CrossingBridge Ultra-Short Duration Fund (CBUDX) 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 CBUDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CBUDX
CBUDX charges 0.89% annually. There are 62 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 | CBUDX vs FHCOX | |
| DFA One Year Fixed Income Portfolio | 0.13% | — | Jul 1983 | CBUDX vs DFIHX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.15% | — | Dec 2013 | CBUDX vs BUBIX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 0.15% | — | Jul 2018 | CBUDX vs CUTAX | |
| DFA Two-Year Government Portfolio | 0.17% | — | Jun 1996 | CBUDX vs DFYGX |
Best Risk-Adjusted Alternatives to CBUDX
CBUDX has a PortfoliosLab risk / return rank of 99. There are 7 mutual funds in the Ultrashort Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 100 | — | Mar 2017 | CBUDX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 100 | — | Mar 2019 | CBUDX vs NUSIX | |
| Baird Ultra Short Bond Fund | 100 | — | Dec 2013 | CBUDX vs BUBSX | |
| PIMCO Short Asset Investment Fund | 100 | — | May 2012 | CBUDX vs PAIPX | |
| Fidelity Series Treasury Bill Index Fund | 100 | — | Aug 2018 | CBUDX vs FHQFX |
Top Performing CBUDX Alternatives (YTD)
CBUDX is at 1.74% YTD. There are 4 mutual funds in the Ultrashort Bond category with higher YTD returns, going as high as 2.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Semper Short Duration Fund | 2.15% | — | Dec 2010 | CBUDX vs SEMRX | |
| PIMCO Short Term Fund | 2.03% | — | Oct 1987 | CBUDX vs PTSHX | |
| PIMCO Short Asset Investment Fund | 1.80% | — | May 2012 | CBUDX vs PAIPX | |
| Morgan Stanley Pathway Funds Ultra-ShortTerm Fixed... | 1.77% | — | Mar 2016 | CBUDX vs TSDUX | |
| Six Circles Tax Aware Ultra Short Duration Fund | 1.74% | — | Jul 2018 | CBUDX vs CUTAX |
Lowest Volatility Alternatives to CBUDX
CBUDX has 0.85% 1-year volatility. There are 7 mutual funds in the Ultrashort Bond category with lower 1-year volatility, going as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Tactical Multi-Purpose Fund | 0.59% | — | Mar 2017 | CBUDX vs TMPFX | |
| Navigator Ultra Short Term Bond Fund | 0.61% | — | Mar 2019 | CBUDX vs NUSIX | |
| Baird Ultra Short Bond Fund | 0.65% | — | Dec 2013 | CBUDX vs BUBSX | |
| Permanent Portfolio Short-Term Treasury Portfolio | 0.67% | — | Sep 1987 | CBUDX vs PRTBX | |
| Baird Ultra Short Bond Fund Institutional Class | 0.72% | — | Dec 2013 | CBUDX vs BUBIX |
Lowest Drawdown Alternatives to CBUDX
CBUDX has a 1-year max drawdown of -0.40%. There are 32 mutual funds in the Ultrashort Bond category with shallower 1-year drawdowns, going 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 | CBUDX vs UGSDX | |
| Fidelity Series Treasury Bill Index Fund | -0.10% | — | Aug 2018 | CBUDX vs FHQFX | |
| Baird Ultra Short Bond Fund | -0.10% | — | Dec 2013 | CBUDX vs BUBSX | |
| Morgan Stanley Institutional Fund Trust Ultra-Shor... | -0.10% | — | Apr 2016 | CBUDX vs MUIIX | |
| Tactical Multi-Purpose Fund | -0.10% | — | Mar 2017 | CBUDX vs TMPFX |
Other Mutual Funds from CrossingBridge
The 2 most viewed CrossingBridge mutual funds shown here include CBLDX, CBRDX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| CrossingBridge Low Duration High Yield Fund | Multisector Bonds | 97 | 1.83% | — | Jan 2018 | CBUDX vs CBLDX | |
| CrossingBridge Responsible Credit Fund | Multisector Bonds | 58 | 0.16% | — | Jun 2021 | CBUDX vs CBRDX |
Often Compared With CBUDX
Investors most often compare CBUDX with PIASX, BUSIX, SQIFX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare CBUDX with Any Fund or Stock
Compare CBUDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CBUDX with funds that move differently
CrossingBridge Ultra-Short Duration Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CBUDX.
Explore CBUDX Diversifiers