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Save view, at the bottom, keeps this one here JPST and FUSI · year-to-date · as of Nov 10, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y ▼5YMAX
Total return0.0%+0.3%+0.7%+4.2%+4.8%+17.2%—+22.8%
Peer average−0.1%+0.4%+0.6%+2.8%+3.5%+15.2%+18.4%—
S&P 500 · VOO−0.3%−3.6%−2.7%+10.9%+13.1%+79.3%+74.2%+811.1%
American Century FUSI and Vanguard VOO · total return, dividends in · as of Nov 10, 2026
US TREASURY FRUs Treasury Frn 01/27 Var7.1%
LCM LTD PART1.3%
OCP CLO LTD 1.3%
SSC GOVERNME1.3%
AQUARIAN CLO1.1%
ATLAS SENIOR1.0%
KKR FINANCIA1.0%
OAK HILL CRE1.0%
GOLDENTREE L1.0%
NEUBERGER BE0.9%
MAGNETITE CL0.9%
MAGNETITE CL0.9%
CCG RECEIVAB0.9%
FANNIE MAE F0.8%
BX TRUST BX 0.8%
HONEY HILL P0.8%
FIRSTKEY HOM0.7%
EXTENDED STA0.7%
UPSTART SECU0.7%
ACRES PLC AC0.7%
BABSON CLO L0.7%
HPEFS EQUIPM0.7%
US TREASURY FRUs Treasury Frn 01/27 Var7.1%LCM LTD PART1.3%OCP CLO LTD 1.3%SSC GOVERNME1.3%AQUARIAN CLO1.1%ATLAS SENIOR1.0%KKR FINANCIA1.0%OAK HILL CRE1.0%GOLDENTREE L1.0%NEUBERGER BE0.9%MAGNETITE CL0.9%MAGNETITE CL0.9%
American Century FUSI · 175 holdings · top 22 shown · tile size = share of the fund · as of Nov 10, 2026
+3.6%
+3.6%
$18.3B
Ultra-Short Bond
+2.8%
+2.8%
$9.9B
Ultra Short Duration Bond Active
+2.9%
+2.9%
$8.9B
JPMorgan Ultra-Short Municipal Income
+2.1%
+2.1%
$8.4B
First Trust Enhanced Short Maturity
+3.0%
+3.0%
$6.8B
First Trust Low Duration Opportunities
+1.5%
+1.5%
$6.6B
Ultra Short Duration
+3.2%
+3.2%
$4.0B
Dimensional Ultrashort Fixed Income
+3.0%
+3.0%
$2.8B
Fidelity Low Duration Bond Factor
+2.7%
+2.7%
$2.4B
T. Rowe Price Ultra Short-Term Bond
+3.2%
+3.2%
$2.1B
Goldman Sachs Ultra Short Bond
+3.2%
+3.2%
$1.8B
Northern Trust Ultra-Short Fixed Income
+3.1%
+3.1%
$1.6B
Alliance Bernstein - AB Ultra Short Income
+2.4%
+2.4%
$1.6B
Short Maturity Municipal Bond Active
+1.9%
+1.9%
$1.6B
Ultra-Short · current AUM · as of Nov 10, 2026
0.0%
+3.6%
+4.3%
$18.3B
Vanguard Ultra-Short Bond ETF
−0.1%
+2.8%
+3.6%
$9.9B
iShares Ultra Short Duration Bond Active ETF
−0.1%
+2.9%
+3.6%
$8.9B
American Century Ultrashort Income ETF
0.0%
+4.2%
+4.8%
$75.5M
#1 of 50 this year · #22 cheapest of 56 · sorted by assets
FUSI and its peer group · total return · as of Nov 11, 2026
1.32%
3OCP CLOCP CLO OCP 2024 33A A1R 144A1.32%
4SSC GOSsc Government Mm Gvmxx1.25%
5AQUARIAquarian Clo 1 Aquar 1a A1 144a1.06%
6ATLAS Atlas Senior Loan Fund Atclo 2021 17a B1 144a0.99%
7KKR FIKkr Financial Clo Kkr 2025 61a A1r 144a0.99%
8OAK HIOak Hill Credit Oakc 2024 17ra A1 144a0.99%
9GOLDENGoldentree Loan Management Us Glm 2024 19a Ar 144a0.99%
10NEUBERNeuberger Berman Clo Neub 2024 55a A1r 144a0.93%
American Century FUSI · weight in the fund · as of Nov 10, 2026
US TREASURY FRUs Treasury Frn 01/27 Var7.1%LCM LTD PART1.3%OCP CLO LTD 1.3%SSC GOVERNME1.3%AQUARIAN CLO1.1%ATLAS SENIOR1.0%KKR FINANCIA1.0%OAK HILL CRE1.0%GOLDENTREE L1.0%NEUBERGER BE0.9%MAGNETITE CL0.9%MAGNETITE CL0.9%CCG RECEIVAB0.9%FANNIE MAE F0.8%BX TRUST BX 0.8%HONEY HILL P0.8%FIRSTKEY HOM0.7%EXTENDED STA0.7%UPSTART SECU0.7%ACRES PLC AC0.7%BABSON CLO L0.7%HPEFS EQUIPM0.7%
US TREASURY FRUs Treasury Frn 01/27 Var7.1%LCM LTD PART1.3%OCP CLO LTD 1.3%SSC GOVERNME1.3%AQUARIAN CLO1.1%ATLAS SENIOR1.0%KKR FINANCIA1.0%OAK HILL CRE1.0%
American Century FUSI · 175 holdings · top 22 shown · tile size = share of the fund · as of Nov 10, 2026
FUSI wins
+0.7 pts
JPST and FUSI · year-to-date · as of Nov 10, 2026 · AUM not scored
FUSIAvsBPeer average
1D0.0%−0.1%
1M+0.3%+0.4%
3M+0.7%+0.6%
YTD+4.2%+2.8%
1Y+4.8%+3.5%
3Y+17.2%+15.2%
5Y[…]+18.4%
5–1FUSI wins
55 Ultra-short peers · each row scaled to its leader
GOLDENTREE L1.0%
NEUBERGER BE0.9%
MAGNETITE CL0.9%
MAGNETITE CL0.9%