PSTPX

Active

Palmer Square Income Plus Fund

Category: Other (5,046 funds)

Expense Ratio

0.62%

Annual Cost per $10K

$62.00

30-Year Fee Drag per $10K

$12,179

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+5.24%

Asset Allocation

US Bond

66%

Intl Bond

30%

Cash

Other

Fee Comparison

PSTPX

0.62%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

37% cheaper than category average

Historical Returns

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

+10.10%21 months

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

PSTPX at 0.62%$319,720

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$60,893

Cost vs index fund−$57,704

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
PSTPX	Palmer Square Income Plus Fund	0.62%	+5.24%	—	—
DTBRX	PGIM Total Return Bond Fund	0.75%	+3.09%	+5.91%	-0.23%
PSFAX	PIMCO Short-Term Fund	0.73%	+5.03%	+5.38%	+2.97%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+6.31%	+8.05%	+3.44%
MBRRX	MFS Corporate Bond Fund	0.51%	+3.24%	+7.06%	-0.07%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
PULS	PGIM Ultra Short Bond ETF	0.15%	+5.27%	+5.70%	+3.62%
STRKX	Victory Pioneer Strategic Income Fund	0.59%	—	—	—
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.96%	+5.52%	+2.94%
LSYAX	Lord Abbett Short Duration High Yield Fund	1.05%	+7.32%	+10.44%	+6.34%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+5.04%	+6.53%	+2.39%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
SDMAX	PGIM Short Duration Multi-Sector Bond Fund	0.62%	+4.93%	+6.40%	+2.60%
PIINX	PIMCO Income Fund	1.08%	+6.98%	+8.60%	+4.02%
PSYPX	Palmer Square Income Plus Fund$1M min	0.74%	+5.23%	+7.26%	+4.35%
PREF	Principal Spectrum Preferred Securities Active ETF	0.55%	+6.93%	+9.48%	+3.70%
LHYOX	Lord Abbett High Yield Fund	0.63%	+7.34%	+8.03%	+4.37%
HSNFX	THE HARTFORD STRATEGIC INCOME FUND	0.53%	+7.19%	+10.28%	+3.46%
PTRAX	PIMCO Total Return Fund	0.76%	+4.09%	+5.81%	-0.06%
PUCQX	PGIM Strategic Bond Fund	0.59%	+6.40%	+6.25%	+2.16%
MFIWX	MFS Income Fund	0.40%	+3.94%	+6.61%	+1.12%
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
NUSFX	Ultra-Short Fixed Income Fund	0.26%	+4.97%	+5.79%	+3.02%
PFRIX	PGIM Floating Rate Income Fund	0.80%	+7.48%	+9.03%	+6.96%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
AGDAX	AB HIGH INCOME FUND INC	0.90%	+7.25%	+11.56%	+5.81%
VNLA	Janus Henderson Short Duration Income ETF	0.23%	+5.52%	+5.91%	+3.31%
APDFX	Artisan High Income Fund	0.80%	+8.03%	+11.12%	+6.84%
LAUVX	Lord Abbett Income Fund	0.45%	+4.21%	+5.21%	+1.33%
TRZWX	T. Rowe Price Ultra Short-Term Bond Fund	0.19%	+5.68%	+5.98%	—
MLMRX	MFS Limited Maturity Fund	1.33%	+4.44%	+5.35%	+2.08%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+4.21%	+7.18%	+0.42%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+5.14%	+6.11%	+2.15%
RPELX	T. Rowe Price Dynamic Credit Fund	0.55%	+7.92%	+7.02%	+5.69%
NEZNX	Loomis Sayles Strategic Income Fund	0.62%	+7.06%	+9.26%	+3.96%
PDAAX	PIMCO Diversified Income Fund	1.04%	+7.06%	+9.65%	+2.52%
JSDCX	JPMorgan Short Duration Core Plus Fund	0.39%	+5.14%	+4.63%	+1.61%
DFSD	Dimensional Short-Duration Fixed Income ETF	0.16%	+5.52%	+5.95%	—
BWDTX	Boyd Watterson Limited Duration Enhanced Income Fund	0.60%	+5.66%	+8.36%	+4.48%
SHOAX	American Beacon SiM High Yield Opportunities Fund	1.07%	+7.18%	+9.31%	+7.01%
LSBNX	Loomis Sayles Bond Fund	0.60%	+6.36%	+8.47%	+3.42%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+6.54%	+8.85%	+3.89%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
AMFNX	Virtus AlphaSimplex Managed Futures Strategy Fund	1.33%	-15.30%	—	—
JINCX	JPMorgan Unconstrained Debt Fund	0.91%	+5.50%	+5.43%	+2.99%
