Sterling Capital Ultra Short Bond Fund (BUSIX) belongs to the Ultrashort Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BUSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BUSIX
BUSIX charges 0.27% annually. There are 19 mutual funds in the Ultrashort Bond category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Conservative Microshort Fund | 0.05% | — | Feb 2021 | BUSIX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | BUSIX vs DFIHX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | BUSIX vs CUTAX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | BUSIX vs BUBIX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | BUSIX vs DFYGX |
Best Risk-Adjusted Alternatives to BUSIX
Among 65 mutual funds in the Ultrashort Bond category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | BUSIX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | BUSIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | BUSIX vs BUBSX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | BUSIX vs PAIPX | |
| Baird Ultra Short Bond Fund Institutional Class | 100 | — | Dec 2013 | BUSIX vs BUBIX |
Top Performing BUSIX Alternatives (YTD)
Among 66 mutual funds in the Ultrashort Bond category with YTD return data, the top-performing alternatives shown here go as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | BUSIX vs SEMRX | |
| PIMCO Short Term Fund | 2.03% | — | Oct 1987 | BUSIX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | BUSIX vs PAIPX | |
| SEI Institutional Investments Trust Opportunistic ... | 1.77% | — | Dec 2006 | BUSIX vs ENIAX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 1.77% | — | Mar 2016 | BUSIX vs TSDUX |
Lowest Volatility Alternatives to BUSIX
Among 67 mutual funds in the Ultrashort Bond category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.58% | — | Mar 2017 | BUSIX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.62% | — | Mar 2019 | BUSIX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | BUSIX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.67% | — | Sep 1987 | BUSIX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | Dec 2013 | BUSIX vs BUBIX |
Lowest Drawdown Alternatives to BUSIX
Among 66 mutual funds in the Ultrashort Bond category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| U.S. Global Investors U.S. Government Ultra-Short ... | 0.00% | — | Dec 2013 | BUSIX vs UGSDX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | BUSIX vs BUBSX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | BUSIX vs FHQFX | |
| Navigator Ultra Short Term Bond Fund | -0.10% | — | Mar 2019 | BUSIX vs NUSIX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | BUSIX vs MUIIX |
Other Mutual Funds from Sterling Capital
The 10 most viewed Sterling Capital mutual funds shown here include BEGIX, STRGX, BIBTX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sterling Capital Equity Income Fund | Large Cap Value Equities | 8 | 4.38% | — | Jun 2004 | BUSIX vs BEGIX | |
| Sterling Capital Stratton Mid Cap Value Fund | Mid Cap Blend Equities | 52 | 20.25% | — | Sep 1972 | BUSIX vs STRGX | |
| Sterling Capital Total Return Bond Fund | Intermediate Core Bond | 18 | 0.11% | — | Dec 1999 | BUSIX vs BIBTX | |
| Sterling Capital Quality Income Fund | Intermediate Core Bond | 24 | 0.20% | — | Jun 2011 | BUSIX vs SCSPX | |
| Sterling Capital Long Duration Corporate Bond Fund | Corporate Bonds | 11 | 0.68% | — | Jun 2011 | BUSIX vs SCCPX | |
| Sterling Capital Special Opportunities Fund | Large Cap Blend Equities | 29 | 7.29% | — | Jun 2003 | BUSIX vs BOPIX | |
| Sterling Capital Stratton Small Cap Value Fund | Small Cap Blend Equities | 82 | 22.36% | — | Apr 1993 | BUSIX vs STSCX | |
| Sterling Capital Stratton Real Estate Fund | REIT | 15 | 13.81% | — | May 1980 | BUSIX vs STMDX | |
| Sterling Capital North Carolina Intermediate Tax-F... | Municipal Bonds | 55 | 0.62% | — | Oct 1992 | BUSIX vs BBNTX | |
| Sterling Capital Behavioral Large Cap Value Equity... | Large Cap Value Equities | 93 | 17.77% | — | Oct 1992 | BUSIX vs BBISX |
Often Compared With BUSIX
Investors most often compare BUSIX with CBUDX, SADIX, AOUIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BUSIX with Any Fund or Stock
Compare BUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BUSIX with funds that move differently
Sterling Capital Ultra Short Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BUSIX.
Explore BUSIX Diversifiers