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Save view, at the bottom, keeps this one here JPST and FUSI · year-to-date · as of Nov 13, 2026 · AUM not scored
Return1D1M3MYTD1Y3Y5Y ▼MAX
Total return0.0%+0.3%+0.7%+4.2%+4.8%+17.3%—+22.9%
Peer average0.0%+0.3%+0.5%+2.8%+3.4%+15.1%+18.3%—
S&P 500 · VOO−0.4%−2.3%−2.1%+11.5%+11.6%+79.3%+72.7%+816.2%
American Century FUSI and Vanguard VOO · total return, dividends in · as of Nov 13, 2026
US TREASURY FRUs Treasury Frn 01/27 Var11.6%
SSC GOVERNME1.3%
LCM LTD PART1.2%
OCP CLO LTD 1.2%
AQUARIAN CLO1.0%
ATLAS SENIOR0.9%
KKR FINANCIA0.9%
OAK HILL CRE0.9%
GOLDENTREE L0.9%
SCG HOTEL IS0.9%
NEUBERGER BE0.9%
MAGNETITE CL0.9%
MAGNETITE CL0.9%
CCG RECEIVAB0.8%
FANNIE MAE F0.8%
BX TRUST BX 0.8%
HONEY HILL P0.7%
FIRSTKEY HOM0.7%
EXTENDED STA0.7%
UPSTART SECU0.6%
ACRES PLC AC0.6%
BABSON CLO L0.6%
US TREASURY FRUs Treasury Frn 01/27 Var11.6%SSC GOVERNME1.3%LCM LTD PART1.2%OCP CLO LTD 1.2%AQUARIAN CLO1.0%ATLAS SENIOR0.9%KKR FINANCIA0.9%OAK HILL CRE0.9%GOLDENTREE L0.9%SCG HOTEL IS0.9%NEUBERGER BE0.9%MAGNETITE CL0.9%
American Century FUSI · 175 holdings · top 22 shown · tile size = share of the fund · as of Nov 13, 2026
+3.6%
+20.7%
$18.3B
Ultra-Short Bond
+2.7%
+19.9%
$9.9B
Ultra Short Duration Bond Active
+2.9%
+21.5%
$8.9B
JPMorgan Ultra-Short Municipal Income
+2.0%
+12.9%
$8.5B
First Trust Enhanced Short Maturity
+2.9%
+20.3%
$6.8B
First Trust Low Duration Opportunities
+1.0%
+16.2%
$6.6B
Ultra Short Duration
+3.1%
+21.4%
$4.1B
Dimensional Ultrashort Fixed Income
+3.0%
new
$2.8B
Fidelity Low Duration Bond Factor
+2.6%
+21.0%
$2.4B
T. Rowe Price Ultra Short-Term Bond
+3.2%
+22.7%
$2.1B
Goldman Sachs Ultra Short Bond
+3.3%
+22.2%
$1.8B
Northern Trust Ultra-Short Fixed Income
+3.0%
+20.5%
$1.6B
Alliance Bernstein - AB Ultra Short Income
+2.4%
new
$1.6B
Short Maturity Municipal Bond Active
+1.7%
+13.5%
$1.6B
Ultra-Short · current AUM · as of Nov 13, 2026
0.0%
+3.6%
+4.3%
$18.3B
Vanguard Ultra-Short Bond ETF
+0.1%
+2.7%
+3.5%
$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%
$80.6M
#1 of 50 this year · #22 cheapest of 56 · sorted by assets
FUSI and its peer group · total return · as of Nov 13, 2026
1.25%
3LCM LTLcm Partnership Lcm 35a Br 144a1.25%
4OCP CLOCP CLO OCP 2024 33A A1R 144A1.25%
5AQUARIAquarian Clo 1 Aquar 1a A1 144a1.00%
6ATLAS Atlas Senior Loan Fund Atclo 2021 17a B1 144a0.94%
7KKR FIKkr Financial Clo Kkr 2025 61a A1r 144a0.93%
8OAK HIOak Hill Credit Oakc 2024 17ra A1 144a0.93%
9GOLDENGoldentree Loan Management Us Glm 2024 19a Ar 144a0.93%
10SCG HOScg Hotel Issuer Scg 2025 Flwr B 144a0.89%
American Century FUSI · weight in the fund · as of Nov 13, 2026
US TREASURY FRUs Treasury Frn 01/27 Var11.6%SSC GOVERNME1.3%LCM LTD PART1.2%OCP CLO LTD 1.2%AQUARIAN CLO1.0%ATLAS SENIOR0.9%KKR FINANCIA0.9%OAK HILL CRE0.9%GOLDENTREE L0.9%SCG HOTEL IS0.9%NEUBERGER BE0.9%MAGNETITE CL0.9%MAGNETITE CL0.9%CCG RECEIVAB0.8%FANNIE MAE F0.8%BX TRUST BX 0.8%HONEY HILL P0.7%FIRSTKEY HOM0.7%EXTENDED STA0.7%UPSTART SECU0.6%ACRES PLC AC0.6%BABSON CLO L0.6%
US TREASURY FRUs Treasury Frn 01/27 Var11.6%SSC GOVERNME1.3%LCM LTD PART1.2%OCP CLO LTD 1.2%AQUARIAN CLO1.0%ATLAS SENIOR0.9%
American Century FUSI · 175 holdings · top 22 shown · tile size = share of the fund · as of Nov 13, 2026
FUSI wins
+0.7 pts
JPST and FUSI · year-to-date · as of Nov 13, 2026 · AUM not scored
FUSIAvsBPeer average
1D0.0%0.0%
1M+0.3%+0.3%
3M+0.7%+0.5%
YTD+4.2%+2.8%
1Y+4.8%+3.4%
3Y+17.3%+15.1%
5Y[…]+18.3%
5–1FUSI wins
55 Ultra-short peers · each row scaled to its leader
KKR FINANCIA0.9%
OAK HILL CRE0.9%
GOLDENTREE L0.9%
SCG HOTEL IS0.9%
NEUBERGER BE0.9%
MAGNETITE CL0.9%