ICIRX	Invesco Conservative Income Fund	0.46%	+5.03%	+5.14%	+2.97%
FCFAX	Frost Credit Fund	0.66%	+5.80%	+8.53%	+5.01%
IHIFX	Macquarie High Income Fund	1.13%	+3.32%	+9.92%	+2.19%
SYFI	AB Short Duration High Yield ETF	0.40%	+7.22%	—	—
GSST	Goldman Sachs Ultra Short Bond ETF	0.16%	+5.26%	+5.41%	+3.22%
VUBFX	VANGUARD ULTRA-SHORT-TERM BOND FUND	0.20%	+4.86%	+5.23%	+2.90%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+7.28%	+10.28%	+4.80%
PGBAX	Diversified Income Fund	1.06%	+5.28%	+7.53%	+4.68%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+6.54%	+8.75%	+4.45%
IGBWX	Voya Global Bond Fund	0.65%	+2.98%	+6.37%	-1.10%
RAVI	FlexShares Ultra-Short Income Fund	0.25%	+4.92%	+5.34%	+3.04%
BSBSX	Baird Short-Term Bond Fund	0.55%	+4.40%	+5.19%	+2.02%
ANGL	VanEck Fallen Angel High Yield Bond ETF	0.25%	+7.59%	+10.24%	+5.34%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
BCOSX	Baird Core Plus Bond Fund	0.55%	+3.20%	+5.80%	+0.13%
LWSIX	Western Asset Income Fund	0.94%	+5.25%	+7.38%	+2.34%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
MOFAX	Mercer Opportunistic Fixed Income Fund	0.82%	—	—	—
WAHSX	Western Asset High Yield Fund	0.65%	+9.38%	+8.82%	+4.84%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
LMLCX	Western Asset SMASh Series C Fund	0.03%	+2.13%	+7.58%	+4.16%
VCPAX	VANGUARD CORE-PLUS BOND FUND	0.20%	+3.98%	+6.25%	—
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+3.39%	+5.54%	+0.17%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+3.56%	+5.47%	-0.03%
DIAL	Columbia Diversified Fixed Income Allocation ETF	0.29%	+4.79%	+7.81%	+0.66%
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
WSIDX	Allspring Income Plus Fund	0.67%	+5.89%	+7.41%	+4.38%
FDIAX	Fidelity Advisor Limited Term Bond Fund	0.60%	-10.96%	-20.61%	-24.84%
ECAMX	Eaton Vance Multi-Asset Credit Fund	0.66%	+5.59%	+8.53%	+4.46%
LWHIX	Western Asset Short Duration High Income Fund	0.97%	+6.83%	+8.88%	+5.34%
TNUAX	1290 Diversified Bond Fund	0.75%	+1.73%	+4.29%	+0.13%
PHYAX	PIMCO High Yield Fund	0.85%	+6.34%	+9.90%	+4.41%
MCSRX	MFS Commodity Strategy Fund	0.82%	+11.51%	+4.07%	+12.22%
AHIYX	Invesco High Yield Fund	1.01%	+6.80%	+7.85%	+4.46%
PAMSX	PIMCO Short Asset Investment Fund	0.36%	+4.91%	+5.13%	+2.95%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+5.60%	+9.36%	+3.54%
FLDR	Fidelity Low Duration Bond Factor ETF	0.15%	+5.20%	+5.57%	+3.07%
ACCBX	Invesco Corporate Bond Fund	0.41%	+3.66%	+4.66%	+0.44%
CRSAX	Credit Suisse Commodity Return Strategy Fund	0.80%	+8.36%	+1.97%	+11.05%
CBGRX	Calvert Green Bond Fund	0.43%	+3.49%	+5.56%	+0.24%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+2.60%	+5.35%	-1.43%
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
PADAX	PGIM Absolute Return Bond Fund	0.95%	+5.57%	+6.71%	+4.64%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	0.06%	+5.71%	+5.29%	+2.12%
HFHFX	Hartford Low Duration High Income Fund	0.66%	+7.37%	+9.36%	+5.65%
CCHIX	High Yield Fund	0.51%	+4.76%	+9.30%	+4.50%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+5.17%	+7.82%	+0.97%
VPVTRDV	PIMCO Total Return Portfolio	0.79%	+4.19%	+5.83%	-0.08%
AINP	Allspring Income Plus ETF	0.35%	—	—	—
BGHAX	BrandywineGLOBAL - HIGH YIELD FUND	0.89%	+6.29%	+11.01%	—
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
MHYWX	High Yield Bond Series	0.11%	+6.47%	+11.45%	+8.07%
VPVSTDV	PIMCO Short-Term Portfolio	0.62%	+5.21%	+5.45%	+3.07%
GOBSX	BrandywineGLOBAL - Global Opportunities Bond Fund	0.55%	+2.30%	+5.81%	-0.54%
ETSIX	Eaton Vance Strategic Income Fund	1.46%	+8.50%	+8.97%	+5.03%

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