ-100 Strategy Fund1.47%
QDARXAQR Diversified Arbitrage Fund1.77%
BITOProShares Bitcoin ETF0.95%
GCCUXGoldman Sachs Commodity Strategy Fund0.61%
SSMKXSTATE STREET SMALL/MID CAP EQUITY INDEX FUND0.04%
PSKSPDR(R) ICE Preferred Securities ETF0.45%
CRDBXPotomac Defensive Bull Fund1.39%
COMTiShares GSCI Commodity Dynamic Roll Strategy ETF0.48%
NVDUDirexion Daily NVDA Bull 2X Shares1.04%
XHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF0.03%
DFCFXDFA TWO-YEAR FIXED INCOME PORTFOLIO0.21%
GWXSPDR(R) S&P(R) International Small Cap ETF0.40%
FYHTXFidelity Commodity Strategy Fund0.63%
BUFDFT Vest Laddered Deep Buffer ETF0.95%
EWXSPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF0.65%
SHProShares Short S&P5000.89%
DBMFiMGP DBI Managed Futures Strategy ETF0.85%
FJULFT Vest U.S. Equity Buffer ETF - July0.85%
FFEBFT Vest U.S. Equity Buffer ETF - February0.85%
CMDYiShares Bloomberg Roll Select Commodity Strategy ETF0.28%
FDECFT Vest U.S. Equity Buffer ETF - December0.85%
FJANFT Vest U.S. Equity Buffer ETF - January0.85%
FJUNFT Vest U.S. Equity Buffer ETF - June0.85%
FMAYFT Vest U.S. Equity Buffer ETF - May0.85%
FAUGFT Vest U.S. Equity Buffer ETF - August0.85%
FNOVFT Vest U.S. Equity Buffer ETF - November0.85%
FMARFT Vest U.S. Equity Buffer ETF - March0.85%
FSEPFT Vest U.S. Equity Buffer ETF - September0.85%
BUFQFT Vest Laddered Nasdaq Buffer ETF1.00%
FOCTFT Vest U.S. Equity Buffer ETF - October0.85%
CMCAXCM Commodity Index Fund0.95%
FAPRFT Vest U.S. Equity Buffer ETF - April0.85%
SOXSDirexion Daily Semiconductor Bear 3X Shares0.97%
QGMRXAQR Macro Opportunities Fund1.35%
BITUProShares Ultra Bitcoin ETF0.95%
BUFCAB Conservative Buffer ETF0.69%
PSQProShares Short QQQ0.95%
QRCRXAQR Risk-Balanced Commodities Strategy Fund0.93%
AMZUDirexion Daily AMZN Bull 2X Shares1.06%
QJUNFT Vest Nasdaq-100 Buffer ETF - June0.90%
SPXUProShares UltraPro Short S&P5000.89%
SPXSDirexion Daily S&P 500 Bear 3X Shares1.02%
QDECFT Vest Nasdaq-100 Buffer ETF - December0.90%
TMETiShares Transition-Enabling Metals ETF0.48%
DGTSPDR(R) Global Dow ETF0.50%
UYGProShares Ultra Financials0.95%
SDSProShares UltraShort S&P5000.89%
PCLAXPIMCO CommoditiesPLUS Strategy Fund1.28%
QMARFT Vest Nasdaq-100 Buffer ETF - March0.90%
MSFUDirexion Daily MSFT Bull 2X Shares1.04%
BURGXVest US Large Cap 10% Buffer Strategies Fund0.93%
BPRTXBeacon Planned Return Strategy Fund
BUFZFT Vest Laddered Moderate Buffer ETF0.95%
AAPUDirexion Daily AAPL Bull 2X Shares1.04%
GMARFT Vest U.S. Equity Moderate Buffer ETF - March0.85%
GJUNFT Vest U.S. Equity Moderate Buffer ETF - June0.85%
DJULFT Vest U.S. Equity Deep Buffer ETF - July0.85%
GJULFT Vest U.S. Equity Moderate Buffer ETF - July0.85%
QSPTFT Vest Nasdaq-100 Buffer ETF - September0.90%
XDECFT Vest U.S. Equity Enhance & Moderate Buffer ETF - December0.85%

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