SRHQX

Active

Short-Term Income Fund

Category: US Bond (5,386 funds)

Expense Ratio

0.65%

Annual Cost per $10K

$65.00

30-Year Fee Drag per $10K

$12,717

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+5.24%

Asset Allocation

US Bond

81%

Intl Bond

14%

Cash

Fee Comparison

SRHQX

0.65%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

14% cheaper than category average

Historical Returns

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

+17.82%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

SRHQX at 0.65%$317,026

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$63,587

Cost vs index fund−$60,398

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
SRHQX	Short-Term Income Fund	0.65%	+5.24%	+5.62%	+2.09%
PIINX	PIMCO Income Fund	1.08%	+6.98%	+8.60%	+4.02%
BAGSX	Baird Aggregate Bond Fund	0.55%	+2.91%	+5.31%	-0.36%
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
DOXIX	Dodge & Cox Income Fund	0.33%	+3.47%	+6.64%	—
BCOSX	Baird Core Plus Bond Fund	0.55%	+3.20%	+5.80%	+0.13%
ABNDX	Bond Fund of America	1.04%	+2.69%	+4.64%	-0.29%
TSRSX	Thornburg Strategic Income Fund	0.53%	+4.97%	+7.04%	+3.60%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+4.53%	+6.42%	+0.62%
VTBIX	VANGUARD TOTAL BOND MARKET II INDEX FUND	0.09%	+2.78%	+4.84%	-0.54%
VFICX	VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND	0.20%	+8.23%	+8.13%	+1.09%
PTRAX	PIMCO Total Return Fund	0.76%	+4.09%	+5.81%	-0.06%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	0.14%	+3.36%	+4.42%	-0.63%
FSMTX	Fidelity SAI Total Bond Fund	0.29%	+4.17%	+4.37%	+0.79%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+5.60%	+9.36%	+3.54%
BIMSX	Baird Intermediate Bond Fund	0.55%	+4.00%	+5.32%	+0.75%
LGBNX	Loomis Sayles Investment Grade Bond Fund	0.44%	+3.00%	+6.18%	+1.61%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	0.06%	+5.70%	+5.76%	+0.79%
VFSTX	VANGUARD SHORT-TERM INVESTMENT-GRADE FUND	0.07%	+6.38%	+6.33%	+2.19%
VWEAX	VANGUARD HIGH-YIELD CORPORATE FUND	0.22%	+8.45%	+9.43%	+4.79%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	0.06%	+5.71%	+5.29%	+2.12%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
HIGFX	American High Income Trust	0.32%	+7.58%	+11.27%	+7.08%
PSJIX	Short-Term Income Fund	0.63%	+5.24%	+5.66%	+2.13%
IUSB	iShares Core Universal USD Bond ETF	0.06%	+6.50%	+6.20%	+0.26%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
JCBPX	JPMorgan Core Bond Fund	1.33%	+3.25%	+3.03%	-0.39%
FBND	Fidelity Total Bond ETF	0.36%	+3.85%	+4.04%	+0.36%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+2.60%	+5.35%	-1.43%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
MHYSX	NYLI MacKay High Yield Corporate Bond Fund	0.56%	+6.61%	+8.80%	+5.29%
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+3.91%	+6.14%	+0.79%
TRVZX	T. Rowe Price New Income Fund, Inc.	0.32%	+3.45%	+2.95%	-0.33%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
CBORX	Calvert Bond Fund	0.46%	+4.10%	+6.44%	+1.31%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
TBPPX	Nuveen Core Plus Bond Fund	0.45%	+3.06%	+5.91%	+0.50%
BUBSX	Baird Ultra Short Bond Fund	0.40%	+4.62%	+5.15%	+2.99%
WACSX	Western Asset Core Bond Fund	0.42%	+2.93%	+5.20%	-1.08%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
FGKNX	Franklin Core Plus Bond Fund	0.72%	+6.41%	+7.51%	+2.92%
FSIGX	Fidelity Series Investment Grade Bond Fund	0.00%	+3.72%	+3.94%	+0.37%
TBBWX	Nuveen Core Bond Fund	0.29%	+3.39%	+5.98%	+0.51%
VBIRX	VANGUARD SHORT-TERM BOND INDEX FUND	0.06%	+4.03%	+4.84%	+1.34%
BSBSX	Baird Short-Term Bond Fund	0.55%	+4.40%	+5.19%	+2.02%
PBFKX	Victory Pioneer Bond Fund	0.36%	—	—	—
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
