PSDSX

Active

Palmer Square Ultra-Short Duration Investment Grade Fund

Category: Other (5,046 funds)

Expense Ratio

0.50%

Annual Cost per $10K

$50.00

30-Year Fee Drag per $10K

$9,979

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+4.85%

Asset Allocation

US Bond

52%

Intl Bond

43%

Cash

Other

Fee Comparison

PSDSX

0.50%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

49% cheaper than category average

Historical Returns

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

+17.02%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

PSDSX at 0.50%$330,718

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$49,894

Cost vs index fund−$46,706

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
PSDSX	Palmer Square Ultra-Short Duration Investment Grade Fund	0.50%	+4.85%	+5.38%	+3.03%
DOXLX	Dodge & Cox Global Bond Fund	0.37%	+4.99%	+9.85%	—
PFOAX	PIMCO International Bond Fund (U.S. Dollar-Hedged)	0.57%	+3.95%	+5.99%	+1.17%
DHGAX	BNY Mellon Global Fixed Income Fund	0.84%	+2.83%	+1.57%	+1.67%
LPXAX	Cohen & Steers Low Duration Preferred and Income Fund, Inc.	0.60%	+6.49%	+7.79%	+3.88%
TRDZX	T. Rowe Price Dynamic Global Bond Fund	0.50%	+6.34%	+0.73%	+2.54%
PCSFX	Capital Securities Fund	0.04%	+8.50%	+7.64%	+4.01%
JHFIX	Income Fund	0.42%	+4.37%	+4.70%	+1.32%
GBOAX	JPMorgan Global Bond Opportunities Fund	1.31%	+6.25%	+5.68%	+2.91%
PAIIX	PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged)	0.61%	+6.50%	+6.83%	+2.66%
GOBSX	BrandywineGLOBAL - Global Opportunities Bond Fund	0.55%	+2.30%	+5.81%	-0.54%
PNARX	Spectrum Preferred and Capital Securities Income Fund	1.05%	+6.51%	+6.34%	+2.90%
ETSIX	Eaton Vance Strategic Income Fund	1.46%	+8.50%	+8.97%	+5.03%
DINAX	Morgan Stanley Income Opportunities Fund	0.57%	+7.41%	+7.93%	+3.30%
SGHRX	DWS Global High Income Fund	0.55%	+7.47%	+10.90%	+5.13%
PULS	PGIM Ultra Short Bond ETF	0.15%	+5.27%	+5.70%	+3.62%
JPST	JPMorgan Ultra-Short Income ETF	0.18%	+4.98%	+5.10%	+3.12%
DEGGX	Nomura Strategic Income Fund	0.85%	+6.67%	+8.91%	+3.36%
DGFZX	Destinations Global Fixed Income Opportunities Fund	0.88%	+7.05%	+7.28%	+5.30%
DFSD	Dimensional Short-Duration Fixed Income ETF	0.16%	+5.52%	+5.95%	—
PDAAX	PIMCO Diversified Income Fund	1.04%	+7.06%	+9.65%	+2.52%
AGDAX	AB HIGH INCOME FUND INC	0.90%	+7.25%	+11.56%	+5.81%
PGBPX	PIMCO Global Advantage Strategy Bond Fund	0.99%	—	—	—
WFBFX	Capital World Bond Fund	0.48%	+2.57%	+6.06%	-1.44%
DTBRX	PGIM Total Return Bond Fund	0.75%	+3.09%	+5.91%	-0.23%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+6.54%	+8.85%	+3.89%
DGCB	Dimensional Global Credit ETF	0.20%	+4.25%	—	—
PFRCX	PIMCO International Bond Fund (Unhedged)	0.71%	+3.71%	+6.62%	-2.25%
CPXFX	Cohen & Steers Preferred Securities & Income Fund, Inc.	0.79%	+6.54%	+8.74%	+3.76%
MOFAX	Mercer Opportunistic Fixed Income Fund	0.82%	—	—	—
RGCRX	Opportunistic Credit Fund	0.69%	—	—	—
AGBGX	Global Bond Fund	0.02%	+3.44%	+5.30%	+0.67%
RPOIX	T. Rowe Price Global High Income Bond Fund	0.60%	+8.85%	+12.15%	+5.39%
FLTR	VanEck IG Floating Rate ETF	0.14%	+5.69%	+6.67%	+4.07%
MSTMX	Morningstar Multisector Bond Fund$1M min	0.79%	+7.40%	+10.39%	+2.86%
FLRT	Pacer Aristotle Pacific Floating Rate High Income ETF	0.60%	+6.74%	+10.89%	—
JPDAX	JPMorgan Preferred and Income Securities Fund	0.87%	+6.66%	+7.49%	—
PYAIX	Payden Absolute Return Bond Fund	0.48%	+6.06%	+7.11%	+3.95%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+6.31%	+8.05%	+3.44%
PSFAX	PIMCO Short-Term Fund	0.73%	+5.03%	+5.38%	+2.97%
PGBRX	Putnam Global Income Trust	0.68%	+6.39%	+4.05%	-1.80%
PHDTX	PACE High Yield Investments	1.06%	+7.64%	+11.45%	—
PADAX	PGIM Absolute Return Bond Fund	0.95%	+5.57%	+6.71%	+4.64%
FPEI	First Trust Institutional Preferred Securities and Income ETF	0.85%	+7.57%	+9.84%	+5.43%
MXGBX	Empower Global Bond Fund	1.00%	+1.92%	+5.91%	-1.80%