VCOBX	VANGUARD CORE BOND FUND	0.10%	+3.56%	+5.47%	-0.03%
FTKFX	Fidelity Total Bond K6 Fund	0.30%	+3.85%	+4.06%	+0.54%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.89%	+9.49%	+5.83%
GIKRX	Guggenheim Limited Duration Fund	0.46%	+4.96%	+6.59%	+2.92%
JGCGX	JPMorgan Income Fund	0.39%	+6.58%	+5.52%	+2.95%
LDLVX	Lord Abbett Short Duration Income Fund	0.32%	+5.74%	+4.94%	+2.70%
TSBBX	Nuveen Core Impact Bond Fund	0.51%	+2.81%	+5.04%	-0.33%
BIV	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	0.03%	+3.76%	+5.65%	-0.25%
DPZRX	Nomura Diversified Income Fund	0.33%	+6.92%	+6.83%	+0.67%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
VWESX	VANGUARD LONG-TERM INVESTMENT-GRADE FUND	0.21%	+5.20%	+7.18%	-2.69%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+3.08%	+5.62%	-0.05%
TAFLX	Transamerica Bond	0.44%	+6.43%	+6.14%	+0.80%
FRERX	Franklin Total Return Fund	0.39%	+6.43%	+6.33%	+0.26%
BBTBX	Bridge Builder Core Bond Fund	0.12%	+3.31%	+5.62%	+0.16%
FTHRX	Fidelity Intermediate Bond Fund	0.45%	+4.73%	+4.22%	+0.86%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+3.44%	+3.44%	-0.20%
NRSIX	Neuberger Berman Strategic Income Fund	0.51%	+9.22%	+9.46%	+4.29%
BSCQ	Invesco BulletShares 2026 Corporate Bond ETF	0.10%	+4.75%	+4.39%	+0.97%
LFROX	Lord Abbett Floating Rate Fund	0.54%	+6.93%	+8.70%	+6.88%
CDSRX	Calvert Short Duration Income Fund	0.45%	+5.36%	+6.77%	+3.42%
LIIAX	Columbia Select Corporate Income Fund	0.48%	+6.21%	+7.53%	+0.75%
LOPLX	Lord Abbett Core Plus Bond Fund	0.40%	+4.15%	+4.46%	+0.85%
NERNX	Loomis Sayles Core Plus Bond Fund	0.39%	+3.39%	+5.54%	+0.17%
MXFEX	NYLI Floating Rate Fund	0.64%	+5.71%	+9.06%	+6.15%
VIITX	VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND$100M min	0.02%	+4.20%	+5.33%	+1.00%
JSDUX	JPMorgan Short Duration Bond Fund	0.28%	+5.14%	+4.80%	+2.32%
THRLX	Thornburg Limited Term Income Fund	0.42%	+4.73%	+6.19%	+1.96%
SDICX	Guggenheim Core Bond Fund	0.53%	+3.16%	+4.95%	-0.77%
PHYAX	PIMCO High Yield Fund	0.85%	+6.34%	+9.90%	+4.41%
SIDCX	SIIT INTERMEDIATE DURATION CREDIT FUND	0.32%	+3.69%	+4.18%	-0.20%
FCBAX	Fidelity Corporate Bond Fund	0.77%	-18.87%	-30.47%	-35.85%
TIHPX	Nuveen High Yield Fund	0.50%	+6.66%	+10.52%	+5.11%
FTSM	First Trust Enhanced Short Maturity ETF	0.25%	+4.68%	+5.04%	+3.06%
FZOMX	Fidelity SAI Short-Term Bond Fund	0.21%	+5.00%	+4.59%	—
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+3.60%	+5.71%	+0.65%
FZOLX	Fidelity SAI Low Duration Bond Fund	0.20%	+5.04%	+5.18%	—
SCHI	Schwab 5-10 Year Corporate Bond ETF	0.03%	+5.20%	+7.97%	+1.01%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+4.94%	+5.95%	+3.10%
CHIAX	Credit Suisse Floating Rate High Income Fund	0.95%	+5.21%	+8.54%	+6.24%
PLIAX	Aristotle Core Income Fund	0.85%	+3.38%	—	—
TRZOX	T. Rowe Price Short-Term Bond Fund, Inc.	0.31%	+5.66%	+4.95%	—
FANCX	Fidelity Short-Term Bond Fund	0.50%	-2.25%	-6.36%	-9.46%
ANBAX	American Funds Strategic Bond Fund	0.31%	+2.58%	+3.34%	-1.05%
TRHYX	T. Rowe Price Institutional High Yield Fund$1M min	0.50%	+7.97%	+9.04%	+4.92%
FAFIX	First American Multi-Manager Fixed-Income Fund$1M min	0.60%	+3.20%	+5.61%	+0.38%
VUBFX	VANGUARD ULTRA-SHORT-TERM BOND FUND	0.20%	+5.03%	+5.34%	+2.94%
PCRRX	PIMCO CommodityRealReturn Strategy Fund	1.25%	+10.94%	+4.13%	+12.18%
ACHFX	High Income Fund	0.68%	+7.91%	+11.67%	—
BKLN	Invesco Senior Loan ETF	0.65%	+7.19%	+8.20%	+5.50%
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
LTRHX	Lord Abbett Total Return Fund	0.36%	+3.84%	+3.82%	+0.30%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+3.35%	+5.71%	—
ISIAX	VOYA STRATEGIC INCOME OPPORTUNITIES FUND	0.62%	+6.00%	+6.73%	+3.31%

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