MBRRX	MFS Corporate Bond Fund	0.51%	+3.24%	+7.06%	-0.07%
NEZNX	Loomis Sayles Strategic Income Fund	0.62%	+7.06%	+9.26%	+3.96%
VCTPX	Inflation Protected Fund	0.54%	+2.87%	+2.04%	+1.03%
ANAYX	AB GLOBAL BOND FUND, INC.	0.55%	+2.95%	+5.09%	+0.44%
SDMAX	PGIM Short Duration Multi-Sector Bond Fund	0.62%	+4.93%	+6.40%	+2.60%
LFLAX	BrandywineGLOBAL - Flexible Bond Fund	1.35%	+4.93%	+7.23%	+2.68%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
VNLA	Janus Henderson Short Duration Income ETF	0.23%	+5.52%	+5.91%	+3.31%
SHOAX	American Beacon SiM High Yield Opportunities Fund	1.07%	+7.18%	+9.31%	+7.01%
VPVFHIV	PIMCO International Bond Portfolio (U.S. Dollar-Hedged)	1.01%	+4.13%	+6.06%	+1.25%
FLDR	Fidelity Low Duration Bond Factor ETF	0.15%	+5.20%	+5.57%	+3.07%
VGCAX	VANGUARD GLOBAL CREDIT BOND FUND	0.25%	+4.73%	+7.47%	+1.35%
HFAAX	Janus Henderson Developed World Bond Fund	0.82%	+2.88%	+4.30%	-0.78%
GBIRX	Goldman Sachs Global Core Fixed Income Fund	0.52%	+2.89%	+5.71%	+0.21%
JESNX	Strategic Income Opportunities Trust	0.96%	+4.81%	+6.84%	+2.34%
DFGP	Dimensional Global Core Plus Fixed Income ETF	0.22%	+3.98%	—	—
FLOT	iShares Floating Rate Bond ETF	0.15%	+5.25%	+5.99%	+3.69%
STRKX	Victory Pioneer Strategic Income Fund	0.59%	—	—	—
LSYAX	Lord Abbett Short Duration High Yield Fund	1.05%	+7.32%	+10.44%	+6.34%
JINCX	JPMorgan Unconstrained Debt Fund	0.91%	+5.50%	+5.43%	+2.99%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+5.04%	+6.53%	+2.39%
PKBIX	Payden Managed Income Fund	1.26%	+6.96%	+7.66%	+4.48%
PGASADM	PIMCO Global Core Bond (Hedged) Portfolio	0.89%	+4.27%	+6.07%	+0.90%
NWXGX	Nationwide Strategic Income Fund	0.49%	+7.87%	+8.97%	+6.91%
BXIAX	MassMutual Global Credit Income Opportunities Fund	0.85%	+6.30%	+10.05%	—
CBGRX	Calvert Green Bond Fund	0.43%	+3.49%	+5.56%	+0.24%
VPVSTDV	PIMCO Short-Term Portfolio	0.62%	+5.21%	+5.45%	+3.07%
HSNFX	THE HARTFORD STRATEGIC INCOME FUND	0.53%	+7.19%	+10.28%	+3.46%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.96%	+5.52%	+2.94%
NUSFX	Ultra-Short Fixed Income Fund	0.26%	+4.97%	+5.79%	+3.02%
PHSAX	PIMCO High Yield Spectrum Fund	1.00%	+7.35%	+11.44%	+5.74%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
GSST	Goldman Sachs Ultra Short Bond ETF	0.16%	+5.26%	+5.41%	+3.22%
PYGIX	Payden Global Fixed Income Fund	0.56%	+3.65%	+5.73%	—
GMBPX	Goldman Sachs Short-Term Conservative Income Fund	0.23%	+4.88%	+5.44%	+3.28%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+6.54%	+8.75%	+4.45%
FLRN	SPDR Bloomberg Investment Grade Floating Rate ETF	0.15%	+5.29%	+5.97%	+3.69%
SPGBX	Symmetry Panoramic Global Systematic Fixed Income Fund$1M min	0.58%	+2.82%	+3.13%	-0.61%
PREF	Principal Spectrum Preferred Securities Active ETF	0.55%	+6.93%	+9.48%	+3.70%
BJBHX	abrdn High Income Opportunities Fund	0.96%	+6.46%	+10.44%	—
MZCRX	Muzinich Dynamic Income Fund	—	—	—	—
NBFC	Neuberger Berman Flexible Credit Income ETF	0.40%	+8.17%	—	—
IGRCX	Lord Abbett Investment Grade Floating Rate Fund	0.95%	+5.59%	—	—
JMGIX	JPMorgan Managed Income Fund	0.25%	+4.89%	+4.95%	+2.98%
BXFAX	MassMutual Global Floating Rate Fund	0.75%	+5.28%	+9.18%	—
OOSP	Obra Opportunistic Structured Products ETF	0.91%	+7.40%	—	—
RPELX	T. Rowe Price Dynamic Credit Fund	0.55%	+7.92%	+7.02%	+5.69%
DIAL	Columbia Diversified Fixed Income Allocation ETF	0.29%	+4.79%	+7.81%	+0.66%
PIINX	PIMCO Income Fund	1.08%	+6.98%	+8.60%	+4.02%
VASIX	VANGUARD LIFESTRATEGY INCOME FUND	0.11%	+5.77%	+8.36%	+2.39%
PSTPX	Palmer Square Income Plus Fund	0.62%	+5.24%	—	—
VPVGBDV	PIMCO Global Bond Opportunities Portfolio (Unhedged)	1.08%	+6.11%	+7.26%	+0.89%
HOBEX	Holbrook Income Fund	1.31%	+7.80%	+6.37%	+5.66%
IVBDX	Macquarie Global Bond Fund	0.56%	+2.97%	+6.05%	+1.00%
TSDUX	Ultra-Short Term Fixed Income Fund	0.53%	+5.22%	+5.48%	+3.19%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free